How to Join the Accounting Firm and Operations Technology Survey

Join the survey here. Get the results.

By CPA Trendlines
The Accounting Firm Operations and Technology Survey

The 6^th Annual Accounting Firm Operations and Technology Survey is now open and has begun gathering responses for next year’s edition. CPA firms can join the survey here. Participants will be eligible to receive a copy of the full report in a PDF ebook, expected to be delivered in May 2019, at no charge to participants. Meanwhile, the current edition can be purchased here for instant download as a PDF ebook and in print.

Next year’s report will feature a fresh new design, trend lines and consultative commentary from authors Randy Johnston, CEO, Network Management Group, Inc., and Brian Tankersley, Principal of Tankersley Consulting. “The survey’s validity is hugely important to us; we take this aspect seriously due to critical operational and technology decisions being made by practitioners based on the trend lines our survey reveals,” says Tankersley. “This survey is the premier benchmarking tool for practitioners nationally.”

“We are always pleased to understand the technology in use by CPA firms across the United States. The survey provides operational information to CPA Firm Leading or Managing Partners while revealing new trends,” says Johnston. The AFOT Survey continues to lead the profession as the nation’s most valid and complete, professional and insightful presentation of data impacting decisions being made centered on technology budget spend, software adoption and practice management. “I’ve learned something of note every year of the survey,” continued Johnston.

About the AFOT Survey

91 multiple choice survey questions.
30 minutes is the average amount of time required to complete the survey.
Only one survey respondent per firm is required; the survey respondent will receive the AFOT Survey eBook via email on or before May 1^st, 2018.
Who is the best person to take the survey in your firm? The person most familiar with operations, practice management and technology and how decisions in the firm are made.

Survey areas include:

Demographics
Practice Management
Technology Management
Operating Systems
Computer Hardware
Application Software
File and Data Storage/Management
Remote Access/Internet/Telecommunications
Technology Spending, Decision-making
Annoyances and Trends

Posted on November 30, 2018

Accounting Firm Operations and Technology Survey

About the Author

Randy Johnston, Chairman and CEO, Network Management Group Inc., Brian Tankersley, Principal of Tankersley Consulting, and Leslie Garrett, PhD, CEO of Insight Research Group, are the principal authors of the Annual Accounting Firm Operations and Technology Survey Report.

Published by CPA Trendlines, available in softcover and in ebook formats, here:

Accounting Firm Operations and Technology Survey

The report provides easy to understand bar charts and tables featuring three consecutive years of data which highlights trends in the profession. The survey results book also provides tables where survey respondents are segmented by size of firm, making it easy for accounting and tax professionals to benchmark their firm against others of the same size.

Randy Johnston has been an entrepreneur, technologist, and teacher for most of his career. He has helped start and run many businesses and currently owns both Network Management Group Inc. and part of K2 Enterprises. Randy is not afraid to tackle a business management problem or to get his hands dirty answering a low-level technical question. He is best known for his early and on-going expertise in networks, accounting software, paperless, and CPA firm technology. His expertise has grown to touch virtually every technology in the marketplace. He is particularly well known for his Technology Update overview presentation. He helps businesses with strategic technology planning, accounting software selection, document management selection and planning, and business continuity planning.

Brian Tankersley, CPA, CITP, CGMA is a consultant, author, and speaker who specializes in accounting technology issues. Tankersley has spoken in 47 US states, and three Canadian provinces, and writes for major accounting press outlets including CPA Practice Advisor and AccountingWeb. He is also a faculty member for Yaeger CPA Review.

Leslie Garrett, PhD, is the CEO and founder of Insight Research Group, a company dedicated to delivering powerful industry-precise surveys and research data analysis. Leslie serves Edge Marketing, Inc. as a marketing executive and industry analyst with expertise in marketing, public relations, search engine optimization, lead generation, and management. She is instrumental in leading Edge’s corporate consulting and Search Engine Optimization website analytics services, and has experience serving in the accounting and legal industries. Prior to joining Edge, Leslie served as an executive in marketing and management positions in industry and taught marketing and management at the University of Saint Thomas in Saint Paul, Minnesota and at Saint Cloud State University in Saint Cloud, Minnesota.

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