Practice Management Reports

Setting the Benchmark for CPA Firms

INSIDE Public Accounting publishes a suite of specialized CPA benchmarking reports based on data from more than 600 participating firms. These reports provide detailed analysis across key areas of firm performance, including practice management, information technology, human resources and firm administration.
Each report delivers structured, data-driven insights designed to help CPA firm leaders evaluate operations, compare results with peers, and make informed strategic decisions.

INSIDE Public Accounting publishes four specialized benchmarking reports annually, each built on data submitted by more than 600 CPA firms participating in the IPA Practice Management Survey. These reports provide detailed, structured analysis of firm performance across key operational areas, designed to help CPA firm leaders evaluate operations, compare results with peers and make informed strategic decisions.

Executive summaries are available for each report and are excerpted from the full publication. Each summary includes a detailed table of contents outlining the metrics and topics covered, allowing firms to evaluate which report best aligns with their needs.

Access the 2025 IPA benchmarking reports and related tools through our secure order form. After completing your purchase, you will receive a link to the interactive digital report (with PDF download option included).

See available benchmarking reports, report cards, IPA Insights and additional resources below.

Practice Management Report

View Executive Summary of the Report

The IPA Practice Management Report is INSIDE Public Accounting’s flagship annual benchmarking publication, based on data from more than 600 CPA firms participating in the IPA Practice Management Survey.

The report provides detailed analysis of firm strategy, leadership structure, revenue growth, profitability, staffing models and operational performance. In addition to benchmarking data, it includes trend analysis and contextual insights to help firm leaders evaluate performance and plan strategically.

Information Technology Report

View Executive Summary of the Report

The IPA Information Technology Report benchmarks technology adoption and investment trends across CPA firms. Based on survey data, the report analyzes cybersecurity practices, cloud infrastructure, practice management software, automation tools and other emerging technologies shaping the profession.

Designed for CIOs, IT directors, operations leaders and firm executives, the report helps firms compare technology strategies, evaluate spending patterns and align digital initiatives with industry benchmarks.

Human Resources Report

View Executive Summary of the Report

The IPA Human Resources Report provides benchmarking data on workforce strategy and talent management within CPA firms. Drawing from the IPA Human Resources Survey, the report analyzes talent acquisition, retention initiatives, workforce development, compensation structures, workplace culture and diversity efforts.

Designed for HR professionals, managing partners and firm leadership, the report helps firms compare staffing models, evaluate compensation practices and strengthen long-term talent strategies.

Firm Administration Report

View Executive Summary of the Report

The IPA Firm Administration Report benchmarks the systems, policies and operational processes that support CPA firm performance. Based on data from the IPA Firm Administration Survey, the report analyzes administrative workflows, office operations, governance structures, policy management and internal communications.

Designed for operations leaders, COOs and firm administrators, the report provides comparative benchmarks to help firms improve efficiency, strengthen governance and scale effectively.

Report Cards

Custom Financial and Operational Analysis

IPA Report Cards provide participating firms with a customized analysis of their financial and operational performance. Each report includes more than 20 key performance indicators specific to your firm, compared against:

  • All firms participating in the IPA Practice Management Survey
  • Firms within your revenue band

Report Cards present benchmarking data in a structured, easy-to-interpret format, allowing firm leaders to quickly evaluate strengths, identify gaps, and prioritize improvement efforts.

For firms seeking deeper analysis, INSIDE Public Accounting also offers fully customized reports built from aggregated survey data. These reports can be tailored to focus on specific metrics, operational areas or strategic questions unique to your firm. 

Contact us to learn more about creating a specialty custom report for your firm.

FAQs

They are annual benchmarking reports that analyze financial and operational data from over 600 CPA firms.

IPA publishes its benchmarking reports annually in September. 

Reports provide aggregated industry benchmarks, while report cards deliver firm-specific comparisons against peers. 

Data is collected through the IPA Practice Management Survey.

CPA firm owners, managing partners, administrators, HR leaders, IT leaders and consultants use IPA reports.