About Us.

INSIDE Public Accounting: Three Decades of CPA Expertise

Discover INSIDE Public Accounting – North America’s leader in CPA Practice Management resources. IPA delivers years of unparalleled expertise and insights for CPA firm growth. 

About INSIDE Public Accounting

Your mission is our mission. INSIDE Public Accounting inspires firm leaders to build their practices through data-driven thought leadership and sharp analysis of financial and operational data from 600 firms every year. 

We are leaders in practice management resources across North America. IPA is devoted to the public accounting profession and has been for more than 35 years.  

2023 Best of
the Best

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Best of the Best list for this year.

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If you want to be the best, you have to work with the best. That’s why hundreds of firms trust IPA as their resource for greatness. We can help your firm meet its potential and maximize growth through e-news delivered straight to your inbox, quarterly publications, practice management reports, and more.  

Meet our people:

Connect with our dedicated IPA team

We are a passionate and dedicated team of professionals driven by a shared commitment to help our clients succeed as business owners. Our diverse backgrounds and expertise enable us to offer unique points of view and tackle challenges from well-informed perspectives. IPA has assisted firms across North America to grow and thrive since 1987, and our team has decades of experience helping firms just like yours.

Chelsea Summers

Executive Director

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Chelsea works directly with the INSIDE Public Accounting Practice Management Survey and the Rosenberg Survey. Her role at IPA includes launching the annual survey, receiving submissions, managing clarification of the data, and creating the practice management reports, data analysis, IPA 500 rankings and Best of the Best lists. 

Kennedy Backer

Director of Rosenberg Survey
Operations Coordinator

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Kennedy works closely with the INSIDE Public Accounting team to administer the four practice management surveys. Her pivotal role with the Rosenberg Survey includes working closely with survey participants to ensure effective communication, analyzing and reviewing the survey submissions to ensure apples-to-apples comparisons of data, and managing the survey platform to streamline operations.

Sarah Canning

Marketing Coordinator

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Sarah supports IPA’s marketing efforts by developing and executing campaigns that expand the reach of IPA’s surveys, reports, and insights.  She manages email marketing, creates engaging content, and assists with website updates to optimize outreach.

Anna Morgan

Operations Coordinator

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Anna provides support for the IPA Practice Management Survey and the Rosenberg Survey through reviewing data, marketing and database management. In addition, she assists in crafting and posting blogs, coordinating website updates and designing engaging bi-weekly emails. 

Charles Hylan, CPA, MBA

Facilitator & Consultant

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Charles is part of a talented team that puts together four benchmarking surveys and a monthly practice management publication. He also facilitates strategic planning retreats for accounting firms across the county and presents at several association conferences throughout the year. His consulting work and over 30 years of experience enable him to help firms make meaningful change and interpret the data coming out of the IPA and Rosenberg surveys.

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Testimonials

Heidi LaMarca

Heidi LaMarca

President & CEO, Windham Brannon

“The IPA report gives us insight into how we are doing compared to our peers as it relates to firm performance and highlights those areas that need improvement.”
Shaun Powell

Shaun Powell

Director of Finance, GBQ Holdings

“At GBQ, we look forward to the annual benchmarking report and regional data.  We use this to benchmark our performance against our peers and determine areas of improvement and areas where we have a particular strength that we can leverage.  We capture trends in various metrics which help us to determine potential risks and opportunities. It is a very valuable performance measurement tool and one of great value for GBQ.”
Dan Smith

Dan Smith

Chief Operating Officer, Smith + Howard

"Smith + Howard has participated in the IPA Survey for over 15 years. The consistent information requested by IPA, allows us to compare our firms results year over year, which continues to be valuable. More importantly, the information allows us to compare our firm to the “Best of the Best”. We also use the Human Resources and Information Technology survey results to ensure we are competitive and aware of the ongoing changes in our industry."
Allan Koltin

Allan Koltin

CEO, Koltin Consulting Group

“Working with the IPA team is always a pleasure. They ask great questions when they are interviewing me and always properly capture the essence of what is being said. IPA provides ‘must-read’ material for any current or future leader in the accounting profession. It is chock full of great feature stories and commentary and I always take away a couple of great ideas.”