For the past few years, Anglin Reichmann Armstrong (now a Frazier Deeter Company) has created an annual report that tracks and reports on their successes beyond financial growth. Their original idea was to create a high-quality State of the Firm report to share with their team at the annual meeting. It became a valuable recruitment tool as well as a printable piece to share with prospects and M&A targets.

Ingenuity was in charge of design, editing and production of the State of the Firm report from 2021 through 2023. In 2024, the firm moved to a video format annual report.

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Ingenuity’s communications and design consultants collected firm and personnel data gathered over an entire year, and we organized it into a story of the firm that supports team retention — building camaraderie and excitement for the coming year. The report was also written and designed for recruitment to attract future interns and new hires. As a third opportunity, the leadership team has used the report in its growth strategy discussions.

We kept these goals in mind when writing and designing the report each year. In addition to volunteer hours, donations, awards and internal promotions, new hires, speaking engagements and firm events, we highlighted niche industry activities and the firm’s plans for the coming year. The report informed the team about major initiatives, cross-departmental activities andreasons to celebrate their individual accomplishments.

Results

Anglin’s State of the Firm report has provided a benchmark for showcasing the annual accomplishments of this Top 400 regional firm. It also has helped the growing team, now in two states, get to know each other on a more personal level. For hiring and M&A conversations, the report has been a unique method for sharing Anglin’s historythrough specific examples and visual interest.

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“As we were growing through targeted M&A and recruitment, Ingenuity helped us design several attractive State of the Firm reports that included lots of photos, statistics and quotes from employees. Firms often do annual reports to share KPIs and financials with their team. But we have found this State of the Firm report far more relevant, and it’s a great piece to look back on to share our history.”

– Gary Anglin, CPA, Partner,
Chairman of the Board,
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 have commented on the depth of community involvement we have and also the variety of social activities. Our decision to move to a video State of the Firm report for 2024-2025 is another way that we are staying agile and innovative.”

– Kami Minor,
Director of Communications and Marketing
Anglin Reichmann Armstrong