SurveyCPA provides data for CPA firms via three surveys: Employee Engagement and Satisfaction, Upward Evaluation for CPA Partners and Managers and Client Satisfaction. Typical surveys provide benchmarking based on a national database, survey questions designed for each firm, and a review of results by consultants, with a follow-up telephone review.

Todd Workman has been named managing partner of the Washington D.C./Northern Virginia office of the SC&H Group, A partner with the firm since 2000, Workman continues as managing partner of SC&H's State and Local Tax practice, a position he has held since mid-2010.