surveys & research

survey results: decide to be decisive

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clockwise from top left: hood, bleacher, eckelkamp, middleton
lessons in decisiveness from (clockwise from top left) hood, bleacher, eckelkamp, middleton

decisiveness defines success in accounting: firms of all sizes agree.

success traits for accountants
join the survey. get the answers.

by hitendra patil
accountaneur

卡塔尔世界杯常规比赛时间 research into  “the essential success traits of entrepreneurial accountants” shows that accountants rate decisiveness as the single most important personality trait for achieving success.

more accountaneur:  the curious case of ‘the irreplaceable accountant’ |  $26 billion worth of strategic insights for accountants  |  the three gears that drive success in the accounting business  |  brexit worries?  worry more about cexits, texits and pexits  |  linkedin launches accountant-for-hire service  |  4 pillars of future firm foundation  |  ‘uberizing’ means more than technology  |  you don’t think technology helps get new clients?  |  do you want a practice … or a business?  |  ‘decisiveness’ rated top trait for   success in accounting business  |  tax season management: multi-tasking is a myth  |  3 apps to automate business networking  |

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

“being proactive and anticipatory is showing up in our work more and more and, in fact, is what both clients and employers are looking for – anticipation and decision-making in uncertainty combined with a strong future view,” says tom hood, president and ceo, maryland association of cpas.

read more →

cpa firm revenues rise a hefty 8%

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annual growth: 2006 to 2015 (firms over $2 million)
annual growth rates for firms grossing over $2 million per year. source: rosenberg map survey via 卡塔尔世界杯常规比赛时间

partner incomes top $400,000 as firms make advances in efficiency and productivity.

by rick telberg
the rosenberg map survey

cpa firm revenues are surging more than 8 percent in the just-released 18th annual rosenberg map survey, the strongest expansion in almost a decade.

the advances are being fueled mostly by organic growth, by, with the merger frenzy showing no signs of slowing down, mergers account for about 28 percent of the new revenue, according to the report’s authors, the growth partnership, a st. louis-based practice management consultancy.

but the profession could be holding itself back, according to the authors, led by charles hylan of the growth partnership.

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new survey results: two ways your strategic plan can reduce turnover

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join the survey. get the results.
how firms are beating the staffing crisis: join the survey. get the results.

study links “flight-risk” staffers with poor leadership habits.

how some firms are beating the staffing crisis:
join the survey. get the results.

by kristen rampe
talent retention & development

your strategic plan is a great visionary document. first of all, because you have one, and have formulated where you want to steer your firm over the next few years. and secondly, because every owner of your firm knows what the plan is. they probably even nodded in agreement during the planning session (we’ll leave the topic of buy-in for another day).

with every living set of ideas like a strategic plan, there are undoubtedly changes, updates, progress, regress, adherence, and abhorrence. overall, though, it’s meeting your expectations and serving as a solid drop in the ‘planning is everything’ bucket.

but is your strategic plan doing as much for you as it can? we have been surveying cpa firm team members and asking them what characteristics of their firm they felt were being done well or well communicated, and which weren’t. the strategic plan is a topic that came up with some strong data.

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new findings: the three gears that drive success in the accounting business

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gears-in-head
essential success traits: join the survey; get the results

top drivers found in new 卡塔尔世界杯常规比赛时间 research.

by hitendra patil
accountaneur

a new study of 卡塔尔世界杯常规比赛时间 survey research shows that the most successful accountants in the business share three particular personality traits that, when combined, create a powerful force for growth and profits.

卡塔尔世界杯常规比赛时间 is studying “the essential traits for success as an entrepreneurial accountant.” nearly 400 accountants have participated in the survey and about 80 percent of the respondents are managing partners, owners or ceos of their firms.  join the survey, get all the updates.

findings from the survey have already shown that “decisiveness” is the top trait for success in accounting business. but when matched with two other traits, the three together form a powerful and integrated success-cycle for accountants.

the research is finding answers for questions like:

  • which traits separate successful firms from others?
  • how do high-performing firms thinking differently from others?
  • which traits determine how big your firm can grow?

read more →

cpe survey: large-firm cpas dealing with large-sized issues

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african elephant danceproblems cpe alone won’t solve.

by rick telberg
卡塔尔世界杯常规比赛时间 research

while the rest of the profession is focusing on tax services, the largest firms are expanding capabilities in accounting, financial reporting, practice management, and new technologies, according to new results from a 卡塔尔世界杯常规比赛时间 survey conducted in conjunction with the ohio society of cpas and consultant michael ramos.

https://www.research.net/r/cpe16
join the survey, get the results.

more cpe trends:  cpe study finds six essential success factors for accounting firms |  top trending specialty niches  | busy season ends but not the focus on taxes  |  why some cpas are focusing on accounting & financial reporting this year  |  top cpe trends: how accountants are re-tooling for 2017  |  mike ramos on the training mindset: mapping firm attitudes to performance  |  ohio cpa society teams with 卡塔尔世界杯常规比赛时间 to improve cpe roi  |  mike ramos on how to build a powerhouse learning team for your cpa firm  |

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the profession’s large firms also have large problems – problems that can’t be solved by cpe alone, according to remarks by survey respondents. problems like survival.

the survey results show in detail where large firms are investing their valuable time and resources, and how the best of them manage their training budgets to align with strategy. many large firms could be getting a better return on their training budgets.

the survey shows, for instance, where most large firms fall short in: read more →

accounting tops list of most profitable industries, again

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pile of new 100 us dollars 2013 banknotesof course, that’s pre-tax.

by 卡塔尔世界杯常规比赛时间 research

privately held accounting-related companies – accounting, tax preparation, bookkeeping and payroll service companies – are the most profitable, with net profit amounting to 18.3 percent of sales, on average, based on a financial statement analysis for the 12 months ended june 30.

to be sure, if you ask two accountants how profitable they are, you’ll get three answers.
read more →

cpe survey: top trending specialty niches

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join the survey. get the details
join the survey. get the details

the hottest topics: nfps, pfp, bv.

tooling up for 2017
join the survey; get the results.

by rick telberg
卡塔尔世界杯常规比赛时间 research

the ongoing survey on professional development strategies, conducted in conjunction with the ohio society of cpas and consultant michael ramos, is asking in what areas accountants plan to beef up their capabilities this year. the survey touches on two dozen aspects of practice management and skill development. among them, the not-for-profit niche is emerging as the hottest specialty niche, followed by personal financial planning and business valuation.

https://www.research.net/r/cpe16
join the survey; get the results

more cpe trends:  busy season ends but not the focus on taxes  |  why some cpas are focusing on accounting & financial reporting this year  |  top cpe trends: how accountants are re-tooling for 2017  |  mike ramos on the training mindset: mapping firm attitudes to performance  |  ohio cpa society teams with 卡塔尔世界杯常规比赛时间 to improve cpe roi  |   ed mendlowitz on how to choose the right cpe  |  sandi leyva on three ways to make cpe work for you  |   ed mendlowitz on the six rules to get the most out of cpe  |   mike ramos on how to build a powerhouse learning team for your cpa firm  |  4 steps to get more from your training budget  |  how to manage cpe by the numbers  |  three tips for creating training metrics  |  high-impact learning: 4 ways to maximize cpe roi  |  four new cpa opportunities for the new economy

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

as might be expected, preliminary results are showing most efforts to be in the standard professional missions: accounting, financial statements, audits, and tax preparation. the survey is also asking about specific specialty skills. the results may be indicating the true scope of today’s—and tomorrow’s—accounting industry. every skill mentioned was being pursued by at least quite a few respondents. read more →

survey results: tax software satisfaction ratings

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four software companies control more than 90 percent of the tax prep business. but which one has the biggest fans?

by 卡塔尔世界杯常规比赛时间 research

for a more in-depth report, we recommend the tax software report: comparative intelligence for data-driven decision-making.

with only four companies already controlling 90 percent of the professional tax preparation software market, the competition is intense. to be sure, some 9 in 10 accountants can be counted on to renew year after year, giving vendors barely single-digit year-over-year percentage increases in organic revenue growth.

but with the advent of the cloud, evolving client needs, workflow innovations, and an uncertain outlook for a major tax code overhaul, this year could present a singular set of choices for tax professionals – and fresh opportunities for vendors.

four companies dominate the cpa tax software market:

  1. thomson, with ultratax and gosystem;
  2. cch, with prosystem, axcess tax, and atx;
  3. intuit, with lacerte, proseries and turbotax; and
  4. drake

in the rest of this report, based on a survey by the aicpa of its members, we provide additional detail on:

  • tax prep software market share
    • — overall
    • — small firms
    • — mid-size firms
  • likes and dislikes
  • product switching
  • best for a new practice
  • training, technology, and support

read more →

cpe survey: why some cpas are focusing on accounting & financial reporting this year

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https://www.research.net/r/cpe16
how to stay competitive: join the survey; get the results

increased monthly billings to augment once-a-year tax work.

how to stay competitive:
join the survey; get the results

by rick telberg
卡塔尔世界杯常规比赛时间

this year’s tax business is done; mostly, anyway. now it’s time to buckle down and do what cpas – and only cpas – are built for: accounting, financial reporting, compliance, auditing, attestations, and, of course, the host of consulting services that range from business valuation to internal controls.

more on trends in professional development: top cpe trends: how accountants are re-tooling  |  ohio cpa society teams with 卡塔尔世界杯常规比赛时间 to improve cpe roi

lepper
lepper

preliminary results from a survey being conducted by 卡塔尔世界杯常规比赛时间 in conjunction with the ohio society of cpas and consultant michael ramos show that about 42 percent of accountants are making accounting and financial reporting a top priority, second only to taxes, and almost twice the rate for two dozen other pursuits.

julie lepper at lepper & company llc, which works with a lot of agricultural professionals in greater pinckney, mich., says upcoming efforts will be in accounting, reporting, practice management, internal control, and tax matters. “these are areas of particular interest to the direction of our firm,” lepper says. “we want more monthly accounting clients, so we want to take classes related to that area that might give us some tricks and updates.  we are also want to help clients with process and internal controls.” read more →

research results: how firms pay new partners

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plus: 14 flaws of most comp plans.

by marc rosenberg
how to bring in new partners

most firms are giving out raises of 10 to 15 percent when they promote senior managers to partners. but, of course, it’s not as simple as that.

more on partnership: what does buy-in buy? | how to structure partner buy-in | keys to bringing in new partners

there are essentially two the kinds of systems that firms across the country are using:

(1) the formula and

(2) the comp committee. but let’s dig deeper into the data, which comes from

but let’s dig deeper into the data, which comes from the rosenberg map survey.
read more →