Rick Telberg // CPA Trendlines
What's YOUR Specialty?
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Name:
Email:
2
What's YOUR specialty? (i.e., Your niche service, client segment, business focus) (Please choose all that apply)
Accounting/Bookkeeping
Auditing/Attest
Tax--Individual
Tax--Business
Tax--International
IT Consulting
Payroll
Personal Financial Planning
Investment Management
Forensics/Litigation
Mergers & Acquisitions
Small Business
Mid-Sized Companies
Large Companies
Not-for-Profits
Strategic Planning
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What are you doing to STRENGTHEN YOUR CAPABILITIES in your specialties?
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COMMENTS: Is there anything else we should be asking about niches and specialization?
5
PLEASE TELL US SOMETHING ABOUT YOURSELF... In what type of business do you work?
Public accounting
Business or Industry
Government
Not-for-profit
Education
Vendor/Supplier to CPAs/Financial Executives
Other, Please Specify
6
How many people work in your office or location?
1 to 10
11 to 50
51 to 100
101 to 500
More than 500
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Which best describes your position?
Managing Partner/CEO/COO/Sole Prop.
Senior Executive/Partner/CFO/Controller
Senior Staff/General Management
Mid-Level Staff/Internal Audit
Junior Staff/Support
Other, Please Specify
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OPTIONAL: Can we quote you? Thanks!
Name
City, State
Phone