CPA Firms:
Auditing & Assurance; Tax & Financial Planning; and Consulting
Recently Released!!!
Date Published: November 30, 2023
Summary PowerPoint Deck: 96 Slides
Reference PowerPoint Deck: 1,237 Slides
The purpose of this research is to provide readers with a comprehensive understanding of Certified Public Accountants (CPAs) (along with the related Enrolled Agents or EAs) and their auditing and assurance, tax & financial planning, and consulting businesses. Less then half of CPAs are in private practice (more work in business & industry). And only a small minority of the CPAs in private practice work at the twenty largest CPA firms. The vast majority of CPAs in private practice work as sole practitioners and at other small firms. This research provides a top down view of the CPA firms market. This research is part of Tiburon's broader coverage of strategic advisors.
This research addresses the historical phases of CPA firms, including:
Date Published: November 30, 2023
Summary PowerPoint Deck: 96 Slides
Reference PowerPoint Deck: 1,237 Slides
The purpose of this research is to provide readers with a comprehensive understanding of Certified Public Accountants (CPAs) (along with the related Enrolled Agents or EAs) and their auditing and assurance, tax & financial planning, and consulting businesses. Less then half of CPAs are in private practice (more work in business & industry). And only a small minority of the CPAs in private practice work at the twenty largest CPA firms. The vast majority of CPAs in private practice work as sole practitioners and at other small firms. This research provides a top down view of the CPA firms market. This research is part of Tiburon's broader coverage of strategic advisors.
This research addresses the historical phases of CPA firms, including:
- Auditing & Assurance Business Emergence Phase
- Tax Business Emergence Phase
- Financial Planning & Investment Management Business Emergence Phase
- Auditing & Assurance Business
- Tax & Financial Planning Business
- Consulting Business
- Auditing & Assurance Technology Vendors
- Tax & Financial Planning Technology Vendors
- Independent Broker/Dealers, Custodians, & Clearing Brokers
- Open-End Mutual Fund Companies & Other Investment Product Companies
- Industry Trade Groups & Other Continuing Education Providers
And this research makes several future predictions for CPA firms, including:
- Moderate Growth in Traditional CPA Businesses
- Fastest Growth in Group B Firms
- Fastest Growth in Tax & Financial Planning Business
- Increasing Wealth Management Role for Entertainment Business Managers
- Continued International Opportunities
- Substantial Growth in CPA Firms Mergers & Acquisitions
Tiburon Member Access:
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Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner Chip Roame (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
