CPAmerica ADVANTAGE News From Your Accounting Association
June 2022 IN THIS ISSUE: ► Gaining valuable insights into your firm with CPAmerica surveys ► Preferred Provider Spotlight - LeaseCrunch ► Member Services - NextGen recap ► Member News ► CPAmerica Insights - Jenn Walker
Gaining valuable insights into your firm with CPAmerica surveys Conducting surveys can be an easy way to gain valuable knowledge and information on a variety of topics. Did you know that CPAmerica can create custom surveys for your firm? These quantitative and qualitative tools can help provide insights and a snapshot of your firm’s strength internally, an employee’s upward potential or even your external efforts with clients. We offer multiple specialized surveys that can be customized for your firm’s needs. These surveys include employee engagement, client satisfaction, upward evaluation and more. Employee engagement surveys can be used to help firms identify key indicators and drivers of employee engagement to better develop action plans for organizational success. Melissa Stevener, partner, BS&P CPAs and Consultants, recently utilized CPAmerica’s employee engagement survey and spoke about her experience. “The Employee Engagement Survey process was seamless, CPAmerica handled it from start to finish,” said Stevener. “The provided sample survey was a great template to start with, and we were able to tailor it based on our firm. The survey gave us more insight on the employees’ values and views on the firm.”
achieve their highest potential, allowing staff or peers to evaluate key aspects of a supervisor’s role and performance. The CPAmerica team takes the guesswork out of the survey process so that conducting surveys and gathering data is easy, seamless and effective. “Collecting honest feedback, whether from clients or employees, is crucial to growing your firm in a direction that aligns with your mission,” said CPAmerica member services manager, Haley Wilson. “Our surveys can help collect that information and compile it in an easy to read, easy to use way, while assuring the anonymity of those responding. I am always thrilled to be able to execute a survey for a firm because I know they will get data they can put to good use.” Setting up a custom survey for your firm can be done in a few simple steps. 1. Reach out to the CPAmerica team to get started 2. The CPAmerica team confirms who will be evaluated and where the evaluations must be sent 3. Your firm approves the provided survey questions and format 4. The CPAmerica team distributes the survey 5. Close survey, collect and compile data 6. CPAmerica creates and sends your firm a detailed report of the survey data
“The report summary is also a useful tool, and we will use this to help make decisions in the future,” continued Stevener.
In addition to these valuable tools, the CPAmerica team also conducts surveys throughout the year in the areas of human resources, marketing and IT. Firms are encouraged to participate in these surveys to share industry benchmarks and see how they measure up with fellow member firms. Only firms participating in the survey will receive the results, so you can feel confident in sharing your practices.
Client satisfaction surveys include customizable select questions to match services and specialties unique to your firm. Upward evaluation surveys are designed to help partners and managers
To get started with your custom CPAmerica survey or for additional information, please contact Haley Wilson at hwilson@cpamerica. org.