Rick Telberg || CPA TRENDLINES
Accounting Office Management:
Trends and Issues
1
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Name:
Email:
2
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.)

1 2 3 4 5 6 7 8 9 10 11 Don't Know
Seasonality/workload compression
Developing new partners
The effect of new regulations and standards on small firms
Finding qualified staff (at all levels)
Retaining qualified staff (at all levels)
Keeping up with technology
Keeping up with standards
Work/life balance initiatives
Management of human resources
Tax complexity and changes
Developing a succession plan
3
Other, Please Specify
4
WHY did you choose your "#1-Most Important" issue?
5
WHAT SHOULD the profession be doing to address the "#1-Most Important" issue?
6
TIPS and HORROR STORIES...
 Do you have a MANAGEMENT TIP or a LEARNING EXPERIENCE you can share with other CPAs?
7
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
8
How many people work in your office or location?
1 to 10
11 to 50
51 to 100
101 to 500
More than 500
9
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
10
OPTIONAL: Can we quote you? Thanks!
Name
City, State
Phone

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