Busy Season Barometer 2016.Rick Telberg :: CPA Trendlines Research Question Title * 1. WELCOME! And Thank You for joining the study panel! Where should we send your free preview of the topline results? Name Email Question Title * 2. So far, how do expect NEXT YEAR's Busy Season to 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 Question Title * 3. WHY did you answer that way? Question Title * 4. On this list of issues, which are your CHIEF CONCERNS this year? Please check all that apply. Competition from others. Clients late or unprepared. General economic situation. Security, privacy and identity theft issues. Late or erroneous K1s, 1099s, etc. Office workflows or processes Staffing issues. Technology/software problems. IRS operations. Pricing and fee pressures Setting aside enough time to plan. New accounting and auditing issues. Tax code & reg changes. Personal or family issues. Other, Please Specify Question Title * 5. Using these key benchmarks, how do you expect NEXT YEAR compare to LAST YEAR? Significant Increase (10% or more) Some Increase (5%-10%) No Change (+/- 5%) Some Decrease (-5%-10%) Significant Decrease (-10% or or more) Total Revenue Total Revenue Significant Increase (10% or more) Total Revenue Some Increase (5%-10%) Total Revenue No Change (+/- 5%) Total Revenue Some Decrease (-5%-10%) Total Revenue Significant Decrease (-10% or or more) Net Profit Net Profit Significant Increase (10% or more) Net Profit Some Increase (5%-10%) Net Profit No Change (+/- 5%) Net Profit Some Decrease (-5%-10%) Net Profit Significant Decrease (-10% or or more) Number of Clients Number of Clients Significant Increase (10% or more) Number of Clients Some Increase (5%-10%) Number of Clients No Change (+/- 5%) Number of Clients Some Decrease (-5%-10%) Number of Clients Significant Decrease (-10% or or more) Number on Extension Number on Extension Significant Increase (10% or more) Number on Extension Some Increase (5%-10%) Number on Extension No Change (+/- 5%) Number on Extension Some Decrease (-5%-10%) Number on Extension Significant Decrease (-10% or or more) Revenue per Client Revenue per Client Significant Increase (10% or more) Revenue per Client Some Increase (5%-10%) Revenue per Client No Change (+/- 5%) Revenue per Client Some Decrease (-5%-10%) Revenue per Client Significant Decrease (-10% or or more) Profit per Client Profit per Client Significant Increase (10% or more) Profit per Client Some Increase (5%-10%) Profit per Client No Change (+/- 5%) Profit per Client Some Decrease (-5%-10%) Profit per Client Significant Decrease (-10% or or more) Question Title * 6. Can you explain the changes? Question Title * 7. 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 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 Question Title * 8. WHY did you answer that way? Question Title * 9. BONUS QUESTION: What are your best time-management techniques for working fast and effectively in busy season? Question Title * 10. 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 Question Title * 11. 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 Question Title * 12. 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 Question Title * 13. OPTIONAL: Can we quote you? Thanks! Name Email Phone Next
