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CPA Practice Assessment Tool

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  • Business
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CPA2Biz, a subsidiary of The American Institute of Certified Public Accountants (AICPA), has teamed with Geoffrey Moore, a nationally recognized author and Silicon Valley based high technology consultant, to develop a quick and easy method to help professional CPA practices determine their “Practice Maturity Stage”. Client Accounting Services historically has been perceived as a low-value, low-margin service.

Our white paper, “Accounting Services: Harness the Power of the Cloud” by Geoffrey Moore, describes three mega-trends that are redefining the business landscape and reshaping both the value and the margin opportunities for CPAs. The impact of these trends is traced through well defined “stages” of evolution in the practice, each of which has seen some adoption in recent years

The "CPA Practice Assessment Tool" will, based on your answers to a series of questions, calculate your practice’s “maturity stage” and provide a short summary of strategies that might be best suited for you in moving to the next stage. For further information please also read our white-paper or contact us at CPA2Biz.