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First Name
Last Name
Email
Firm Name
Firm State
Alabama
Alaska
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California
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District Of Columbia
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Ohio
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South Carolina
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Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Firm Size
1 (Sole Practitioner)
2-5
6-10
11-50
51-100
101-250
251-500
501-1000
Over 1000
In which stage is your firm in building its Client Advisory Services practice?
Haven’t begun yet and still considering (some still need convincing)
Haven’t begun, but most have bought into the opportunity
Made some small steps, but having trouble implementing a true business model and/or process
Business model/process set but having trouble on boarding clients
Client accounting practice is performing well; looking to take it to the next level
Client accounting practice is performing well; training additional staff and/or improve efficiencies
Do you have a specific industry niche?
Professional services
Nonprofits
Health care facilities
Real estate
Restaurants
Construction
Retail trade
Family office
Technology
Manufacturing
Other
Are you an AICPA PCPS member?
Yes
No
I'd prefer to be grouped with practitioners similar to my firm in the following ways:
Firm size
Geographical location
Point along the CAS journey
Client industry focus
What CAS topics currently interest you most?
How did you hear about us?
Comments