Surveys

Practice Management Survey

Members' benchmarking tool, the CPAConnect annual Practice Management (PM) Survey, is second to none in our industry. This information-packed report lets individual member firms compare their performance with other similar practices throughout the nation. This valuable practice management tool is available only to participating member firms. It is a dues-driven service to members.

Accurate data derived from the annual PM Survey helps guide management decisions throughout the year based on other profitable practices of a similar size. The PM Survey demonstrates how a firm's practice stacks up in each of the following areas:

Key Performance Indicators
Compensation and Fees
Billing Rates
Production and Realization
Financial Data
Employee Benefits
Marketing
Miscellaneous Data

A number of other client and staff surveys are available to CPAConnect members to help them better understand their clients' needs and manage their own staffs. These include:

Client Satisfaction Survey
Employee Attitude Survey
Upward Evaluation Survey