Rick Telberg // CPA TRENDLINES: Home Office Trends and Issues

1 WELCOME! You're eligible for the FREE and CONFIDENTIAL preview of the results of this study and related updates and reports. Name: Email: 2 How much time do you spend WORKING AT HOME? More than 35 hours per week 21 to 35 hours per week 11 to 20 hours per week 5 to 10 hours per week Less than 5 hours per week 3 WHY do you work at home? (Please check all that apply.) I own my own home-based practice. I moonlight at home from a full-time job. I take extra work home with me from a full-time job. I've arranged with my firm to operate from an at-home office. Other, please specify 4 How do you LIKE working at home? It's Great. It's Okay. It's Lousy. 5 Please explain: What's so "great/okay/lousy" about it? 6 How much of your "WORK TIME" is actually spent "ON THE GO," i.e.: running errands, commuting, traveling, time with family, etc.? None. (I do all my work at my desk and never even take a business call anywhere else.) Up to 1 hour a day. (I check my voicemail and email.) Up to 2 hours a day. (I return voicemail, email and do some work-related reading or study.) Up to 3 hours a day. (I'm definitely not tied down to my desk.) Up to 4 hours a day. (I can work anywhere and often do.) Up to 6 hours a day. (I think I've forgotten where my desk is.) More than 6 hours a day. (Office? What office? I'm totally mobile!) Other, please specify 7 WORK-AT-HOME WISH LIST If you had A MAGIC CREDIT CARD, what would you want for your home office? (Please check all that apply.) New office furniture (chair, desk, cabinets, etc.) Printer/copier/scanner/fax Laptop or Notebook PC Desktop PC Data Storage (Hard Drives) Remote, online data storage PC Monitor Entertainment equipment (Audio, TV, aquarium, lava lamp) New smartphone (i.e., BlackBerry, Treo, etc.) Web-based applications (i.e., VoIP, teleconferencing, web-conferencing, etc.) Other, please specify 8 In your opinion, what are the MOST CHALLENGING issues about working at home? (Please check all that apply.) Meeting clients, colleagues in professional setting. New business development (sales and marketing). Isolation from peers. Lack of admin/support personnel. Equipment/technology breakdowns. Time management. Technology resources. Lack of collaboration. IT Security/Privacy. Backup/Disaster recovery. Reliable benchmarks for comparing my performance with my peers/competitors. Other, please specify 9 In your opinion, what are the essential elements to working well at home? (Please check all that apply.) The right technology setup. Good communications with co-workers, clients. The right attitude and self-discipline. A quiet, dedicated work space. Experience and maturity. The appropriate kind of work or tasks. A corporate culture of support. Regular face-to-face meetings. Get out of the office and meet new people. Time Management: Balancing the need for new business vs. getting the existing work done. Other, please specify 10 TIPS and HORROR STORIES What would you tell others? 11 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 12 How many people work in your office or location? 1 to 10 11 to 50 51 to 100 101 to 500 More than 500 13 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 14 OPTIONAL: Can we quote you? Thanks! Name City, State Phone