At ConvergenceCoaching®, LLC, we have been operating a remote business successfully for over 20 years. We are committed to help firms succeed through the adoption of remote and flexible work to support increased efficiency and attract and retain NextGen clients and talent. Part of our commitment has been to study the accounting profession’s remote and flex progression, which was the genesis of this survey.

In March 2020, most of the U.S. marketplace transitioned to remote work overnight to sustain operations and maintain the health and safety of their stakeholders during the COVID-19 pandemic. This major shift caused the entire accounting profession to re-examine their views and strategies related to remote work and prompted us to shift the goal of this – our 5th – Anytime, Anywhere Work™ (ATAWW) Survey. While we are collecting data on flexible and remote work programs within accounting and consulting firms, we have also added survey questions to learn about firms’ recent remote work shifts and what they project for remote and flexible work and service as they re-open their offices. We have included questions that refer to your practice before COVID-19, and others that ask you to imagine what might be different in the future based on your experiences during the pandemic.

The data from this survey will be summarized and used to identify trends that will be published in various publications and educational presentations. When you share your contact information with us, we will be sure you receive a copy of the survey results and may contact you to clarify answers. We will not disclose anything specific related to your firm’s participation in the survey without your explicit permission.

**This survey should be completed by accounting and consulting firms only and only one response per firm. Please respond only if you own or work within an accounting firm and coordinate between your Managing Partner, Firm Administrator/Firm Manager/COO and HR professional to avoid duplicate submissions.

The survey is open through July 31st and should take as little as 30 minutes to complete. You may complete the survey all at once or in increments. If you choose to complete the survey in increments, your inputs will be saved up to the point where you selected “next” at the bottom of the page. If you do not select “next” before exiting the survey, your progress up to that point will not be saved. Additionally, you can edit your responses until you submit the survey and are re-directed to the ConvergenceCoaching website.

If you have any questions regarding this survey, please contact Emily Brantz at

Thanks in advance for your firm's participation!

**Please note that the survey contains questions about the type of remote services offered by your firm, and you may want to consult a member of your service delivery teams before beginning the online survey. For a list of the questions on remote services, please email Emily Brantz at