Rick Telberg / CPA TrendlinesBUSY SEASON 2008:ARE YOU READY? Survey

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WELCOME!

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HOW READY ARE YOU FOR BUSY SEASON?
HOW READY ARE YOU FOR BUSY SEASON? Great! Ready to Rock 'n Roll!
Somewhat Ahead of Schedule
About On Schedule
Somewhat Behind Schedule
Omigosh! ANOTHER busy season?! Already?!

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HOW DO YOU "ADD VALUE" to delight your clients and distinguish your practice during busy season?
HOW DO YOU "ADD VALUE" to delight your clients and distinguish your practice during busy season?

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HOW DO YOU EXPECT this year's busy season to compare to last year's?
HOW DO YOU EXPECT this year's busy season to compare to last year's? Better Than Last Year
About The Same
Worse Than Last Year

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What's going to be different about this year?
What's going to be different about this year?

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Using these key benchmarks, how will THIS YEAR'S busy season compare to LAST YEAR'S?
Significant Increase Some Increase No Change from Last Year Some Decrease Significant Decrease
Total Revenue
*Using these key benchmarks, how will THIS YEAR'S busy season compare to LAST YEAR'S? Total Revenue Significant Increase
Total Revenue Some Increase
Total Revenue No Change from Last Year
Total Revenue Some Decrease
Total Revenue Significant Decrease
Net Profit
Net Profit Significant Increase
Net Profit Some Increase
Net Profit No Change from Last Year
Net Profit Some Decrease
Net Profit Significant Decrease
Number of Clients
Number of Clients Significant Increase
Number of Clients Some Increase
Number of Clients No Change from Last Year
Number of Clients Some Decrease
Number of Clients Significant Decrease
Number on Extension
Number on Extension Significant Increase
Number on Extension Some Increase
Number on Extension No Change from Last Year
Number on Extension Some Decrease
Number on Extension Significant Decrease
Revenue per Client
Revenue per Client Significant Increase
Revenue per Client Some Increase
Revenue per Client No Change from Last Year
Revenue per Client Some Decrease
Revenue per Client Significant Decrease
Profit per Client
Profit per Client Significant Increase
Profit per Client Some Increase
Profit per Client No Change from Last Year
Profit per Client Some Decrease
Profit per Client Significant Decrease

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Can you explain the changes from last year?
Can you explain the changes from last year?

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Which issues are you expecting to be THE MOST TROUBLESOME this year?
(Please check all that apply.)
Which issues are you expecting to be THE MOST TROUBLESOME this year?
(Please check all that apply.) Clients late/unprepared.
Late/erroneous K1s, 1099s, etc.
Finding good staff.
IRS operations.
Tax code changes.
Technology/software problems.
Competition from others.
General economic situation.
Personal or family issues.
Partner or office issues.
Proper operational planning/scheduling.
Getting up-to-date on new tax issues.
Getting up-to-date on new office, technology or software processes.
Other, please specify:

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What's your best SURVIVAL TIP for busy season?
What's your best SURVIVAL TIP for busy season?

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Did you change TAX SOFTWARE and/or SERVICE PROVIDERS for this year's busy season?
Did you change TAX SOFTWARE and/or SERVICE PROVIDERS for this year's busy season? Yes
No
Why, or why not?

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What's the NAME or BRAND of the TAX SOFTWARE or SERVICE PROVIDER you're using this year?
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
*HOW LIKELY are you TO RECOMMEND your current TAX SOFTWARE or SERVICE PROVIDER to a friend or colleague? NOT AT ALL LIKELY
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HIGHLY LIKELY

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WHY did you give that rating?
WHY did you give that rating?

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IF YOU COULD MAKE A WISH...

WHAT WOULD YOU CHANGE about busy season?
IF YOU COULD MAKE A WISH...

WHAT WOULD YOU CHANGE about busy season?

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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/Service-Provider to the Profession
Other, Please Specify

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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

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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

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OPTIONAL: Can we quote you? Thanks!
OPTIONAL: Can we quote you? Thanks! Name
Title
Firm/Company
City, State
Phone