Rick Telberg // CPA Trendlines What's YOUR Specialty?

1 WELCOME! Sign up here for your FREE Executive Preview of the survey results and related reports. Name: Email: 2 What's YOUR specialty? (i.e., Your niche service, client segment, business focus) (Please choose all that apply) Accounting/Bookkeeping Auditing/Attest Tax--Individual Tax--Business Tax--International IT Consulting Payroll Personal Financial Planning Investment Management Forensics/Litigation Mergers & Acquisitions Small Business Mid-Sized Companies Large Companies Not-for-Profits Strategic Planning Other, please specify 3 What are you doing to STRENGTHEN YOUR CAPABILITIES in your specialties? 4 COMMENTS: Is there anything else we should be asking about niches and specialization? 5 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/Supplier to CPAs/Financial Executives Other, Please Specify 6 How many people work in your office or location? 1 to 10 11 to 50 51 to 100 101 to 500 More than 500 7 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 8 OPTIONAL: Can we quote you? Thanks! Name City, State Phone