Rick Telberg / CPA Trendlines
BUSY SEASON 2008:
ARE YOU READY?

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WELCOME! Sign up here for your FREE Executive Preview of the survey results and related reports.
Name::
Email::
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HOW READY ARE YOU FOR BUSY SEASON?
Great! Ready to Rock 'n Roll!
Somewhat Ahead of Schedule
About On Schedule
Somewhat Behind Schedule
Omigosh! ANOTHER busy season?! Already?!
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HOW DO YOU "ADD VALUE" to delight your clients and distinguish your practice during busy season?
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HOW DO YOU EXPECT this year's busy season to compare to last year's?
Better Than Last Year
About The Same
Worse Than Last Year
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What's going to be different about this year?
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Using these key benchmarks, how will THIS YEAR'S busy season compare to LAST YEAR'S?
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Significant Increase		2
Some Increase		3
No Change from Last Year		4
Some Decrease		5
Significant Decrease
Total Revenue
Net Profit
Number of Clients
Number on Extension
Revenue per Client
Profit per Client
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Can you explain the changes from last year?
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Which issues are you expecting to be THE MOST TROUBLESOME this year? (Please check all that apply.)
Clients late/unprepared.
Late/erroneous K1s, 1099s, etc.
Finding good staff.
IRS operations.
Tax code changes.
Technology/software problems.
Competition from others.
General economic situation.
Personal or family issues.
Partner or office issues.
Proper operational planning/scheduling.
Getting up-to-date on new tax issues.
Getting up-to-date on new office, technology or software processes.
Other, please specify:
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What's your best SURVIVAL TIP for busy season?
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Did you change TAX SOFTWARE and/or SERVICE PROVIDERS for this year's busy season?
Why, or why not?
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What's the NAME or BRAND of the TAX SOFTWARE or SERVICE PROVIDER you're using this year?
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HOW LIKELY are you TO RECOMMEND your current TAX SOFTWARE or SERVICE PROVIDER to a friend or colleague?
NOT AT ALL LIKELY===>===>===>===>===>===>===>===>HIGHLY LIKELY
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WHY did you give that rating?
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IF YOU COULD MAKE A WISH... WHAT WOULD YOU CHANGE about busy season?
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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/Service-Provider to the Profession
Other, Please Specify
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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:
Title:
Firm/Company:
City, State:
Phone: