Accountants Survey « Strategic Development, LLC

Accountants Survey

Are you a partner in CPA firm? The challenges and opportunities in the professional services market are great. Protecting your client base and positioning your firm for the future is top priority for partners. Complete the survey below and we’ll send you a complimentary ebook copy of “7 Simple Steps to Fee Growth.” The book is a quick-read and loaded with practical and powerful ideas on building the competitive, profitable practice you desire.

First Name *

Last Name *

Your Position *

Firm Name *

Number of Partners *

Email *

Phone *

###-###-####

What are the most important things to you about being in practice, especially in slower economic times? *

How important do you feel the following are to you during these challenging times, where 5 is very important and 1 is completely irrelevant?

I want to have a much greater feeling of control. *

I feel we need to make better strategic decisions to help us protect our future *

I feel we need to look at working closer with clients and doing more for them *

I believe we need to protect our client base *

I want the firm to be attractive to new clients in these competitive times *

How important do you feel the following are to your firm during these challenging times, where 5 is very important and 1 is completely irrelevant?

We need to focus on services that our clients value *

We need to protect our fees from decline *

We need to protect our margins *

We need a clear strategy for survival and then growth *

We need a clear plan for fee growth over the next 2 years *

How do you feel the recession is affecting your client's perceptions? *

What do you feel are the short term issues that you are faced with? *

Do you feel this recession will affect any exit plans that you may have in place? *

Yes

If yes, how do you feel it will affect your exit plans? *

What improvements do you feel could be made to your service offering? *

How important are each of the following, where 5 is very important and 1 is completely irrelevant?

Strategic cost cutting exercises that avoid knee-jerk reactions *

Focused marketing activities *

Sustainable profit improvement choices *

Creation of a 2 year themed strategic plan for survival and then growth *

Retention of key staff *

Risk mitigation planning *

Protection of your client base *

What do you feel are the biggest areas of risk for you and your business now? *

Any other comments? *

Enter the words below in the box.

Strategic Development, LLC