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The Rosenberg Survey is a comprehensive benchmarking study for CPA firms across the U.S., providing insights into firm performance, profitability, partner compensation, staffing, billing practices and more.
The survey is conducted by The Growth Partnership and INSIDE Public Accounting. It primarily attracts small to mid–sized firms (under $20M in revenue) but is open to firms of all sizes.
Participation offers valuable benchmarking insights, allowing you to compare your firm’s performance against similar firms nationwide. It supports strategic planning, pricing decisions and internal improvements.
The Rosenberg Survey collects data on a wide range of firm metrics including:
· Partner compensation
· Net revenue per partner
· Billing rates and realization
· Staff ratios and utilization
· Profitability metrics
· Growth
This is an optional, add–on report available to survey participants. It offers a personalized comparison of your firm’s metrics against a curated peer group to support strategic planning and internal review.
Participants receive:
· A detailed PDF report of survey findings
· A participant–only discount
· The opportunity to request a custom analysis comparing your firm against select benchmarks (additional fee)
Participants use the results to benchmark their firm against peers, identify strengths and weaknesses and make data–driven decisions about compensation, staffing, pricing and firm strategy. All submissions are kept strictly confidential. Individual firm names are never disclosed in the published report, and data is anonymized before being shared.
There is a $550 participation fee, which includes a copy of the full PDF report that is released in September.
The submission deadline typically falls on June 30 each year. Firms are encouraged to begin early to allow time for data collection and review.
Email us at [email protected] to get started. You can then submit your firm’s information securely through our online portal. (If you are unsure if your firm already has an account set up, please reach out to us.)
Our team is here to assist you with any questions about the survey, login help, or guidance on how to answer specific questions. Contact us anytime at [email protected].