Rick Telberg | CPATrendlines
CPA FIRM BENCHMARK SERIES:
MARKETING AND BUSINESS DEVELOPMENT
1
WELCOME!

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Name:
Email:
2
How has THE STAFFING SHORTAGE affected your firm?
(Please check all that apply.)
We've had difficulty finding and retaining staff.
Due to staff shortage, we've turned away business.
Due to staff shortage, we've "fired" a client.
Due to staff shortage, we're working longer hours.
No effect at all. (Staff shortage, what staff shortage?)
Other, please specify
3
Which of these MARKETING or BUSINESS DEVELOPMENT STRATEGIES does your firm use?
(Please check all that apply.)
We work from a written marketing plan.
We review and revise the plan at least annually.
We use personalized marketing plans.
We target particular niches or specialties.
4
Can you name the marketing practice that WORKS BEST for your firm?
5
Please answer in percent (%) for YOUR FIRM:
REVENUE GROWTH (percentage change, latest year over year):
NEW-CLIENT REVENUE (percent of total revenue from clients less than one year old):
MARKETING BUDGET (as percent of total revenue):
6
How many of the partners and professionals in your firm regularly generate NEW BUSINESS LEADS?
None Some Most All Don't Know / Can't Say
7
How SATISFIED are you with your firm's performance in marketing and business development?
Not At All Satisfied Less than Satisfied Satisfied Enough More than Satisfied Don't Know / Can't Say
8
WHAT'S THE MOST IMPORTANT marketing or business development OPPORTUNITY your firm faces?
9
PLEASE TELL US SOMETHING ABOUT YOURSELF....

In what type of business do you work?
Public Accounting/Consulting
Business or Industry
Government
Not-For-Profit
Education
Vendor or Service-Provider to the Profession
Other, please specify:
10
How many people work in your firm?
1 (sole practitioner)
2 to 10
11 to 50
51 to 100
101 to 500
More than 500
11
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
12
HOW MANY sales or marketing professionals does your firm have on staff?
MARKETING PROFESSIONALS:
SALES PROFESSIONALS:
13
OPTIONAL: Can we quote you? Thanks!
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