Accounting Practice BlueprintEstimate these answers takes no more than 5-10 mins"*" indicates required fields PhoneThis field is for validation purposes and should be left unchanged.Name* First Name Last Name Email*example@example.com Phone Number*Please enter a valid phone number.Business Name*How long have you owned your firm?*What are your goals for your firm? Please be specific*Do you have a business plan to achieve your goals? If so, how do you measure progress to your plan?*Who, other than yourself, is involved in the decision making of your firm?*Please complete the following information:Revenue - Current Year (Projected)*Revenue - Last Year*Number of Client Households - Current Year (Projected)*Number of Client Households - Last Year*Hours Actually Billed - Current Year (Projected)*Hours Actually Billed - Last Year*Number of Billable Employees - Current Year (Projected)*Billable of Employees - Last Year*Total Employees - Current Year (Projected)*Total Employees - Last Year*Please indicate the percentage of total clients that fall into each categoryBusiness Owners*Non Business Owner*Please indicate the percentage of total clients that fall into each service categoryTraditional Services (tax prep/returns, accounting service, book keeping)*Business Advisory*Advanced Tax Planning*How is your practice billing? - Percentage of clientsHourly*Value Based*Flat Fee*What has been your most significant professional accomplishment? What are you most proud of?*Please describe the strengths you bring to your business*Please describe your main challenges. What holds you back?*What techniques and strategies do you use to "stay on top of your game"?*How many hours do you work per week, on average?*How would you describe your work/life balance?*What are your hobbies? How do you spend time outside of your business?*If you had enough time and financial resources to do anything you chose, how would you spend your time outside of your business?*Are you satisfied with the amount of money you currently make in relation to the time you work?*Are there opportunities to improve this? If so, please describe.*What sets you apart from the competition? What is the compelling reason for someone to do business with you?*What frustrations do clients have with your industry in general?*What parts of your profession do you find most rewarding?*What parts of your profession do you find least rewarding?*Please choose the option that best describes you* I love my job. I enjoy what I do, but if I had a choice, I would rather do something else. I can take it or leave it. I don't really like my job, but it pays the bills. I hate my job.Describe your top three target markets for new clients*Do you have a trusted resource team of professionals that can bring additional value to help your clients?*How often do you use these resources?*When your clients use these resources, do you benefit financially?*If there was one thing you could change in your business in the next 90 days, what would it be and why?*Are you coachable?*Do you have any comments, questions, or concerns? Are there other things that keep you up at night or what we missed about being a CPA?*
