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1
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How many CPAs does your firm have on staff?
| Sole practitioner |
| 2 to 3 CPAs |
| 4 to 10 CPAs |
| 11 to 100 CPAs |
| More than 100 CPAs |
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2
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To the best of your knowledge, what percentage of your small business clients (under $2M in revenue) manage their bookkeeping function in-house (ie, do not use a 3rd party bookkeeper or your firm for bookkeeping services)?
| 0% to 19% |
| 20% to 39% |
| 40% to 59% |
| 60% to 79% |
| 80% to 100% |
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3
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Please select the answers that best describe what your practice does in terms of bookkeeping (select all that apply).
| We offer bookkeeping services to our clients and have bookkeepers on staff |
| We offer bookkeeping services to our clients but outsource the work to 3rd party bookkeepers |
| We refer our clients to one or more bookkeepers |
| None of the above |
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4
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Please select the answers that best describe what your practice does in terms of consulting on accounting applications (QuickBooks or other)
| We offer consulting on setting up a small business with an accounting application |
| We provide monthly or quarterly support to help the small business manage their accounting application. |
| We refer our clients to 3rd party consultants (e.g. QuickBooks consultants) for this type of support |
| None of the above |
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If you don't offer bookkeeping services today (either with your own staff or by outsourcing it to a 3rd party), please skip to Question 14.
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In the following questions, we will focus on your Small Business Clients, defined as companies under $2M in revenue. We will also narrow the definition of "Bookkeeping" to the regular data entry and reconciliation tasks and exclude the higher level consulting services.
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5
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For what percentage of your small business clients do you offer bookkeeping services?
| Less than 5% |
| 5 to 10% |
| 10% to 20% |
| 20% to 40% |
| 40 to 60% |
| Over 60% |
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6
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For the clients for whom you provide bookkeeping services, which tasks do you perform for them (in this question, "GL" refers to the accounting software or online service that your client uses)?
1
Never | 2
For a few Clients | 3
For many Clients | 4
For almost all clients |
| Enter bills and expenses into their GL |
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| Print checks (clients then signs and mail) |
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| Enter sales records into the GL |
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| Enter invoices into the GL |
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| Issue invoices on behalf of the client |
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| Reconcile bank accounts and credit cards |
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| Input/import payroll data |
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| Input/import tax data |
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| Produce monthly financial reports |
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| Other (explain below) |
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7
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If you selected "Other", please explain:
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8
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How do you typically charge for your bookkeeping services?
| Hourly |
| Flat weekly rate |
| Flat monthly rate |
| Other: |
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9
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What is you average effective hourly rate for basic bookkeeping services (excluding consulting services for QuickBooks and other accounting packages)?
| Less than $30 |
| $30 to $39 |
| $40 to $49 |
| $50 to $59 |
| $60 to $69 |
| $70 to $79 |
| $80 to $89 |
| Over $90 |
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10
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How many hours of bookkeeping services would a typical Small Business Client require from you?
| Less than 1 hour per week |
| 1 - 5 hours per week |
| 5 - 10 hours per week |
| Over 10 hours per week |
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11
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For the clients for whom you perform bookkeeping services, what is your typical process ("GL" refers to the accounting software or online service that your client uses)?
1
Never | 2
For a few Clients | 3
For many Clients | 4
For almost all Clients |
| Our bookkeepers go to the client's office |
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| The client sends us bills and receipts by mail |
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| The client faxes us the bills and receipts |
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| The client drops the bills and receipts by our office |
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| The client mails us the their GL file on CD, DVD or USB media |
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| The client emails us their GL file |
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| We access the client's GL online |
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| Other (explain below) |
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12
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If you selected "Other", please explain:
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13
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How interested would you be in an online system that helps automate the accounts payable work as follows?
The clients would fax their bills to an 800 number
You would be able to view these bills on a web site
The system would allow you to assign these bills to a GL account
The client would be able to pay these bills online
You would be able to import the data into the client's GL
The service would cost about $50 per month
| Very interested |
| Somewhat interested |
| Not interested |
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If you offer Bookkeeping services today (either with your own staff or by outsourcing it to a 3rd party), please skip to Question 16.
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14
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Please rate the key reasons for why you don't offer bookkeeping services today
(1 means this item was not a factor in your decision for not offering bookkeeping, 4 means this is one of the primary reasons why you don't offer bookkeeping)
1
Not a factor | 2
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Primary reason |
| We'd like to but we haven't gotten around to it |
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| Bookkeeping is too low margin |
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| We can't compete against independent bookkeepers |
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| Most of our clients do their bookkeeping in-house |
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| We're too busy |
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| Independence concerns |
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| Other (explain below) |
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15
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If you selected "Other", please explain:
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16
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Please select the best answer in regards to what your practice does with payroll services
| We offer payroll services to our clients via our in-house payroll system |
| We offer payroll services but utilize a 3rd party solution on the back-end |
| We help our clients with their payroll solution |
| We refer our clients to one or more payroll providers |
| We don't get involved with payroll |
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17
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If you would be wiling to let us contact you for a 10 minute phone conversation on this topic, please provide us with your name, email address and phone number. This would be greatly appreciated.
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