The Seven Keys to Successful CPA Firm Management
is based on a series of annual research surveys
with thousands of survey responses
and interviews with leading authorities.

Our research identifies the best practices and common characteristics
that separate the competitively successful firms from the not-so-successful.

We call them “The Seven Keys Leaders” and “The Seven Keys Laggards.”

The Seven Keys research project quantifies what has long been unquantified:
How certain management practices correlate with success in accounting firms.
Thousands of CPAs continue to contribute
their wisdom and experience to this one-of-a-kind project.


Results confirm the research hypothesis that the most successful CPA firms are distinguished by a few key characteristics. As part of the project, we are filtering the survey results to separate the “leaders” in the profession from the “laggards.”

The essential methodology involves sifting the thousands of survey responses by a critically important measure: Is the firm a “Leader” or a “Laggard?”
“Leaders” are firms that evidence above-par, even world-class, performance in the generally accepted metrics of practice management, such as:

  • Revenue growth
  • Profit margins
  • Technical excellence
  • Client satisfaction
  • Staff morale and tenure
  • Professional reputation and brand value.

“Leaders” clearly do things differently.

And they clearly get superior results.

  • Leaders are 19 times more likely than Laggards
    to enjoy superior revenue growth, and
  • Leaders are 4 times time more likely than Laggards
    to face less fee resistance from clients and prospects.

Do you know what it takes to succeed in today’s competitive market?

To win new business and attract top talent?

To drive growth and productivity?

To build real value and ensure smooth succession?


The research discovered some startling differences between Leaders and Laggards, based on a few essential management techniques:

Key 1. Leadership and Management
Seven Keys Leaders are 3 times more likely than Laggards to adhere to a clear set of values.

Key 2. Technology Trends and Strategy
Seven Keys Leaders are 17 times more likely than Laggards to follow a strategic technology plan.

Key 3. Marketing and Business Development
Seven Keys Leaders are 19 times more likely than Laggards to surpass competitors in revenue growth.

Key 4. Client Service and Satisfaction
Seven Keys Leaders are 2 times more likely than Laggards to have a formal program to monitor client satisfaction.

Key 5. Creating a Great Place to Work
Seven Keys Leaders are 4 times more likely than Laggards to work as a team, not as individuals.

Key 6. Building the Agile Learning Organization
Seven Keys Leaders are 3 times more likely than Laggards to conduct training that supports their business strategy.

Key 7. Strategy Execution
Seven Keys Leaders are 10 times more likely than Laggards to establish specific and measurable business goals.

Any one of those management techniques could make a big difference in any firm. But together, they create huge advantages. We call them “force multipliers.” They are the leverage that opens new and better pathways for a firm to achieve its objectives.



The difference could mean success or failure for your firm.

The Seven Keys Leaders know. And now you can too.

Join the newest, most scientific practice improvement program in the profession: “The Seven Keys to Successful CPA Firm Management.”

See what they’re saying about the Seven Keys CPA program here.

NOTE: CPE is not available for items purchased through the website at this time.