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| How interested are you in finding out about new accounting or business management products and services? |
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| Do you participate in Social Media? |
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Facebook |
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Twitter |
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LinkedIn |
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FourSquare |
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Blog (read, subscribe, &/or comment) |
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Blog - I host a blog or contribute to a blog |
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Other |
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| How important is your clients' use of an Intuit product to the success of your business? |
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| * How many new businesses clients did you gain in the last 12 months? |
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For the following statement about your firm and its aspirations, please
use the following scale to indicate how strong you agree or disagree with this
statement: 1 Strongly Disagree, 7 = Strongly Agree: Our Firm is
aggressively marketing itself to add new clients. |
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Including yourself and any full-time, part-time or seasonal employees,
how many employees are there in your firm? |
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| * Number of small business clients: |
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| * Number of small business clients that you interact with on at least a monthly basis: |
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| * Number of small business clients that use QuickBooks: |
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| * Number of small business clients that use one of Intuit's Payroll Services: |
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| * Number of tax clients: |
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| * Of those tax clients, how many are business tax clients?: |
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| * Of those tax clients, how many are
individual tax clients?: |
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If you prepare individual client returns, for how many of your
customers did you provide bank product services during this tax season?
Please include both RALs (Refund Anticipation Loans) and Refund Transfers (RTs): |
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Number getting RALs |
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Number getting RTs |
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| What percentage of the firms revenue last year came
from each of the following service categories? (Total must add to 100%) |
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| Thinking about the time you spend doing QuickBooks
Set-up and Training, what % of the total hours did your firm spent serving
clients last year were doing QuickBooks Set-up and Training? |
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| On the topic of payroll, please check those payroll services you offer or strategies you employ
(check all that apply). |
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| I provide full-service payroll (check-writing, earning records, payroll deposits, payroll reports): |
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| I provide after-the-fact payroll (summarizing checks already cut by client, earnings records, payroll reports, calculating deposit amount): |
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| I refer my clients to a third-party payroll service: |
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| I refer my clients to software that enables them to process payroll themselves: |
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| I do not engage in payroll services at all: |
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