Practice Management Survey Thanks for contributing to the Realities of Practice Management Survey. Over the past few years we've seen major changes in the ways firms monitor their efficiency, manage workflows and communicate with their clients. Correspondingly we've seen an explosion in the number of technology solutions available to firms realize those strategies.This survey will help us understand how widely different technologies are being deployed and their impacts on the firms using them.This will inform a number of projects across the year including our landmark 'Realities of Practice Management' Guide due out in June which will provide a much needed framework to help firms determine the best solutions for their firms. Number of Questions 13 Estimated Time 3-5 Minutes Prize Draw $250 Gift Card With a massive thanks to our sponsors Question Title * 1. What is the number of employees at your practice, including yourself and part-time workers, across all locations worldwide? Sole Practitioner 2-4 5-9 10-19 20+ Question Title * 2. How long has your firm been in business? Less than 1 year 1-2 years 3-5 years 6-10 years 10+ Question Title * 3. Which role do you play in your firm? Owner (Partner) Senior (Manager) Mid-level (Staff) Junior (Associate) Question Title * 4. How would you describe the services that your firm currently offers? Check all that apply. Tax preparation for personal clients Tax preparation for business clients Bookkeeping services Payroll services Business reporting Proactive 'advisory' services Other back-office outsourcing (AP/AR, etc.) Question Title * 5. How would you describe the plans for the firm over the next three years? Check all that apply. Stay broadly the same Focus on expanding the volume of clients Add outsourced back office services (AP/AR, etc.) Add 'advisory' services Exit/sell firm I don't know Next
