CFMA’s Financial Survey Online Questionnaire - CPA Firm Submission Benefit Summary

There is no easier way to provide value to your clients, as well as your company, than by participating in this year’s CFMA’s Financial Survey Online Questionnaire. The benefits? The more data records you provide, the more benchmarking data you receive. Additionally, note the exposure to your company if you contribute 25 or more data records.

Click here to log in and begin providing client data.

Sample Client Agreement Language

 

Participant Benefits – Note: Only available if client contact information is provided.

CPA Firm Benefits

Since your participation in the data collection effort so enriches the Survey results, CFMA has a special incentive offer for you. Depending on how many client records are submitted, you are eligible for a variety of Financial Survey and Benchmarker products! Here are the details:

  • 5-10 submitted data records – 5 Free Peer Group Comparison Reports and each client receives the Participant Benefits listed above or the CPA firm receives all the clients’ Company Performance Reports.
  • 11-24 submitted data records 10 Free Peer Group Comparison Reports, plus the Financial Survey Excel File and each client receives the Participant Benefits listed above or the CPA firm receives all the clients’ Company Performance Reports.
  • 25-50 submitted data records 25 Free Peer Group Comparison Reports, plus the Financial Survey Excel File and each client receives the Participant Benefits listed above or the CPA firm receives all the clients’ Company Performance Reports. Listed on some of the identified materials as a CFMA Financial Survey Contributing Accounting Firm (Bronze Level).
  • 51-100 submitted data records 50 Free Peer Group Comparison Reports, plus the Financial Survey Excel File and Financial Survey Report and each client submitted receives the Participant Benefits listed above or the CPA firm receives all the clients’ Company Performance Reports. Listed on a majority of identified materials as a CFMA Financial Survey Contributing Accounting Firm (Silver Level).
  • 101+ submitted data records A yearly subscription for unlimited access to the Benchmarker, the Financial Survey Excel File, Financial Survey Report and each client submitted receives the Participant Benefits listed above or the CPA firm receives all the clients’ Company Performance Reports. Listed on all of identified materials as a CFMA Financial Survey Contributing Accounting Firm (Gold Level).

NOTE: Clients will receive the benefits directly only if contact information is provided during the submission process.

Sample reports included in some of the packages listed above:

How to Submit Client Data

This year CFMA is only requiring Participants to submit some demographic information and financial data. The time to complete the questionnaire is less than 30 minutes using the following submission options:

  • Complete the Financial Survey Online Questionnaire for each client.
  • Upload or send a bulk Excel file containing each client’s data.
  • Upload or send a PDF file containing each client’s data.