Research Reports

It’s no wonder that CPA firms are seeking new strategies for recruiting and retaining staff. Demand for qualified employees has skyrocketed due to the explosion of work caused by Sarbanes-Oxley regulations, creating a shortage of much needed skilled professionals and renewed competition for talent.

Add in the growing demands from an increasingly sophisticated clientele—and it’s clear that CPA firms now need an infusion of new ideas and strategies for recruiting and retaining staff.

To help CPA firm partners and administrators, IOMA Research has created a research report that delves into top issues facing CPA firms of all sizes, such as:

• Staffing and practice management
• Recruiting
• Retention
• Compensation and benefits
• Performance management and training
• Leadership development and succession planning

Based on data drawn from exclusive IOMA surveys as well as numerous other resources, this first-time IOMA Research Report covers staffing best practices and ideas that are of greatest importance to CPA firm owners and leaders, including:

• Strategic plans to combat staff shortages
• Top trends facing CPA firms and clients include staffing and growth
• Critical issues identified by firm administrators
• What CPA firm recruits really want
• Hiring tactics that really deliver
• How to become an ‘Employer of Choice’
• Retention strategies that really work
• Strategies for successfully turning around CPA firm staff turnover
• 8 retention tips to use immediately
• What clients’ employees can teach you about retaining staff
• Taking a marketing approach to retain CPA staff
• How CPA firms are fighting the high costs of health care
• Proactive steps to help mitigate health care cost increases
• Secrets to performance reviews: structure, consistency & career plans
• Establishing a training framework for future managers
• How to measure training ROI
• Planning ideas for succession success
• Using staff committees to train future leaders
• And much more

In addition to the data gathered by IOMA Research, the report includes the ‘stories’ behind the data, plus six case studies of how individual firms are approaching these issues.

No-Risk Web Offer: If you're dissatisfied with the report for any reason, return it within 30 days and you'll receive a full refund—with no questions asked.

Click here to review this report's Table of Contents and Introduction.