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Welcome PrimeGlobal Members

THE 2017 IPA / PGNA ANNUAL SURVEY AND ANALYSIS OF FIRMS

SURVEY SUBMISSION DEADLINE IS APRIL 28

PARTICPATION IS A REQUIREMENT OF YOUR PRIMEGLOBAL MEMBERSHIP

a) Please CONFIRM your participation to survey@plattgroupllc.com no later than January 20.

b) Determine the key contact person or persons in your firm who will complete the survey for your firm. If you are not responsible for the completion and/or submission, please forward the survey to the appropriate person or persons, and alert IPA at survey@plattgroupllc.com to any changes.

c) If your firm participated in the 2016 survey and you would like to obtain a copy of your firm’s 2016 submission, please contact the IPA office at 317-733-1920 or at survey@plattgroupllc.com. NOTE: IPA will not release any data without approval from the MP, CFO or CEO. Thank you for your understanding with this request. Once approval is received, we will provide you with your firm’s prior-year submission for your reference.

f) Submit your completed survey no later than April 28 and submit directly to IPA at survey@plattgroupllc.com. IPA will not accept scanned copies or PDF copies.

WHAT YOU CAN EXPECT FROM IPA: All confidential firm data, including salaries, compensation, income, etc., will held in confidence. Salaries, compensation and sensitive data, such as income, revenues by niche, etc., will NOT be shared with any person(s) outside of your association. Please contact IPA at survey@plattgroupllc.com with any concerns or questions. IPA conducts a thorough review of each survey for commonly missed areas and for any and all errors. IPA will contact the person / contact named on the submitted survey form for any and all clarifications / updates. Some data, such as firm name, MP(s) name, firm net revenue, and organic growth may appear in the IPA Newsletter (if accolades are given).

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Pre-order your 2017 Financial and Operational Report Card and Internal Operational Reports, published in September.

 

Tools You Can Use

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Download the IPA Survey Reference Guide

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View our recorded Online Webinar on Best Practices for Completing the IPA Annual Survey & Analysis of Firms.

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The monthly INSIDE Public Accounting newsletter contains the latest news and trends in the profession, insights from MPs and other accounting leaders, strategies for firm success and analysis of benchmarking data. Also find rankings of the largest accounting firms in the nation in the IPA 100 [August], 200 [September], 300, as well as the Fastest-Growing firms [October] and Best of the Best firms [September].

Subscribe to the IPA Newsletter

The firm administration, human resources and information technology reports dig deeper into the operations and best practices of participating accounting firms across the U.S. Like IPA’s National Benchmarking Report, the data are broken down by revenue band and geographic region.

Pre-order your 2016 Internal Operational Reports

The IPA Financial and Operational Report Card is a one-page snapshot of your firm’s overall performance in 22 areas compared with more than 500 participating firms, firms in your revenue band and the IPA Best of the Best firms. The Report Card [PDF sent via email] gives you the ability to quickly see where your firm is doing well and the areas that may need extra attention.

View a Sample of the IPA Report Card

Did you merge with or acquire another firm? Did your firm admit a new partner or launch a new practice area? Share your news with the IPA INSIDER group on a regular basis, on the IPA Blog site. Submit your news now.

We’d also like to hear about innovations at your firm. Each month, IPA interviews thought leaders, managing partners, marketing directors, CFOs and others to compile best practices for public accounting firms across the country. How can you help? Suggest an article. Share your ideas. Learn from others.

Mike Platt’s expertise in accounting firm benchmarking trends and analysis has made him a sought-after speaker at partner retreats and conferences. With more than 30 years of experience in the profession, he presents ideas and strategies that help firm owners improve their businesses.

Contact IPA if you are interested in booking Mike Platt for your next event.

If your firm is highlighted in an article in the IPA monthly newsletter or receives an accolade, IPA can provide you with a customized reprint. For a nominal fee, your firm can receive unlimited publishing rights to distribute a reprint of your firm’s rankings in IPA. Provide IPA with your custom PMS colors and a high-resolution .JPEG image of your logo and IPA will do the rest.

Contact Chelsea Page for more information.

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