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The Accounting Profession's Business Plans and Outlook
1.
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Name:
Email:
2.
Have you made any NEW PLANS or STRATEGIES for the year ahead?
Yes
No
3.
IF SO... What have you decided? (In your own words...)
4.
LOOKING AHEAD THROUGH THE NEXT 6 TO 12 MONTHS, what's your opinion of the BUSINESS OUTLOOK for ...
Not all Confident
Less than Confident
Somewhat Confident
Fairly Confident
Highly Confident
... your firm (or organization).
Not all Confident
Less than Confident
Somewhat Confident
Fairly Confident
Highly Confident
... your clients/customers.
Not all Confident
Less than Confident
Somewhat Confident
Fairly Confident
Highly Confident
... the nation in general.
Not all Confident
Less than Confident
Somewhat Confident
Fairly Confident
Highly Confident
... yourself and your family.
Not all Confident
Less than Confident
Somewhat Confident
Fairly Confident
Highly Confident
5.
COMMENT: Why did you give that answer?
6.
Which of these STRATEGIES or ISSUES are going to be MOST IMPORTANT to YOU or YOUR ORGANIZATION? (Check all that apply.)
Work smarter, not harder.
Leverage new technology to improve operations.
Focus on a more limited number of services.
Expand our range of services.
Develop more high-value service offerings.
Raise prices.
Improve utilization rates.
Improve realization rates.
Explore growth through acquisition.
Move to position for sale or merger.
Increase value to shareholders.
Build the organization systems that can replace key leaders when we're gone.
Get new clients.
Fire some clients.
Launch a leadership training plan to nurture the next generation of management.
Create and stick to a strategic plan.
Put in place a succession plan.
Develop a new compensation plan.
Balance work/life better.
Take more time off.
Devote more time to personal professional development.
7.
Have we OMITTED any KEY STRATEGIES or ISSUES? (Please specify.)
8.
From the list above, which is your SINGLE MOST IMPORTANT PRIORITY?
9.
PLEASE TELL US SOMETHING ABOUT YOURSELF.... In what type of business do you work?
Public accounting / tax / consulting
Business or Industry
Government
Not-for-profit
Education
Vendor/Service-Provider to the Profession
Other, please specify
10.
How many people work in your office or location?
1 to 10
11 to 50
51 to 100
101 to 500
More than 500
11.
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
12.
OPTIONAL: Can we quote you? Thanks!
Name
Title
Firm/Company
City, State
Phone
