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WELCOME!
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of the survey results and related reports.
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Rate your organization on LEADERSHIP:
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Never | 2
Sometimes | 3
Often | 4
Always |
| Top management is held ACCOUNTABLE. |
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| Performance evaluations are USEFUL. |
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| Top management leads by EXAMPLE. |
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| We adhere to a clear set of VALUES. |
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COMMENT on your firm LEADERSHIP:
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Rate your organization on TECHNOLOGY:
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Never | 2
Sometimes | 3
Often | 4
Always |
| We are among the first to adopt NEW TECHNOLOGIES. |
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| We follow a written, strategic TECHNOLOGY PLAN. |
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| We get thorough and continuous TECHNOLOGY TRAINING. |
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Rate your firm as A LEARNING ORGANIZATION.
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Never | 2
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Often | 4
All the Time |
| We get the training WE NEED. |
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| We get the training WE WANT. |
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| Our training supports our PERSONAL GOALS. |
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| Our training supports our BUSINESS STRATEGY. |
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COMMENT on LEARNING ORGANIZATION:
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Rate your organization in MARKETING and BUSINESS DEVELOPMENT:
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Never | 2
Sometimes | 3
Often | 4
All the Time |
| We follow a written, strategic MARKETING/BIZ-DEV PLAN. |
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| Our revenue growth SURPASSES MOST COMPETITORS'. |
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| We target NICHES and SPECIALTIES. |
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| Everyone is involved and accountable for GENERATING NEW BUSINESS. |
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| We're not afraid to turn away or "fire" CLIENTS WHO DON'T FIT OUR TARGET. |
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COMMENT on MARKETING and BUSINESS DEVELOPMENT:
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Rate your organization as a GREAT PLACE TO WORK:
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Never | 2
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Often | 4
All the Time |
| Our turnover rate is lower than most of our COMPETITORS. |
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| Management supports a healthy WORK-LIFE BALANCE. |
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| Compensation levels are FAIR and COMPETITIVE. |
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| We work as a TEAM, NOT AS INDIVIDUALS. |
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COMMENT on GREAT PLACE TO WORK:
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Rate your organization on CLIENT SERVICE and SATISFACTION:
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Never | 2
Sometimes | 3
Often | 4
All the Time |
| Clients don't resist FEE INCREASES. |
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| Most of our new clients are REFERRALS. |
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| We have a formal program to monitor CLIENT SATISFACTION. |
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| Every staffer is empowered to DO WHAT IT TAKES TO SATISFY A CLIENT. |
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| Each client "belongs" to the FIRM not to an INDIVIDUAL. |
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COMMENT on CLIENT SERVICE and SATISFACTION:
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Rate your organization on STRATEGY EXECUTION:
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Never | 2
Sometimes | 3
Often | 4
All the Time |
| Our business plans are developed with INPUT FROM EVERYONE. |
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| We meet regularly to CHECK PROGRESS AGAINST OUR BUSINESS PLAN. |
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| We can articulate exactly how we're BETTER THAN OUR COMPETITION. |
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| Our business goals are SPECIFIC and MEASURABLE. |
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| Individual people are HELD ACCOUNTABLE FOR RESULTS. |
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COMMENT on STRATEGY EXECUTION:
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PLEASE TELL US SOMETHING ABOUT YOURSELF...
In what type of business do you work?
| Public Accounting/Consulting |
| Business or Industry |
| Government |
| Not-For-Profit |
| Vendor/Supplier to CPAs/Finance Executives |
| Other, please specify |
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How many people work in your company?
| 1 (Sole Practitioner) |
| 2 to 10 |
| 11 to 50 |
| 51 to 100 |
| 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!
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