Which best describes your primary professional role?
Thinking only about the work you do as a financial professional serving business clients, which of the following best describes you? Select one.
What’s the name of your accounting firm?
What is your firm's website (if you have one)?
What is your LinkedIn profile?
Which of the following client accounting or advisory services does your firm offer today? Please select all that apply.
Which TWO of the following types of clients make up the majority of your firm’s clientele? Please select TWO that apply.
What are some of the most common industries or types of businesses among clients?
What percent of your business clients do you or your firm use the following software for? Your best guess is fine.
Are you currently a member of the QuickBooks ProAdvisor Program? Select one. [The ProAdvisor Program is Intuit’s partnership program with accountants and bookkeepers who use QuickBooks products. If you use QuickBooks Online Accountant or have purchased the ProAdvisor QuickBooks Desktop bundle, you are part of the program.]
Here are some of the benefits of the QuickBooks ProAdvisor Program. Which ones of these is your firm actively making use of? Select all that apply.
Which QuickBooks certifications, if any, do you (or your firm colleagues, if you have them) currently hold? Select all that apply.
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