The accounting landscape has shifted dramatically. Remote work, technology acceleration, and client demands have redefined how firms operate.

This exclusive special report reveals how leading firms navigated the disruption — and came out stronger. Backed by years of benchmark data, the report outlines the strategies, tools, and processes that helped high-performing firms boost efficiency, retain top talent, and deepen client relationships.

If you’re a CPA or firm leader looking to adapt, grow, or simply do more with less — this is your roadmap.

What You’ll Learn:

• The #1 competency that correlates with high firm performance

• How firms are growing without adding staff by expanding services to existing clients

• The most effective tools for improving workflow and collaboration in a remote-first world

• Proven talent strategies, including onboarding, emotional IQ testing, and performance reviews

• Key client-focused metrics: Net Promoter Score, churn rate, CAC, and email response time

• How leading firms are using AI and automation to maximize productivity and profits

Complete the form to download the full report and see how your firm compares—and what you can do to lead in the Efficiency Era.