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INSIDE PUBLIC ACCOUNTING The Competitive Advantage for Accounting Firm Leaders INSIDE Public Accounng (IPA) is where leaders across the profession turn first to advance their firms and achieve results. Through IPA, you can find the informaon you need to stay current and compeve, the educaon you need to deepen your experse and the collaboraon you need to fuel creavity. For more than 25 years IPA has been the gold standard of best pracces and benchmarking. NEWSLETTERS BEN NEWSLETTERS BEN CHMARKING EDUCATION CHMARKING EDUCATION INSIDE Public Accounting (317) 733-1920 www.insidepublicaccounting.com OPENING DOORS TO OPENING DOORS TO SUCCESS… SUCCESS… In business, results matter

OPENING DOORS TO SUCCESS… - NASBA Registry · SHARE Add your firm news and unique best practices to the insider information that makes up IPA. Each month, we interview thought leaders,

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Page 1: OPENING DOORS TO SUCCESS… - NASBA Registry · SHARE Add your firm news and unique best practices to the insider information that makes up IPA. Each month, we interview thought leaders,

INSIDE PUBLIC ACCOUNTING The Competitive Advantage for Accounting Firm Leaders

INSIDE Public Accounting (IPA) is where leaders across the profession turn first to advance

their firms and achieve results. Through IPA, you can find the information you need to stay

current and competitive, the education you need to deepen your expertise and the

collaboration you need to fuel creativity. For more than 25 years IPA has been the gold

standard of best practices and benchmarking.

NEWSLETTERS BENNEWSLETTERS BENCHMARKING EDUCATION CHMARKING EDUCATION

INSIDE Public Accounting

(317) 733-1920

www.insidepublicaccounting.com

OPENING DOORS TO OPENING DOORS TO SUCCESS…SUCCESS…

In business, results matter

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Welcome

CONTENTS

GET CONNECTED 3

OPPORTUNITIES 4

NEWSLETTER 5

SURVEY 7

BENCHMARKING 9

TRAINING / CPE 11

MORE OPPORTUNITIES 12

IPA ACCOLADES 13

Who We Are

The Platt Group is the publisher of INSIDE Public Accounting

(IPA), the award-winning newsletter, and the award-winning

IPA National Benchmarking Report. With more than 27 years

of independent reporting and more than 23 years of survey

and benchmarking experience, IPA provides data and ideas

from managing partners, CFOs and thought leaders across

the nation that firms can use to adapt to the ever-changing

landscape of the profession, overcome obstacles and

achieve their potential.

The Platt Group

4000 W. 106th St., Ste. 125-197, Carmel IN 46032

(317) 733-1920

[email protected]

www.insidepublicaccounting.com

INSIDE Public Accounting WWW.INSIDEPUBLICACCOUNTING.COM

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Get Connected

CONNECT WITH IPA

[email protected]

(317)733.1920 (O)

(317) 663.1030 (F)

www.insidepublicaccounting.com

HOW CAN YOU CONNECT WITH INSIDE PUBLIC ACCOUNTING?

Add IPA to your media lists

Participate in the IPA Survey and Analysis of Firms

Become a Best of the Best Alumni

Become an IPA All-Star Firm

Share Best Practices and Expertise With IPA and Become Famous

Be our guest at The PRIME Symposium

Benchmark your Progress with Ongoing Analysis from IPA

Give us a Call and Ask a Question

Engage the Platt Group

Give us Feedback

STAY CONNECTED.

INSIDE Public Accounting WWW.INSIDEPUBLICACCOUNTING.COM

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www.insidepublicaccounting.com

SHARE

Add your firm news and unique best practices to the insider information that makes up

IPA. Each month, we interview thought leaders, managing partners, marketing direc-

tors, CFOs and others to compile a best-practices publication for firms across the coun-

try. How can you help? Give us a call! Share your ideas.

PARTICIPATE / ENGAGE

How does your firm rate compared to your peers? Where does your firm rank across

the nation? Who will be named to the Best of the Best firms list? The annual IPA Survey

and Analysis of Firms is one of the longest-running MAP surveys in the nation. For more

than two decades, IPA’s Benchmarking Report has been one of the most thorough,

complete and insightful analyses of CPA firms in the U.S. The report is well known for

being independent, accurate and confidential. Help uncover trends, issues, opportuni-

ties by participating.

BRAG

Share your firm’s accomplishments by ordering customized reprints highlighting your

firm’s IPA ranking(s) / accolade(s) and articles featuring your firm’s progressive ap-

proach. Join the more than 400 firms annually across the nation for your chance to be

named an IPA 100, 200, Best of the Best, or an All-Star firm. Stand out from the crowd.

LEARN AND EARN

The annual PRIME Symposium is built around the IPA Best of the Best firms operations.

This must-attend best practices event is designed for managing partners, CFOs, mar-

keting directors and key firm personnel who are responsible for the growth and direc-

tion of the firm. Earn CPE credits. Mark your calendars. November 4-6, 2013.

Opening Doors To Opportunity

INSIDE Public Accounting WWW.INSIDEPUBLICACCOUNTING.COM

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CONTENTS

The IPA Newsletter…Information is

everywhere. But “INSIDER information” and unique

insight, reporting, analysis and benchmarking trends

by a team with more than four decades of combined

experience working with firms is what makes IPA stand

out from the rest. Independent, timely, focused, confi-

dential, accurate financial, operational and best prac-

tice data for the accounting profession that leads to

greater profitability and best practices.

Since 1987, firms have turned to IPA, a subscription-

based authoritative, independent newsletter and

benchmarking report of record, for honest, INSIDER

best practices and benchmarking analysis. It is the go-

to publication for successful firms to get news,

gain strategies, uncover trends and best practices that

affect you, your firm and the profession.

Click here for more information!

INSIDE Public Accounting

You can rely on IPA for

practical solutions you can't

get elsewhere. IPA offers a

money-back guarantee. If

at any time you decide to

cancel, we will refund the

prorated amount left on

your subscription. What do

you have to lose?

View samples of the IPA

newsletter. Click here to

subscribe or contact us

about a firmwide license!

Your competition may have

an advantage over you.

Don’t be left in the dark.

The Competitive Advantage For

Accounting Firms Since 1987

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CONNECT WITH THOUGHT LEADERS FROM ACROSS

THE PROFESSION!

For less than the cost of two hours of billable time,

per year, you can gain access to a wealth of infor-

mation and best practices. Included in your personal

monthly subscription to IPA, you get breaking news

updates, full analysis of the IPA 100, 200, the Best of

the Best, the IPA All-Star firms. You also get articles

highlighting the most recommended consultants and

the most admired peers and firms that will keep you

informed and poised for growth and the next big op-

portunity.

Let IPA write an article that highlights your firm’s best

practices. Send us firm news, promotions, communi-

ty outreach programs, unique marketing efforts and

more. Reach out to IPA.

Upload the annual firmwide licensed IPA monthly

newsletter to your firm’s Intranet. Maintain an

ongoing record of best practices, consultants’ advice,

managing partner key issues and solutions, and

what’s happening across the profession, for your

entire firm. All of this is available for a nominal

annual fee.

What People Say About…IPA

“I look to IPA for trends and notables

in keeping up with the profession

which I can’t find in any other

publication.”

“IPA provides an in-depth view of the

profession. The monthly articles pro-

vides timely benchmark information

which helps to keep me and my firm

up-to-date with trends and how we

can benefit from the ongoing change

in the profession.”

“The strength of IPA is the fact that it

is grounded in the real-world of facts

and articles about firms and individu-

als who are succeeding regardless of

the economy.”

View samples of the IPA newsletter. Click here to subscribe or contact us about a

firmwide license!

INSIDE Public Accounting

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INSIDE Public Accounting

Annual Subscription

An annual subscription includes, 12 issues of the monthly IPA newsletter, monthly e-

news updates alerting you to breaking news such as mergers, behind the scenes news,

managing partner changes and much more.

2013 Pricing

Single-User Print Copy: $518/year

Single-User PDF Copy: $439/year

Firmwide PDF License*: $1,499/year

Firmwide PDF and Print License*: $1,648/year

*Includes a firmwide licensed PDF that you can share amongst your partner group, key

staff and place on your firm’s intranet for firmwide viewing. A great way to keep staff up

to date with the inner workings of successful CPA firms.

Contact us for special pricing, or if you have any questions.

[email protected]

NEWSLETTER PRICING

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INSIDE Public Accounting

INSIDE Public Accounting’s readership delivers the largest

targeted audience of managing partners, Best of the Best

firms and thought leaders that the profession has to

offer. IPA readers are responsible for strategic business

decisions that directly impact the success and growth of

their firms.

You can reach this exclusive group with IPA’s monthly

newsletter, online, conferences or a customized plan for

key market coverage.

Unique Firm Subscribers: 500

Newsletter Reach/Readership: 7,500+

E-News Update Reach: 2,000+

Advertising Campaign Pricing Starts at $850.

Contact us today for more information at

[email protected]

SNAP SHOT OF SOME OF

IPA’S CLIENTS

ACCENTURE

ALPERN ROSENTHAL & CO.

ANCHIN BLOCK & ANCHIN

ARMANINO MCKENNA

ARONSON LLC

BAKER TILLY VIRCHOW KRAUSE

BDO USA, LLP

BKD LLP

BLUE & CO.

CLIFTONLARSONALLEN

COHNREZNICK

CROWE HORWATH

EIDE BAILLY

GRASSI & CO.

KPMG

MBAF

MCGLADREY LLP

MOSS ADAMS LLP

PARENTEBEARD

PLANTE MORAN

UHY ADVISORS, INC.

WARREN AVERETT LLC

WHITLEY PENN

WITHUMSMITH+BROWN

AND MANY MORE!

Advertise with IPA

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Participation costs nothing...

Gain a Competitive Advantage and grow your

firm with industry insight from the independent benchmarking leader and the more

than 500 firms nationwide that participate in the IPA Survey and Analysis of Firms. For

23 years, the IPA survey has been the gold standard of benchmarking for the profes-

sion... IPA’s vision is to provide the profession with an independent, first-class confi-

dential tool to empower and guide firm leaders to continued growth, process improve-

ment and best practices for firmwide operations.

Contact us today to ensure you receive your invitation for participation or for more de-

tails on how to receive the annual IPA Benchmarking Report Executive Summary and

participate. The 2012 Report will be available in September 2012.

Fees/Revenue

Net Income per Partner

Partner Compensation

Administrative Salaries

Marketing Staff Salaries

Staff Charge Hours

Fees by Niche

Service Mixes

Staff Salaries

Benefits

Partner Workloads

Marketing Costs

Partner Retirement Issues

Training Requirements

Personnel Costs

Partner Charge Hours

Fees/Charge Hour

Realization

IT Staff Salaries

Growth Trends

Retirement Plans… and much MORE

The 2012 IPA National Benchmarking Report Covers

The IPA Survey

CONFIDENTIAL. ACCURCONFIDENTIAL. ACCURATE. INDEPENDENT. ATE. INDEPENDENT. EXPERIENCED.EXPERIENCED.

INSIDE Public Accounting WWW.INSIDEPUBLICACCOUNTING.COM

Download the 2012 Executive Summary

Order the 2012 Benchmarking Report

View the 2012 IPA 100 and 200 Firms

View the IPA 2012 Best of the Best Firms

Download the survey form

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Be Recognized Nationally

Could your firm be an…

...IPA 100 firm?

...IPA 200 firm?

...IPA Best of the Best firm?

...IPA All-Star firm?

Or…could you be named… ...A Fastest-Growing firms in the nation? ...One of the Most Admired Peers? ...A recipient of The Pyramid Award?

Participate in the Annual Survey and Analysis of Firms and your firm will be eligible to be consid-

ered for the above accolades. You may use the accolade images on your website, in recruiting

materials, sent in press release to your clients, and many other creative marketing materials.

Unique, independent awards and accolades. Contact us for more information.

INSIDE Public Accounting WWW.INSIDEPUBLICACCOUNTING.COM

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COMPARE AGAINST…Net Revenue

Metrics; Operational Metrics; Net

Income Metrics; Compensation

Metrics

Why spend hours sifting through

financial records, survey data and a

host of internal reports, when you

can find the answer in the perfor-

mance report card specific to your

firm? You will be able to compare

your firm with others with similar

revenue, and best of all, you will be

able to compare and benchmark

your firm against the IPA Best of the

Best firms.

The Operational Financial

Report Card

IPA launched the Financial and Operational Performance

Report Card in 2010. This customized report card, available

to all survey participants, provides firms with an exclusive

gauge that shows how they compare to other firms across

the U.S. - giving you a quick visual on which metrics your

firm is leading the pack on, and which metrics need your

attention.

The report card is broken out by Top, Middle and Bottom

Quartiles, along with 22 metrics that provide you with a

visual snapshot of your firms’ overall performance in 22

areas compared to more than 400 firms. This report card is

a must-have to maintain a competitive advantage. Find out

more today. DOWNLOAD a sample today.

IPA’s

Benchmarking 101

BENCHMARKING…is the process

of comparing the business pro-

cesses and performance metrics

to another that is widely consid-

ered to be an industry standard or

best practice. Benchmarking is a

self-improvement tool that allows

firms to compare themselves with

others to identify their strengths

and weaknesses to learn how to

improve.

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Analyze Data

The INSIDE Public Accounting National Benchmarking Report is one of the most com-

plete, independent, up-to-date sets of economic and management statistics available

about the accounting profession. In 2012 the IPA Report In 2012 the IPA Report (based

on fiscal year 2011-2012 data) contained information representing more than 20,000

partners and close to 200,000 staff. The firms that participated in the 2012 INSIDE Public

Accounting Annual Survey and Analysis of Firms represented an aggregate of $50 billion

in net fees/revenues. In 2013, we are on target to provide even more data, more firms

and more in-depth analysis.

The 2013 INSIDE Public Accounting Annual Survey and Analysis of Firms was launched

in February, and we are confident that the 2013 Report will once again provide valuable

tools and data to help your firm uncover best practices to succeed.

Click here, or contact us today at [email protected] to participate or to pre-

order the 2013 Benchmarking Report. Looking for past issues the report? We’d be hap-

py to help.

http://insidepublicaccounting.com/pages/benchmarking-survey.php

INSIDE Public Accounting WWW.INSIDEPUBLICACCOUNTING.COM

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The PRIME Symposium

Join your hosts, The Platt Group and IPA, for a learning event, built

around the IPA Best of the Best firms. The PRIME Symposium is an in

-depth, hands-on, two-day symposium for MPs, CEOs, CFOs, mar-

keting directors, firm administrators and other key personnel. Based

on the best management practices of the Best of the Best, the PRIME

is a must-attend event! The lineup of speakers is a who’s who of the

profession and the unique interaction during the event, is first-class.

Attendees should prepare to roll up their sleeves and participate.

professionals reaping intelligence from management excellence

In business, results matter

WHAT TO EXPECT:

Best of the Best firms sharing advice; roundtable discussions; key leaders conducting

small, intimate discussion groups.

IPA’s Most Recommended Consultants making presentations, facilitating discussions,

networking and sharing best practices from the trenches.

IPA’s Most Admired Peers sharing advice on opportunities, challenges, the future and

more.

Keynote presentations on accountability, growth opportunities, differentiating your

firm from others, implementing a strategic plan and strategies of the Best of the Best

firms and firm leaders.

A detailed analysis of what makes a firm an IPA Best of the Best.

Date: November 4-6 2013 - Indianapolis, Ind.

INSIDE Public Accounting WWW.INSIDEPUBLICACCOUNTING.COM

Education / CPE

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SURVEY

Where does your firm rank? Who will be

named to the Best of the Best Firms list? The

annual IPA Survey and Analysis of Firms is one

of the longest-running MAP surveys in the nation. Participate in the survey for your chance to

be named an IPA 100 or IPA 200 firm, a Best of the Best firm, and many other stellar acco-

lades. By participating your firm contributes to the overall success and ongoing education of

firms across the nation. What is a Best of the Best? Click here for more information.

ACCOLADES

For a nominal fee, you can get unlimited publishing rights to distribute a reprint of your firm’s

rankings in IPA. Reprints are also available of articles that feature you or your firm. Provide IPA

with your custom PMS colors and a high-resolution .JPEG image of your logo and we will do

the rest. We will provide you with a print-ready PDF to use any way you wish. You may view

actual reprints online.

ARTICLES

If your firm is highlighted in any of the IPA articles, we can provide you with a customized

reprint of the featured article. We can highlight your firm and your leaders providing you with

a print-ready PDF for distribution, Web, and unlimited publishing rights.

Contact us at (317) 733-1920 for a quote, a sample copy or to find out more.

WHAT ARE YOU WAITING FOR?

Marketing & Bragging Opportunities

INSIDE Public Accounting WWW.INSIDEPUBLICACCOUNTING.COM

Opportunities Abound

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THE PRIME SYMPOSIUM

“Excellent; continue to focus on the core issues.”

“Excellent ideas, so much potential.”

“Great Topics, Great Breakouts, Great People.”

“Great use of my time, excellent job.”

“Sessions and breakouts were well organized, very informative, I will be back.”

“You kept my attention...this is one of the only conferences in the past 10 years,

where I sat through the entire event...kudos for that.”

“What a great networking event. Intimate and relaxed. There were so many great

leaders, and so many great firms I was unaware of.”

INSIDE Public Accounting WWW.INSIDEPUBLICACCOUNTING.COM

IPA Accolades

“I look to IPA for trends and notables in keeping up with the profession which I can’t find in

any other publication.”

“IPA provides an in-depth view of the profession. The monthly articles provides timely bench-

mark information which helps to keep me and my firm up-to-date with trends and how we can

benefit from the ongoing change in the profession.”

“The strength of IPA is the fact that it is grounded in the real-world of facts and articles about

firms and individuals who are succeeding regardless of the economy.”

During tough times, firms can't get an accurate gauge of performance by comparing to years

past, so tools like the IPA Report are more important than ever."

"Now more than ever, MPs need this data, and need to do something with it."

——————

Specialized Industry Publishing Association—1st Place for specialized report

Specialized Industry Publishing Association– Best Focused Industry Newsletter

THE IPA NEWSLETTER AND

BENCHMARKING REPORT

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The Platt Group

INSIDE Public Accounting

4000 W. 106th St., Ste. 125-197

Carmel, IN 46032

(317) 733-1920 O (317) 663-1030 F

www.insidepublicaccounting.com

OPENING DOORS TOPENING DOORS TO SUCCESSO SUCCESS

SINCE 1987SINCE 1987

INSIDE Public Accounting WWW.INSIDEPUBLICACCOUNTING.COM

In business, results matter