Miles Consulting Group 2023/24 Financial Leaders Survey

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* 1. What is your role within your company?

CFO

VP Finance

Head of Finance/ Finance Director

Controller

Other

If you selected 'other', please specify your role here.

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* 2. Which best describes the type of company you are?

SaaS

Technology

Online Retailer

Online Marketplace

Other

If you selected 'other', please specify your type of company here.

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* 3. Has your company experienced growth this year based on previous years?

Yes, significant growth

Yes, moderate growth

Remained the same

No, moderate decline

No, significant decline

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* 4. How are you feeling about the impact of inflation on your business in 2024 compared with 2023?

	Highly concerned	Moderately concerned	Neither concerned nor unconcerned	Not concerned
2023	2023 Highly concerned	2023 Moderately concerned	2023 Neither concerned nor unconcerned	2023 Not concerned
2024	2024 Highly concerned	2024 Moderately concerned	2024 Neither concerned nor unconcerned	2024 Not concerned

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* 5. How concerned or worried are you about the impact the below factors could have on your company in the next 12 months?

	Not at all	Slightly	Moderately	Significantly	Extremely
Revenue Growth and Retention	Revenue Growth and Retention Not at all	Revenue Growth and Retention Slightly	Revenue Growth and Retention Moderately	Revenue Growth and Retention Significantly	Revenue Growth and Retention Extremely
Customer Acquisition Costs	Customer Acquisition Costs Not at all	Customer Acquisition Costs Slightly	Customer Acquisition Costs Moderately	Customer Acquisition Costs Significantly	Customer Acquisition Costs Extremely
Customer Churn	Customer Churn Not at all	Customer Churn Slightly	Customer Churn Moderately	Customer Churn Significantly	Customer Churn Extremely
Hiring Talent	Hiring Talent Not at all	Hiring Talent Slightly	Hiring Talent Moderately	Hiring Talent Significantly	Hiring Talent Extremely
Cash Flow	Cash Flow Not at all	Cash Flow Slightly	Cash Flow Moderately	Cash Flow Significantly	Cash Flow Extremely
Operational Efficiency & Cost Management	Operational Efficiency & Cost Management Not at all	Operational Efficiency & Cost Management Slightly	Operational Efficiency & Cost Management Moderately	Operational Efficiency & Cost Management Significantly	Operational Efficiency & Cost Management Extremely
Cybersecurity Threat	Cybersecurity Threat Not at all	Cybersecurity Threat Slightly	Cybersecurity Threat Moderately	Cybersecurity Threat Significantly	Cybersecurity Threat Extremely
Tax Compliance & Regulatory Matters	Tax Compliance & Regulatory Matters Not at all	Tax Compliance & Regulatory Matters Slightly	Tax Compliance & Regulatory Matters Moderately	Tax Compliance & Regulatory Matters Significantly	Tax Compliance & Regulatory Matters Extremely
Investor Relations	Investor Relations Not at all	Investor Relations Slightly	Investor Relations Moderately	Investor Relations Significantly	Investor Relations Extremely
Technology Investments & Development (including AI)	Technology Investments & Development (including AI) Not at all	Technology Investments & Development (including AI) Slightly	Technology Investments & Development (including AI) Moderately	Technology Investments & Development (including AI) Significantly	Technology Investments & Development (including AI) Extremely
Global Expansion	Global Expansion Not at all	Global Expansion Slightly	Global Expansion Moderately	Global Expansion Significantly	Global Expansion Extremely
Sustainability & Social Responsibility	Sustainability & Social Responsibility Not at all	Sustainability & Social Responsibility Slightly	Sustainability & Social Responsibility Moderately	Sustainability & Social Responsibility Significantly	Sustainability & Social Responsibility Extremely

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* 6. How concerned are you with your company's tax matters going into 2024?

	Not at all	Slightly	Moderately	Significantly	Extremely
Federal Income Tax	Federal Income Tax Not at all	Federal Income Tax Slightly	Federal Income Tax Moderately	Federal Income Tax Significantly	Federal Income Tax Extremely
State Income Tax	State Income Tax Not at all	State Income Tax Slightly	State Income Tax Moderately	State Income Tax Significantly	State Income Tax Extremely
State Sales Tax	State Sales Tax Not at all	State Sales Tax Slightly	State Sales Tax Moderately	State Sales Tax Significantly	State Sales Tax Extremely
Property Tax	Property Tax Not at all	Property Tax Slightly	Property Tax Moderately	Property Tax Significantly	Property Tax Extremely

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* 7. How concerned are you about the following state tax matters specifically?

	Not at all	Slightly	Moderately	Significantly	Extremely
Sales tax return compliance	Sales tax return compliance Not at all	Sales tax return compliance Slightly	Sales tax return compliance Moderately	Sales tax return compliance Significantly	Sales tax return compliance Extremely
Economic nexus	Economic nexus Not at all	Economic nexus Slightly	Economic nexus Moderately	Economic nexus Significantly	Economic nexus Extremely
Audits from state agencies	Audits from state agencies Not at all	Audits from state agencies Slightly	Audits from state agencies Moderately	Audits from state agencies Significantly	Audits from state agencies Extremely
M&A	M&A Not at all	M&A Slightly	M&A Moderately	M&A Significantly	M&A Extremely

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* 8. How do you currently manage sales tax?

Compliance software only

Compliance software AND outside help from CPAs and consultants

Compliance software AND internal expertise

Outside help from CPAs and consultants only

Currently need assistance

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* 9. What are your top 3 priorities over the next 12 months from the options below?

	1st Priority	2nd Priority	3rd Priority
Revenue Growth and Retention	Revenue Growth and Retention 1st Priority	Revenue Growth and Retention 2nd Priority	Revenue Growth and Retention 3rd Priority
Hiring Talent	Hiring Talent 1st Priority	Hiring Talent 2nd Priority	Hiring Talent 3rd Priority
Financial Planning & Analysis (FP&A)	Financial Planning & Analysis (FP&A) 1st Priority	Financial Planning & Analysis (FP&A) 2nd Priority	Financial Planning & Analysis (FP&A) 3rd Priority
Cash Flow Management	Cash Flow Management 1st Priority	Cash Flow Management 2nd Priority	Cash Flow Management 3rd Priority
Operational Efficiency & Cost Management	Operational Efficiency & Cost Management 1st Priority	Operational Efficiency & Cost Management 2nd Priority	Operational Efficiency & Cost Management 3rd Priority
Tax Compliance & Regulatory Matters	Tax Compliance & Regulatory Matters 1st Priority	Tax Compliance & Regulatory Matters 2nd Priority	Tax Compliance & Regulatory Matters 3rd Priority
Risk Management	Risk Management 1st Priority	Risk Management 2nd Priority	Risk Management 3rd Priority
Investor Relations	Investor Relations 1st Priority	Investor Relations 2nd Priority	Investor Relations 3rd Priority
Technology Investments & Development (including AI)	Technology Investments & Development (including AI) 1st Priority	Technology Investments & Development (including AI) 2nd Priority	Technology Investments & Development (including AI) 3rd Priority
Global Expansion	Global Expansion 1st Priority	Global Expansion 2nd Priority	Global Expansion 3rd Priority
DEI	DEI 1st Priority	DEI 2nd Priority	DEI 3rd Priority
Sustainability & Social Responsibility	Sustainability & Social Responsibility 1st Priority	Sustainability & Social Responsibility 2nd Priority	Sustainability & Social Responsibility 3rd Priority
Other	Other 1st Priority	Other 2nd Priority	Other 3rd Priority

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* 10. What do you predict are the trends for CFOs to watch in 2024? (Check all that apply)

AI Development & Adoption

Talent Acquisition & Retention

Sustainability & Social Responsibility

Impact of Inflation

Other

If you selected 'other', please specify your response here.

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* 11. How many employees do you have at your company?

1 - 10

11 - 25

26 - 100

101 - 500

501 - 1000

1000+

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* 12. What is your company's annual revenue?

Under $2m

$2m - $5m

$6m - $20m

$21 - $50m

Over $50m

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* 13. Miles Consulting Group is a state sales tax consulting firm. When it comes to sales tax and compliance, what is the one challenge that you would love to overcome in 2024?

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* 14. Thank you so much for taking the time to share your responses with us. Your participation will go a long way to helping us share valuable data and insights.

If you are interested in keeping in touch with us or receiving a copy of the final survey results, please select the most appropriate option from the list below and share your email address.

Your responses to this survey are confidential and reported back in the aggregate. Please check all that apply.