2016 Dynamic Ratios

The 2016 Dynamic Ratios Survey period is now closed.

New this year, we have created the Short Form survey option. However, if you have the information available, we highly encourage you to share those details in the Dynamic Ratios survey instead of the Short Form survey. You may choose the option that is most convenient for you. 

There are four different ways you can participate: Online Survey, Survey PDF, Survey spreadsheet, or by having Margolis Partners complete it for you. Participating members of PIA through their local affiliate receive a free copy of the Dynamic Ratios report and acess to the online tool—up to a $1,500 value! We recommend downloading a User Guide below for help filling out each of the participation options below. 

Dynamic Ratios User Guide
Dynamic Ratios Short Form User Guide


  1. Online Survey Form
    From this page you can login and participate if you already have an account. You can also create an account and look up your password.


  1. Survey Spreadsheet
    Complete the survey using Excel. Click on the a link below, save the Excel file on your computer, and email the completed file to smargolis@margolispartners.com.


  1. Survey PDF
    Complete by downloading a PDF of the survey. Right-click a link below, select “Save Link As,” then select the destination on your PC. Mail or fax the results to Margolis Partners.


  1. Have Margolis Partners Complete the Survey for You
    ($150 fee applies) Download the PDF file. Right-click the link, select "Save Target As," then select the destination on your PC. Complete your "Company Demographics" and "Order Form" and mail along with your company's fiscal-year financial statements and year-end General Ledger Trial Balance to Margolis Partners LLC.


Submit your financial, accounting, and Printing Industries of America Dynamic Ratios questions to Ratios CPA at smargolis@margolispartners.com.

We will try to have an answer to your question within 48 hours. Please indicate your name, company name, and contact information in the email.

Published on Thursday, May 5, 2016 (updated 09/29/2016)

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