State of the Firm Report

Anglin Reichmann Armstrong

Tracking the financials at a CPA firm is second nature, but Anglin Reichmann Armstrong wants to track and report on their successes beyond financial growth. The firm encourages team members to volunteer individually and in groups throughout the community. It is also proactive with developing its talent from within. Leaders want to recognize promotions, individual awards and other professional achievements. Their original idea was to create a high-quality State of the Firm report to share with their team at the annual meeting. 

It has become much more.

CPA Marketing Strategy

Ingenuity’s communications and design consultants take all the raw data gathered over an entire year, and we organize it into a story of the firm that builds camaraderie and excitement for the coming year. The report shares short briefings of volunteer hours, donations, awards and internal promotions, new hires, speaking engagements and firm events as well as the firm’s growth milestones. We highlight niche industry activities and the firm’s plans for the coming year. It helps everyone on the team stay informed about major initiatives and to celebrate their accomplishments. 

Results

Anglin’s State of the Firm report is a benchmark for sustaining this Top 400 regional firm as a best place to work. It also has helped the growing team get to know each other on a more personal level. They have learned that they have athletes, musicians, artists and people with many talents not normally associated with accounting. After dozens of M&A transactions at this firm, the State of the Firm report confirms that Anglin has succeeded by focusing on its people and their connections to each other. The financial success follows.

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OUR CLIENT SAYS

“Ingenuity helped us design an attractive State of the Firm report that includes lots of photos, statistics and quotes from employees. Firms do annual reports to share KPIs with their team or for the benefit of M&A and finance. But we have found this State of the Firm report far more relevant.”

– Gary Anglin, CPA,
Managing Partner
Anglin Reichmann Armstrong


“The State of the Firm publication really paints that picture of our firm culture when you can see it in the writing and in the photos. Specifically, people comment on the depth of community involvement we have and also the variety of social activities. It has helped them see the quality of firm culture we have and has kept them interested – and in some cases made them interested in just us!”

– Wendy Tucker,
Director of Staff Development,
Anglin Reichmann Armstrong