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WELCOME! And Thank You for joining the study panel! Where should we send your free preview of the topline results?
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2
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So far, how does this year's busy season compare to last year's?
| Much Better than Last Year |
| Somewhat Better than Last Year |
| About the Same |
| Somewhat Worse than Last Year |
| Much Worse than Last Year |
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3
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WHY did you answer that way?
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4
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On this list of issues, which are your CHIEF CONCERNS?
(Please check all that apply.)
| Clients late or unprepared. |
| Late or erroneous K1s, 1099s, etc. |
| Staffing issues. |
| IRS operations. |
| Tax code changes. |
| Competition from others. |
| General economic situation. |
| Personal or family issues. |
| Partner or office issues. |
| Setting aside enough time to plan. |
| Making plans correctly. |
| New accounting and auditing issues. |
| Technology/software problems. |
| New office, technology or software processes. |
| Other, Please Specify |
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5
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Using these key benchmarks, how do you expect THIS busy season to compare to LAST YEAR'S?
1
Significant Increase | 2
Some Increase | 3
No Change | 4
Some Decrease | 5
Significant Decrease |
| Total Revenue |
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| Net Profit |
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| Number of Clients |
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| Number on Extension |
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| Revenue per Client |
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| Profit per Client |
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6
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Can you explain the changes?
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7
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YOUR BUSINESS & ECONOMIC OUTLOOK In your opinion, how will the NEXT 12 MONTHS shape up for... ... ...?
1
Much Worse | 2
Somewhat Worse | 3
About the Same | 4
Somewhat Better | 5
Much Better |
| ...Your Clients/Customers |
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| ...Your Firm/Company |
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| ...Yourself and Your Family |
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| ...The Nation's Economy in General |
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WHY did you answer that way?
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9
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BONUS QUESTION
Is your firm raising prices?
Why or why not? If so, how much and for which services?
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PLEASE TELL US SOMETHING ABOUT YOURSELF... In what type of business do you work?
| Public accounting or consulting |
| Business or Industry |
| Governmenta |
| Not-for-Profit |
| Education |
| Vendor or Supplier to the Industry |
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11
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How many people work in your office or location?
| Solo practitioner |
| 2 to 10 |
| 11 to 50 |
| 51 to 100 |
| 101 to 500 |
| More than 500 |
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12
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Which best describes your position?
| President/CEO/COO/Managing Partner |
| CFO/Controller/Partner/Senior Executive |
| Senior Staff/General Management |
| Mid-Level Staff/Internal Auditor |
| Junior Staff/Support |
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13
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OPTIONAL: Can we quote you? Thanks!
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