Accounting Reports & Rankings

The VAR 100

July 1, 2016

This annual report ranks the top resellers in the accounting space, and dives into the major issues they’re facing, as well as their strategies for success.

CAS Takes Off

July 1, 2016

Between cloud-based accounting software and a range of new business models, leading accounting firms are finding new, more profitable ways to serve their clients.

The Top 150 Firms by AUM

June 1, 2016

This annual report ranks the top CPA financial planners by assets under management, and shares their concerns, major issues and success strategies.

The Tax Office of Tomorrow

June 1, 2016

What will your tax practice be like in five years? Most likely it will involve more specialties – and much more technology, according to this special report.

Inside the Top 100

May 2, 2016

This annual special report features in-depth profiles of four of the most successful public accounting firms in the country, sharing their strategies for growth and their unique approaches to the issues facing firms of all sizes.

Accounting in the Cloud

May 2, 2016

This special report offers a guide to the new models and new possibilities for the accounting profession being created by the technological revolution online.

Payroll = Profits

March 30, 2016

An updated formula combines new technologies and new business models to make payroll a new profit center.

The 2016 Top 100 Firms and Regional Leaders

March 4, 2016

Our annual ranking of the largest firms across the country and in individual regions offers a host of benchmarking data, as well as strategies and advice from the most successful firms.

Alternative Lending

March 4, 2016

With small businesses finding it harder and harder to get loans from traditional sources, a whole new crop of alternative sources of financing are popping up – and many want to work with accountants.

Working with Nonprofits

February 3, 2016

As they grow more sophisticated, nonprofit organizations of all kinds are looking for more from their accounting tools – and from their advisors. This report looks at trends in both areas, and how accountants can serve their clients better.

Tax Season Kick-Off

January 4, 2016

With filing due to start on January 20, the countdown clock is ticking – our special report will help tax preparers get ready for 2016 issues like the ACA and ID theft, and offers tips on making the most of new technologies.

The Year Ahead: 2016 Toolkit

December 2, 2015

A primer on what to expect in the next 12 months, with insights from industry experts, and results from a survey of over 600 firms of their plans for 2016.

The 2015 Best Firms to Work For

December 2, 2015

Check out the 100 greatest workplaces in accounting – the small, midsized and large firms that establishing the best practices the profession needs to employ to recruit and retain the best....

Special Report: Tax Season Preview

November 5, 2015

Soon, you’ll be entering the labyrinth of tax season – this special report can be your guide to the legislative, regulatory, logistical and technological twists and turns you’ll face in 2016.

Payroll Opens Doors

October 1, 2015

Payroll isn’t just an add-on anymore – it’s a path to a whole range of other services. This special report looks at how accountants are integrating it into the practices, and the new opportunities it’s leading them to.

The 2015 Top 100 Most Influential People in Accounting

September 2, 2015

Our annual listing of the change-makers and thought leaders who are shaping the profession.

Where Should You Be in the Cloud?

September 2, 2015

The special report looks at the different stages of cloud adoption among accounting firms, and why they should be thinking of moving up.

Wealth Magnets: The Top Firms by AUM

July 23, 2015

Our annual ranking of the leading CPA financial planners by assets under management also shares their major concerns and their strategies for dealing with their most pressing issues, from the rise of robo-advisors to keeping their clients in line.

VAR 100

July 1, 2015

Our annual ranking of the leading resellers and implementers in the accounting space, all with the strategies they’re using to succeed in a more competitive world.

The Tax Office of Tomorrow

June 2, 2015

New technologies and new regulations are fast reshaping today’s tax practices; this special report looks at what tax professionals need to do to keep up – and to make the most of these changes in the future.

The Future-Ready Client

May 27, 2015

In surveys on how the public regards various categories of service providers, accounting professionals typically land high on the trustworthy rankings.

Inside the Top 100 Firms

April 21, 2015

As a follow-up to our annual ranking of the Top 100 Firms, we go inside four of the most dynamic firms on the list to uncover their success strategies.

Cloud 101

April 21, 2015

As the accounting profession reaches a tipping point in cloud adoption, this special report debunks some of the more pernicious myths surrounding this technology, and points the way for firms to make the most of it.

Payroll: Cash Machine?

March 23, 2015

When it’s automated by technology, streamlined by the cloud, and integrated into your practice, payroll can be a profit center. Pioneering firms and experts share how in this special report.

2015 Top 100 Firms/Regional Leaders

March 9, 2015

Our annual ranking of the largest firms across the country and in individual regions offers a host of benchmarking data, as well as strategies and advice from the most successful firms. (Note: See the landing page of the report for post-publication corrections and clarifications.)

Client Accounting Services 2.0

March 9, 2015

The cloud has revolutionized client accounting services, turning them into a serious profit center and a way to build deeper, more valuable relationships with your business clients. This report looks into the opportunities available, and how firms can make the most of them.

A Complex World: Working with Nonprofits

January 23, 2015

Serving the not-for-profit niche can be a great complement to your regular practice – but it’s not as easy as it seems. Our special report looks at the complex needs of this unique client base, and what it takes to serve them.

Tax Season Kickoff: Lighting the Fuse

January 2, 2015

Our annual guide to the issues, tips and strategies you’ll need to make it through to April 15.

The 2014 Best Firms to Work For

December 4, 2014

Our annual report on the best workplaces in accounting, including rankings by size categories, and in-depth profiles of the top firms.

The MP Elite

September 26, 2014

Our annual list of outstanding firm leaders profiles 10 managing partners who are leading their organizations to new levels of success.

The Top 100 Most Influential People in Accounting

September 2, 2014

Our annual list of the thought leaders and change-makers who are reshaping the professional landscaping is one of our most-read – and controversial – reports of the year.

Wealth Magnets: Top Firms by AUM

August 13, 2014

Our annual report ranks CPA financial planners by assets under management – and also looks at some of the most important issues they’re facing, as well as the strategies they’re employing to overcome them.

Correction: ShankerValleau is listed twice; the correct entry is for $195 million in AUM.

The 2014 VAR 100

July 8, 2014

Our annual report ranks the biggest resellers of accounting software by revenue – and also looks into their strategies for success, and why the “VAR” moniker may soon be a thing of the past.

2014 Top 100 Firms/Regional Leaders

March 7, 2014

Our annual ranking of the top firms in the country and of the leaders in various regions shares the secrets of success in public accounting.


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