NACPB - NACPB National Professional Bookkeeper Annual Survey 2007

NACPB National Professional Bookkeeper Annual Survey 2007

Welcome to the NACPB National Professional Bookkeeper Annual Survey 2007. We appreciate you taking a few minutes to complete the annual survey. This survey consists of 21 questions and should take no longer than five minutes to complete.

Purpose
The purpose of the survey is two fold: (1) the survey provides NACPB valuable information about professional bookkeepers NACPB uses to serve professional bookkeepers, and (2) the survey provides professional bookkeepers valuable information about professional bookkeepers they can use to serve small business owners and their employees.

Why You Should Complete the Survey
An Executive Summary of the survey will be presented in the June NACPB Newsletter. By taking the survey, you are entitled to receive a personal detailed NACPB National Professional Bookkeeper Annual Survey 2007 Report.

Please note: Although the survey should be completed by bookkeeping business owners only, we want to obtain a complete spectrum of professional bookkeepers providing bookkeeping, accounting, payroll, tax, and QuickBooks services. The deadline for completing the survey is Friday, May 25, 2007.

OWNER INFORMATION

1. Professional designation (choose all that apply)?

	Bookkeeper
	Accountant
	Payroll Provider
	Tax Planner/Preparer
	QuickBooks Advisor
	Other (please list)

2. Level of accounting education (choose one)?

	One year certificate
	Associate’s Degree
	Bachelor’s Degree
	Master’s Degree
	Other (please list)

3. Certifications or accreditations (choose all that apply)?

	Certified Public Bookkeeper (CPB)
	Certified Bookkeeper (CB)
	Certified Public Accountant (CPA)
	Public Accountant (PA)
	Certified Payroll Specialist (CPS)
	NACPB QuickBooks Certified
	Certified QuickBooks ProAdvisor (CQA)
	Enrolled Agent (EA)
	Other (please list)

4. Years of experience (choose one)?

	Under 1 year
	1 to 3 years
	3 to 5 years
	5 to 10 years
	10 to 20 years
	Over 20 years

BUSINESS INFORMATION

5. Type of business entity (choose one)?

	Sole Proprietor
	Partnership
	Limited Liability Company
	Corporation
	S Corporation
	Other (please list)

6. Home based business (choose one)?

	Yes
	No

7. Part time or Full time (choose one)?

	Part time
	Full time

8. Years in business (choose one)?

	Under 1 year
	1 to 3 years
	3 to 5 years
	5 to 10 years
	10 to 20 years
	Over 20 years

9. Number of business owners (choose one)?

	1
	2
	3
	4
	5
	Over 5

10. Number of professional employees (choose one)?

	None
	1 to 3
	3 to 5
	5 to 10
	Over 10

11. Web site (choose one)?

	Yes
	No

12. Annual revenue (choose one)?

	Under $100,000
	$100,000 to $250,000
	$250,000 to $500,000
	$500,000 to $750,000
	$750,000 to $1,000,000
	Over $1,000,000

13. Number of bookkeeping clients (choose one)?

	1
	1 to 5
	5 to 10
	10 to 20
	20 to 50
	50 to 100
	Over 100

14. Services provided (choose all that apply)?

	Bookkeeping
	Accounting/writeup
	Payroll
	Tax planning/preparation
	QuickBooks setup/training/support
	Other (please list)

15. Billing method (choose all that apply)?

Bookkeeping	Hourly rate	Fixed rate	Value-added billing
Accounting/writeup	Hourly rate	Fixed rate	Value-added billing
Payroll	Hourly rate	Fixed rate	Value-added billing
Tax planning/preparation	Hourly rate	Fixed rate	Value-added billing
QuickBooks setup/training/suppor	Hourly rate	Fixed rate	Value-added billing
Other (please list)	Hourly rate	Fixed rate	Value-added billing

16. Billing Rate/Fee (choose all that apply)?

Bookkeeping hourly rate:
$10 to $20 $20 to $30 $30 to $40 $40 to $50 $50 to $60 Over $60

Accounting/writeup average monthly fee:
$300 to $400 $400 to $500 $500 to $750 $750 to $1,000 Over $1,000

Payroll (average monthly fee for 5 employees):
$40 to $60 $60 to $80 $80 to $100 $100 to $120 Over $120

Tax Preparation (average Form 1040 fee):
$100 to $200 $200 to $300 $300 to $400 $400 to $500 Over $500

Tax Preparation (average business return fee):
$300 to $400 $400 to $500 $500 to $750 $750 to $1,000 Over $1,000

QuickBooks setup/training/support hourly rate:
$20 to $30 $30 to $40 $40 to $50 $50 to $60 $60 to $75 Over $75

17. Industries served (choose all that apply)?

Agriculture, Forestry, Mining, & Animal Services	Health Services
Construction	Legal Services
Manufacturing	Education & Social Services
Transportation	Art & Membership Organizations
Wholesale Trade	Engineering, Architecture, & Management Services
Retail Trade	Household & Misc. Services
Finance, Insurance & Real Estate	Government
Business & Personal Service	Other

18. Financial software supported (choose all that apply)?

	Quicken
	QuickBooks
	Peachtree
	Microsoft Office Accounting
	Other (please list)

19. Financial software used internally (choose one)?

	Quicken
	QuickBooks
	Peachtree
	Microsoft Office Accounting
	Other (please list)

20. Member affiliations (choose all that apply)?

	National Association of Certified Public Bookkeepers (NACPB)
	State Association of Certified Public Bookkeepers (Any state)
	American Institute of Professional Bookkeepers (AIPB)
	American Institute of Certified Public Accountants (AICPA)
	State Society/Association of Certified Public Accountants (Any state)
	American Payroll Association (APA)
	National Association of Tax Professionals (NATP)
	National Association of Enrolled Agents (NAEA)
	Other (please list)

21. Geographical location (choose one)?

	Northwest (Alaska, Idaho, Montana, Oregon, Washington, and Wyoming)
	Southwest (Arizona, California, Colorado, Hawaii, Nevada, New Mexico, Oklahoma, Texas, and Utah)
	Midwest (Illinois, Indiana, Iowa, Kansas, Michigan, Minnesota, Missouri, Nebraska, North Dakota, Ohio, South Dakota, and Wisconsin)
	Northeast (Connecticut, Delaware, District of Columbia, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, and Vermont)
	Southeast (Alabama, Arkansas, Florida, Georgia, Kentucky, Louisiana, Mississippi, North Carolina, South Carolina, Tennessee, Virginia, and West Virginia)
	Other (please list)

OPTIONAL INFORMATION
Complete this section only if you want to receive a personal detailed NACPB National Professional Bookkeeper Annual Survey 2007 Report.

First Name:
Last Name:
Company:
Address:
City:
State:
Zip:
Phone:
Fax:
Email:

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