Rick Telberg / CPA Trendlines
BUSY SEASON 2008:
ARE YOU READY?
1
WELCOME!

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2
HOW READY ARE YOU FOR BUSY SEASON?
3
HOW DO YOU "ADD VALUE" to delight your clients and distinguish your practice during busy season?
4
HOW DO YOU EXPECT this year's busy season to compare to last year's?
5
What's going to be different about this year?
6
Using these key benchmarks, how will THIS YEAR'S busy season compare to LAST YEAR'S?
Significant IncreaseSome IncreaseNo Change from Last YearSome DecreaseSignificant Decrease
Total Revenue
Net Profit
Number of Clients
Number on Extension
Revenue per Client
Profit per Client
7
Can you explain the changes from last year?
8
Which issues are you expecting to be THE MOST TROUBLESOME this year?
(Please check all that apply.)
9
What's your best SURVIVAL TIP for busy season?
10
Did you change TAX SOFTWARE and/or SERVICE PROVIDERS for this year's busy season?
11
What's the NAME or BRAND of the TAX SOFTWARE or SERVICE PROVIDER you're using this year?
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HOW LIKELY are you TO RECOMMEND your current TAX SOFTWARE or SERVICE PROVIDER to a friend or colleague?
NOT AT ALL LIKELY===>===>===>===>===>===>===>===>HIGHLY LIKELY
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WHY did you give that rating?
14
IF YOU COULD MAKE A WISH...

WHAT WOULD YOU CHANGE about busy season?
15
PLEASE TELL US SOMETHING ABOUT YOURSELF...

In what type of business do you work?
16
How many people work in your office or location?
17
Which best describes your position?
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OPTIONAL: Can we quote you? Thanks!
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