Busy Season Barometer 2013.Rick Telberg :: CPA Trendlines Research_Rick Telberg

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WELCOME! And Thank You for joining the study panel!

Where should we send your free preview of the topline results?

WELCOME! And Thank You for joining the study panel! Where should we send your free preview of the topline results? Name
Email

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So, how did THIS year's busy season compare to LAST year's?

So, how did THIS year's busy season compare to LAST year's? Much Better than Last Year

Somewhat Better than Last Year

About the Same

Somewhat Worse than Last Year

Much Worse than Last Year

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WHY did you answer that way?

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On this list of issues, which were your CHIEF CONCERNS?
(Please check all that apply.)

On this list of issues, which were your CHIEF CONCERNS?
(Please check all that apply.) Clients late or unprepared.

Late or erroneous K1s, 1099s, etc.

Staffing issues.

IRS operations.

Tax code changes.

Competition from others.

General economic situation.

Personal or family issues.

Partner or office issues.

Setting aside enough time to plan.

Making plans correctly.

New accounting and auditing issues.

Technology/software problems.

Office workflows or processes

Other, Please Specify

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Using these key benchmarks, how did THIS busy season compare to LAST YEAR'S?

	Significant Increase	Some Increase	No Change	Some Decrease	Significant Decrease
Total Revenue	*Using these key benchmarks, how did THIS busy season compare to LAST YEAR'S? Total Revenue Significant Increase	Total Revenue Some Increase	Total Revenue No Change	Total Revenue Some Decrease	Total Revenue Significant Decrease
Net Profit	Net Profit Significant Increase	Net Profit Some Increase	Net Profit No Change	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	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	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	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	Profit per Client Some Decrease	Profit per Client Significant Decrease

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Can you explain the changes?

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YOUR BUSINESS & ECONOMIC OUTLOOK

In your opinion, how will the NEXT 12 MONTHS shape up for... ... ...?

	Much Worse	Somewhat Worse	About the Same	Somewhat Better	Much Better
...Your Clients/Customers	* YOUR BUSINESS & ECONOMIC OUTLOOK In your opinion, how will the NEXT 12 MONTHS shape up for... ... ...? ...Your Clients/Customers Much Worse	...Your Clients/Customers Somewhat Worse	...Your Clients/Customers About the Same	...Your Clients/Customers Somewhat Better	...Your Clients/Customers Much Better
...Your Firm/Company	...Your Firm/Company Much Worse	...Your Firm/Company Somewhat Worse	...Your Firm/Company About the Same	...Your Firm/Company Somewhat Better	...Your Firm/Company Much Better
...Yourself and Your Family	...Yourself and Your Family Much Worse	...Yourself and Your Family Somewhat Worse	...Yourself and Your Family About the Same	...Yourself and Your Family Somewhat Better	...Yourself and Your Family Much Better
...The Nation's Economy in General	...The Nation's Economy in General Much Worse	...The Nation's Economy in General Somewhat Worse	...The Nation's Economy in General About the Same	...The Nation's Economy in General Somewhat Better	...The Nation's Economy in General Much Better

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WHY did you answer that way?

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What will you do differently NEXT year?

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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 or consulting

Business or Industry

Governmenta

Not-for-Profit

Education

Vendor or Supplier to the Industry

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How many people work in your office or location?

How many people work in your office or location? Solo practitioner

2 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? President/CEO/COO/Managing Partner

CFO/Controller/Partner/Senior Executive

Senior Staff/General Management

Mid-Level Staff/Internal Auditor

Junior Staff/Support

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OPTIONAL: Can we quote you? Thanks!

OPTIONAL: Can we quote you? Thanks! Name
Email
Phone