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Firm Management

Ebook Offers Insight Into Accounting Firm Operations and Technology

The eBook features survey results and insights unique to the solo and small firm, taken from the 2nd Annual Accounting Firm Operations and Technology Survey. This eBook is published in cooperation with Rick Telberg, President and CEO of CPA Trendlines.

Firm Operations and Technology survey eBook

Randy Johnston, CEO and Founder, Network Management Group, Inc., Leslie Garrett, PhD, CEO of Insight Research Group, and Brian Tankersley, editor of the publication announce the release of the Solo Practitioner and Small Firm Edition of the 2nd Annual Accounting Firm Operations and Technology survey eBook.

The eBook features survey results and insights unique to the solo and small firm, taken from the 2nd Annual Accounting Firm Operations and Technology Survey. This eBook is published in cooperation with Rick Telberg, President and CEO of CPA Trendlines.

“This book was created to give solo practitioners and small firms a high quality resource they could use to benchmark their practices against firms of similar size,” said Johnston. “The insights provided in the Consultants Counsel sections of this eBook are focused solely on areas of significance for solo practitioners and small firms; it is intended to serve as an easy-to-reference field manual to help these firms with decision-making in the areas of technology and operations.”

This survey included respondents from all 50 states, with the number of respondents doubling over last year’s results, which further validates the data. The Solo Practitioner and Small Firm Edition of the 2nd Annual Accounting Firm Operations and Technology Survey eBook features:

• Survey results exclusively for solo and small firm practitioners from 74 survey questions presented using charts and tables showing last year’s results against this year.

• Six sections, including:

  • Demographics
  • Practice Management
  • Technology Management
  • Technology Governance
  • Computer Hardware & Operating Systems
  • Application Software

• Consultants Counsel for each section, containing analysis and consulting commentary to help solo practitioners and small firms understand how they might apply the results to their practice.

• Articles sharing thought-leadership. Several of the profession’s most respected thought leaders weigh-in and provide insight into select results. Articles have been contributed by Richard Koreto, Managing Editor of AccountingWEB, Daniel Hood, Editor-in-Chief of Accounting Today, Jim Boomer, CIO and Shareholder, Boomer Consulting Inc., Gail Perry, Editor-in-Chief of CPA Practice Advisor, Rick Telberg of CPA Trendlines, and Bob Scott, Editor-in-Chief of The Progressive Accountant.

• Productivity, Profitability, Risk Mitigation Award-winners. Respondents of the 2nd Annual Accounting Firm Operations and Technology Survey were asked to identify the accounting practice application software that has had the greatest impact on their firm in each of these three areas: 1) Productivity, 2) Profitability, and 3) Risk Mitigation. The 2015 award-winners are revealed in this eBook.

The Solo Practitioner and Small Firm Edition Accounting Firm Operations and Technology eBook is 90 pages in length and features 74 survey questions and overall results for each survey question presented in easy-to-understand charts and tables. The eBook provides survey results by size of firm broken down by solo practitioners and small firms (1 to 10 employees).  Year-over-year results are included, showcasing trends unfolding.