Practice Management
Review Programs
To sustain the high level of quality their clients expect, CPAmerica members are required to undergo an AICPA-approved CPCAF or PRP peer review. This is an intense review of a firm’s quality control systems by an experienced review team that assists firms in establishing and maintaining appropriate quality control policies and procedures.
CPAmerica members are also available to conduct a Firm Management Review of the key aspects of practice management and a Marketing S.M.A.R.T. Review to examine strengths and weaknesses in the marketing area. A Tax Practice Enhancement Consultation program focuses on developing and managing tax practice procedures.
Three Firm Technology Improvement programs help firms assess their overall technology, infrastructure and network security.
Surveys
Practice Management Survey
What better way to see how your firm is doing than to benchmark its management data with similar CPA firms around the country?
That’s exactly what CPAmerica’s Practice Management Survey provides to its members – an in-depth look at fees, billing rates, realization, software, staffing, compensation and benefits.
Every CPAmerica firm around the country takes part in the confidential survey, with the results closely reviewed by leading partners at their annual retreat and by partners on a regional basis.
A number of other client and staff surveys are available to CPAmerica 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
