The CPA Firm Self-Assessment Survey™


Price $445.00


The CPA Firm Self-Assessment Survey™

CPE webinars for CPAs and CPA firm leaders. Thought leadership articles from leading experts. Annotated checklists on M&A, partner compensation, client services, and more. Turnkey blog/newsletter program for CPA firms.

Our CPA Firm Self-Assessment Survey™ is divided into segments by year.  Here are the 2018 segments:

  1. Leadership and Management
  2. Marketing and Business Development
  3. Merger Readiness
  4. Partner Admission, Transition, and Buyout