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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
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
www.insidepublicaccounting.com
INSIDE Public Accounting WWW.INSIDEPUBLICACCOUNTING.COM
Get Connected
CONNECT WITH IPA
(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
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
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
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
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.
NEWSLETTER PRICING
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
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
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
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
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.
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
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
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
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
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