Business Barometer 2020 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. Overall, how did THIS YEAR'S Tax Season compare to LAST YEAR's for you and your firm? 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. COMMENT: What's the main reason you answered that way? Question Title * 4. TODAY'S BONUS QUESTION: Looking beyond Tax Season 2020, what will you and your firm be doing differently because of the effects of COVID?(Please feel free to answer in brief, or in as much detail, as you wish.) Question Title * 5. On this list of issues, what were your CHIEF CONCERNS? Please check all that apply. Clients late or unprepared. Setting aside enough time to plan. Tax code & reg changes (including PPP, EIDL, etc.). New accounting and auditing issues. Security, privacy and identity theft issues. IRS operations. General economic situation. Late or erroneous K1s, 1099s, etc. Pricing and fee pressures Competition from others. Personal or family issues. Office workflows or processes Staffing issues. Technology/software problems. Other, Please Specify Question Title * 6. Using these key benchmarks, how did THIS YEAR'S RESULTS to compare to LAST YEAR'S? Significant Increase (10% or more) Some Increase (+5%-10%) No Change (+/- 5%) Some Decrease (-5%-10%) Significant Decrease (-10% 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 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 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 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 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 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 more) Question Title * 7. OPTIONAL: Can you explain the changes? Question Title * 8. 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 * 9. OPTIONAL: What's your best advice to other practitioners for making it through the "Corona-recession?" Question Title * 10. PLEASE TELL US SOMETHING ABOUT YOURSELF... In what type of business do you work? Public accounting, tax, bookkeeping, or consulting Private business, industry, or corporate Government Not-for-Profit Education Vendor or Services Provider to Practitioners or Firms 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
