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Rick Telberg // CPA Trendlines
What's YOUR Specialty?
1
WELCOME!
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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)
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?
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?
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?
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?
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?
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!
OPTIONAL:
Can we quote you? Thanks!
Name
City, State
Phone
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