Rick Telberg || CPA Trendlines How Do You Stay Connected?

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HOW MUCH TIME do you spend working Out-of-Office? (e.g.: remotely, at home, on weekends, evenings, with a client, commuting, or traveling, etc.) (Please check one.) Less than 1 hour per week. 1 to 10 hours per week. 11 to 20 hours per week. 21 to 30 hours per week. 31 to 40 hours per week. More than 40 hours per week.

3	In general, HOW IMPORTANT is it to be able to work Out-of-Office? (Please check one.) 1. Very Important 2. Important 3. Somewhat Important 4. Not At All Important Not Sure/Don’t Know

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How strongly do you AGREE or DISAGREE with these statements? "Being able to work Out-of-Office... 1 AGREE STRONGLY 2 AGREE SOMEWHAT 3 NEITHER / NEUTRAL 4 DISAGREE SOMEWHAT 5 DISAGREE STRONGLY …Increases personal productivity." …Improves client service/satisfaction." …Increases billable hours." …Improves communication/coordination with colleagues." …Enhances work/life balance."

5	IN YOUR OWN WORDS... How does working Out-of-Office affect your practice or your life?

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WHEN YOU WORK OUT-OF-OFFICE... Which of these FUNCTIONS are you: 1. Already doing as CURRENT PRACTICE, 2. PLANNING for the FUTURE, or 3. NEITHER? 1 CURRENT PRACTICE 2 PLAN for FUTURE 3 Neither Get voicemail, make phone calls. Get and send email. Use the internet. Access documents or files usually stored on the office computer or server. Update office-based time & billing systems. Manage CRM data/Update information about clients. Access technical research and reference material.

7	Other, please specify:

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MOBILE PRODUCTIVITY TOOLS... With an increasing number of professionals adopting Smartphone Wireless Devices that perform advanced functions (such as email and remote file management), we'd like to ask: WHICH DO YOU USE? (Please check only one.) Regular Cellphone BlackBerry (RIM) iPhone iPAQ (Hewlett Packard) Motorola Q Treo (Palm or Windows OS) Other, please specify

9	HOW LIKELY are you TO RECOMMEND your current cellphone or smartphone to a friend or colleague? HIGHLY LIKELY ===> ===> ===> ===> ===> ===> ===> ===> NOT LIKELY

10	WHY did you give that rating?

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When considering a SMARTPHONE/MULTIFUNCTION DEVICE, which CRITERIA would you deem IMPORTANT? (Check all that apply.) Integration with existing office email and applications. Security/Client privacy. Ease of management. Cost of ownership. Customer support. Can grow with the business (scalable). Appearance/size of device. Broad range of functions (phone, email, file and document retrieval, internet access, etc.) Real-time, instant email delivery ('Push-based') Long battery life Durability (takes hard knocks) Other, please specify:

12	IF YOU COULD MAKE A WISH... WHAT WOULD YOU CHANGE to improve your Out-of-Office experience?

13	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:

14	How many people work in your office or location? 1 to 10 11 to 50 51 to 100 101 to 500 More than 500

15	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

16	OPTIONAL: Can we quote you? Thanks! Name: Title: Firm/Company: City, State: Phone: