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The leading national compendium of CPA firm practice management benchmarks.

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The CPA Industry’s Largest, Most Authoritative Annual Report

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WHERE DOES YOUR FIRM RANK?

In this year’s report, five new trends are especially eye-opening:

1.  Organic growth hits 5.8%, a nice increase from the year-ago figure.

2.  Merger frenzy shows no signs of slowing, accounting for 28% of total growth.

3.  Income Per Partner averages $406,000, up 4%.

4.  Large increases in staff-partner ratios leading to fatter margins.

5.  Baby Boomer retirements fuels wave of new partners.

The Rosenberg MAP Survey is well-known and well-respected within the national CPA industry for its accuracy, thoroughness and high participation rate.

“THE barometer for CPA firm practice management.”

AccountingToday

SEVEN REASONS ROSENBERG IS THE BEST

  1. Large number of participants — almost 400 firms.
  2. Results are reviewed by three CPAs for accuracy and validity.
  3. A customized benchmarking sheet for your firm.
  4. Row-by-row data for each firm – no other national survey gives you this.
  5. Comprehensive analysis and an executive overview of key findings.
  6. Key metrics broken down by size range, population range and geographic location.
  7. Dozens of special analyses and correlations – never seen in any other MAP survey.

INCLUDING

  • Firms, sorted by size:

— firms with annual fees >$20M
— firms with annual fees $10M-$20M
— firms with annual fees $2M – $10M
— firms with annual fees <$2M
— sole practitioners

  • 100 benchmarks in all
  • Four different city population ranges
  • Four-year trend analysis
  • Statistics seldom seen in other surveys
  • Research showing which statistics correlate the most with profitability
  • Partner compensation, partner buy-in and buy-out and partner retirement plans
  • Statistics for CPA-operated financial services practices
  • Executive summary written by Marc Rosenberg

 

Commentary, analysis and forecasts by leading authorities, including:

  • Allen Koltin, Koltin Consulting

  • Jeff Pawlow, President, The Growth Partnership

  • Marc Rosenberg, The Rosenberg Associates

  • Jennifer Wilson, Convergence Coaching

  • Gary Adamson, Adamson Advisory

  • August Aquila, Aquila Global Advisors

  • Sam Allred, Upstream Academy

  • Gale Crosley, Crosley Company

  • Chris Frederiksen, Panalitix

  • Angie Grissom, The Rainmaker Companies

  • Rita Keller, Keller Advisors

  • Roman Kepczyk, Xcentric

  • Art Kuesel, Kuesel Consulting

  • Tamera Loerzel, Convergence Coaching

  • Rob Nixon, Panalitix

  • Terry Putney, Transition Advisors

28 KEY DATA POINTS FOR FIRMS OF ALL SIZES

  1. Age of the Partners
  2. Audit Practice Impact on Key Metrics
  3. Bigger Firms and Profitability
  4. Billing Rates of Partners within the Same Population Market
  5. Billing Rates: Do Firms With High Rates Have Lower Realization?
  6. Client Retention: Acquiring a Firm vs. Internal Retirements
  7. Dress Code
  8. Elite Firms Analysis
  9. Gender Mix and Percentage of Female Partners
  10. Financial Services
  11. Managing Partners’ Client Responsibilities
  12. New Partner Buy-In
  13. New Partner Compensation
  14. Non-Equity Partner Position: A Growing Trend
  15. Partner Agreements
  16. Partner Charge Hours and Income per Partner
  17. Partner Compensation Systems
  18. Partner Retirement/Buyout
  19. Partner Retirement Plans: Penalty if clients leave the firm
  20. Partner Retirement Plans: How many firms are making goodwill based payments?
  21. Partner Retirement: Mandatory retirement
  22. Profitability Measurement
  23. Small Cities and Profitability
  24. Staff Billable Hours
  25. Staff to Partner Ratio Correlated to Income Per Partner
  26. States: Profitability and Growth for Certain States
  27. Tax Season Impact on Staff Billable Hours
  28. The Statistics that Correlate Most with Firm Profitability

Download the free preview of sample pages (PDF)

Spiral bound, 182 pages.

$525.00

$475.00

You save $50.00 (10%)!