Are you a...

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* 1. Are you a...

What is the primary service your firm offers? In other words, where does MOST of your current revenue come from?

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* 2. What is the primary service your firm offers? In other words, where does MOST of your current revenue come from?

Which area of your practice are you most interested in growing?

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* 3. Which area of your practice are you most interested in growing?

How many hours per week do you currently spend on marketing? "Marketing" includes networking,client and prospect follow up, consultations, blogging, direct mail, etc.

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* 4. How many hours per week do you currently spend on marketing? "Marketing" includes networking,client and prospect follow up, consultations, blogging, direct mail, etc.

What is your current MONTHLY marketing expenditure?

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* 5. What is your current MONTHLY marketing expenditure?

What do you consider to be the biggest challenges within your practice? Please select up to three.

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* 6. What do you consider to be the biggest challenges within your practice? Please select up to three.

What are your approximate gross annual revenues?

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* 7. What are your approximate gross annual revenues?

What do you WANT your 2014 gross revenues to be?

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* 8. What do you WANT your 2014 gross revenues to be?

What are the two questions you would want answered most about growing or operating your tax practice? Anything related to practice management, sales, marketing, fee structures, referrals, services, HR, operations, you name it!

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* 9. What are the two questions you would want answered most about growing or operating your tax practice? Anything related to practice management, sales, marketing, fee structures, referrals, services, HR, operations, you name it!

Based on numerous requests, I'm considering offering a formal coaching/mastermind program in 2014, starting *after* the close of tax season. We'd have weekly (or close to weekly) group conference calls until tax season 2015 hits, one or two in-person mastermind meetings at a nice vacation spot (July and December, I'm thinking), etc. This program would run for 12 months, spanning into 2015. We'd work on growing a specific specialty within your practice -- collections representation, examination representation, 1040 tax planning, etc. It would be highly interactive, and involve a high level of accountability. Is this something you'd be interested in?

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* 10. Based on numerous requests, I'm considering offering a formal coaching/mastermind program in 2014, starting *after* the close of tax season. We'd have weekly (or close to weekly) group conference calls until tax season 2015 hits, one or two in-person mastermind meetings at a nice vacation spot (July and December, I'm thinking), etc. This program would run for 12 months, spanning into 2015. We'd work on growing a specific specialty within your practice -- collections representation, examination representation, 1040 tax planning, etc. It would be highly interactive, and involve a high level of accountability. Is this something you'd be interested in?

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