SurveyMonkey Powered Online Survey

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* 1. Contact Information:

Name:

Organization:

Address:

Address 2:

City/Town:

State:

ZIP/Postal Code:

Email Address:

Phone Number:

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* 2. Which of the following services are also currently offered or are within your capabilities? (Check all that apply)

Payroll Processing

Business Advice and Guidance (based on payroll/accounting numbers, trends and analysis)

People and Process Related Services (HR, recruitment, change management, process improvement, fraud/internal controls, succession planning, etc.)

Business Accounting / Taxes

Individual Taxes

Financial Services

Other (please specify)

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* 3. How significant are the following challenges for your firm?

	Not significant	Slightly significant	Significant	Very significant	Extremely significant
Getting new clients	Getting new clients Not significant	Getting new clients Slightly significant	Getting new clients Significant	Getting new clients Very significant	Getting new clients Extremely significant
Retaining existing clients (and cross-marketing additional services that address unmet client needs)	Retaining existing clients (and cross-marketing additional services that address unmet client needs) Not significant	Retaining existing clients (and cross-marketing additional services that address unmet client needs) Slightly significant	Retaining existing clients (and cross-marketing additional services that address unmet client needs) Significant	Retaining existing clients (and cross-marketing additional services that address unmet client needs) Very significant	Retaining existing clients (and cross-marketing additional services that address unmet client needs) Extremely significant

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* 4. How well are you CURRENTLY meeting the following challenges for your firm?

	Need to do MUCH better	Could use SOME improvement	Doing OK	The STATUS QUO is pretty good	Things couldn't be better
Getting new clients	Getting new clients Need to do MUCH better	Getting new clients Could use SOME improvement	Getting new clients Doing OK	Getting new clients The STATUS QUO is pretty good	Getting new clients Things couldn't be better
Retaining existing clients (and cross-marketing additional services that address unmet client needs)	Retaining existing clients (and cross-marketing additional services that address unmet client needs) Need to do MUCH better	Retaining existing clients (and cross-marketing additional services that address unmet client needs) Could use SOME improvement	Retaining existing clients (and cross-marketing additional services that address unmet client needs) Doing OK	Retaining existing clients (and cross-marketing additional services that address unmet client needs) The STATUS QUO is pretty good	Retaining existing clients (and cross-marketing additional services that address unmet client needs) Things couldn't be better

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* 5. What best describes the scope of your responsibility?

Managing Partner / Principal / President

Executive in Charge of Business Development (Sales and Marketing)

Consultant

Other

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* 6. How many employees represent your firm?

1-10

11-25

26-75

76-250

251-1000

Over 1000

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* 7. How significant are the following challenges for YOUR CLIENTS and the companies they work for?

	Not significant	Slightly significant	Significant	Very significant	Extremely significant
Getting more done with fewer people/Controlling labor costs	Getting more done with fewer people/Controlling labor costs Not significant	Getting more done with fewer people/Controlling labor costs Slightly significant	Getting more done with fewer people/Controlling labor costs Significant	Getting more done with fewer people/Controlling labor costs Very significant	Getting more done with fewer people/Controlling labor costs Extremely significant
Increasing revenue/Sales	Increasing revenue/Sales Not significant	Increasing revenue/Sales Slightly significant	Increasing revenue/Sales Significant	Increasing revenue/Sales Very significant	Increasing revenue/Sales Extremely significant
Reducing / minimizing work comp. costs	Reducing / minimizing work comp. costs Not significant	Reducing / minimizing work comp. costs Slightly significant	Reducing / minimizing work comp. costs Significant	Reducing / minimizing work comp. costs Very significant	Reducing / minimizing work comp. costs Extremely significant
Work quality	Work quality Not significant	Work quality Slightly significant	Work quality Significant	Work quality Very significant	Work quality Extremely significant
Hiring/Firing mistakes (frequency, severity & costs)	Hiring/Firing mistakes (frequency, severity & costs) Not significant	Hiring/Firing mistakes (frequency, severity & costs) Slightly significant	Hiring/Firing mistakes (frequency, severity & costs) Significant	Hiring/Firing mistakes (frequency, severity & costs) Very significant	Hiring/Firing mistakes (frequency, severity & costs) Extremely significant
Speed & cost of recruiting	Speed & cost of recruiting Not significant	Speed & cost of recruiting Slightly significant	Speed & cost of recruiting Significant	Speed & cost of recruiting Very significant	Speed & cost of recruiting Extremely significant
Unwanted employee turnover	Unwanted employee turnover Not significant	Unwanted employee turnover Slightly significant	Unwanted employee turnover Significant	Unwanted employee turnover Very significant	Unwanted employee turnover Extremely significant
Employee Theft (fake injuries, time, expense accounts, products, etc)	Employee Theft (fake injuries, time, expense accounts, products, etc) Not significant	Employee Theft (fake injuries, time, expense accounts, products, etc) Slightly significant	Employee Theft (fake injuries, time, expense accounts, products, etc) Significant	Employee Theft (fake injuries, time, expense accounts, products, etc) Very significant	Employee Theft (fake injuries, time, expense accounts, products, etc) Extremely significant
Conflict between employees and supervisors	Conflict between employees and supervisors Not significant	Conflict between employees and supervisors Slightly significant	Conflict between employees and supervisors Significant	Conflict between employees and supervisors Very significant	Conflict between employees and supervisors Extremely significant
Career path/Succession planning to prepare people in advance	Career path/Succession planning to prepare people in advance Not significant	Career path/Succession planning to prepare people in advance Slightly significant	Career path/Succession planning to prepare people in advance Significant	Career path/Succession planning to prepare people in advance Very significant	Career path/Succession planning to prepare people in advance Extremely significant

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* 8. How would you describe the SIZE of YOUR IDEAL BUSINESS CLIENT?

Micro: Under 10 employees

Small: 11-75 employees

Medium: 76-1000 employees

Large: Over 1000 employees

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* 9. If you offer payroll services, what platform do you use? (UKG, Onpay, your own proprietary software, etc.) If not, who do you refer? (ADP, Paychex, etc.)

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* 10. How many account managers do you have who work directly with clients to provide support and service? (They're focused exclusively on client satisfaction and retention.)