Rick Telberg || CPA TRENDLINES
Accounting Office Management:
Trends and Issues
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Name:
Email:
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In your opinion, what are the MOST IMPORTANT ISSUES for the CPA profession? Please rank these issues from 1 to 11. 1 = "Most Important" ... to ... 11 = "Least Important." (Please choose one item per number.)
1234567891011Don't Know
Developing a succession plan
Finding qualified staff (at all levels)
Keeping up with technology
Developing new partners
Keeping up with standards
Management of human resources
Work/life balance initiatives
Retaining qualified staff (at all levels)
The effect of new regulations and standards on small firms
Seasonality/workload compression
Tax complexity and changes
3
Other, Please Specify
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WHY did you choose your "#1-Most Important" issue?
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WHAT SHOULD the profession be doing to address the "#1-Most Important" issue?
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TIPS and HORROR STORIES... Do you have a MANAGEMENT TIP or a LEARNING EXPERIENCE you can share with other CPAs?
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PLEASE TELL US A LITTLE 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
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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/President/CEO/COO/
Partner/Senior Executive/CFO/Controller
Senior Staff/General Management
Mid-Level Staff/Internal Auditor
Junior Staff/Accountant/Administrator
Other, please specify
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OPTIONAL: Can we quote you? Thanks!
Name
City, State
Phone