OAK 30520 Small Business Accounting SW Postings

Hagen/Sinclair Research is looking for small business owners to participate in a PAID Web Interview about current and potential business use of finance solution products.

INCENTIVE: As a thank you for participating, those who complete the interview will be paid an incentive of $200 + $75 for homework for a total of $275. The participants chosen for the web interview will receive an additional incentive.

DATE/TIME: The interviews will take place March 30 - April 13th , 2020.

FORMAT: 1-hour Web interview

If you are interested in participating, please provide the following information. If your answers pre-qualify you for the study, one of our recruiters will call you to complete the screening process.

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* 1. Please enter the following information. We ask for your industry and occupation in order to invite you to appropriate studies. Your address is solely for the purpose of sending incentive checks.

First Name: *

Last Name: *

Occupation: *

Industry:

Email Address:

Cell Phone:

Address:

City: *

State: *

Zip: *

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* 2. Which of the following best describes your employment status?

I work as an employee of a business (ie paid salary / wages reported on W-2)

I work as a contractor (ie wages reported on 1099)

I am self-employed with no W-2 employees (besides me)

I own a small business with no W-2 employees (besides me)

I am the owner of or a partner in a business that has 1-10 full- or part-time W-2 employee (besides me / my partner)

I am the owner/partner/financial manager in a business that has 11-100 full- or part-time W-2 employee (besides me / my partner)

I am the owner/partner/financial manager in a business that has 101+ full- or part-time W-2 employee (besides me / my partner)

Other form of employment

I am not currently employed

Prefer not to say

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* 3. To confirm, approximately how many full- or part-time W-2 employees, including yourself, does your business have? This does not include 1099 contractors.

Just me

2 employees (one other besides yourself)

3-5 employees (including you)

5-10 employees (including you)

11-19 employees (including you)

20-49 employees (including you)

50-101 employees (including you)

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* 4. What is the name of your business?

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* 5. What is your company's website address? If FaceBook page please provide that link.

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* 6. Which of the following best describes your business and what you sell?

We mainly sell products, not services

We mainly sell services, not products

We sell both services and products equally

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* 7. Which, if any, of the following apply to your business?

I spend at least 20 hours per week on the business

Have at least one customer or client

Rent or occupy a location outside of my residence for business use

File taxes under a tax ID (vs. a social security number)/have formed a business entity to prevent personal liability

I have registered the business with federal, state, or local governments

Have or have applied for a business license

Track business and personal finances separately

Is the primary source of my total income

None of the above

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* 8. How long have you been working at your business?

Less than 6 months

6-12 months

1-5 years

5-10 years

11 years or more

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* 9. What was the approximate gross revenue of your business in 2019?

Less than $25,000

$25,000 to $49,999

$50,000 to $99,999

$100,000 to $249,99

$250,000 to $999,999

$1,000,000 to $4,999,999

$5,000,000 to $9,999,999

$10,000,000 to $19,999,999

Over $20,000,000

No revenues in 2019

Don't know

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* 10. In the next year, do you expect the sales or revenues of your business to…?

Grow considerably

Grow somewhat

Stay at the same level

Get somewhat smaller

Get considerably smaller

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* 11. Which of the following best describes your role in the decision making when choosing these business tools for your company? For example, bookkeeping software, time tracking, payroll, 401k plans, etc.

I am the primary decision maker in choosing the tools we use

I share in the decision making of the choice of tools we use

I am not involved in the decision making of the tools we use

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* 12. Which of the following business tasks, if any, are done at your company as part of running the business?

Tracking time

Payroll

Bookkeeping/accounting

Tracking inventory

Tracking expenses

Invoicing

Accepting and processing payments

Securing loans and/or working capital

Offering 401k benefits

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* 13. For each of those tasks you mentioned, do you currently handle that task manually or do you use a tool to assist? By “manual”, it means data being written/tracked by hand or entered in a spreadsheet. By “tool”, it means using a free or paid tool that is designated for that purpose (e.g. time tracking tool, financial software, etc.).

	Done Manually	Use Tool	Don't do this task
Tracking time	Tracking time Done Manually	Tracking time Use Tool	Tracking time Don't do this task
Payroll	Payroll Done Manually	Payroll Use Tool	Payroll Don't do this task
Bookkeeping/accounting	Bookkeeping/accounting Done Manually	Bookkeeping/accounting Use Tool	Bookkeeping/accounting Don't do this task
Tracking inventory	Tracking inventory Done Manually	Tracking inventory Use Tool	Tracking inventory Don't do this task
Tracking expenses	Tracking expenses Done Manually	Tracking expenses Use Tool	Tracking expenses Don't do this task
Invoicing	Invoicing Done Manually	Invoicing Use Tool	Invoicing Don't do this task
Accepting & processing payments	Accepting & processing payments Done Manually	Accepting & processing payments Use Tool	Accepting & processing payments Don't do this task
Securing loans/working capital	Securing loans/working capital Done Manually	Securing loans/working capital Use Tool	Securing loans/working capital Don't do this task
Offering 401k benefits	Offering 401k benefits Done Manually	Offering 401k benefits Use Tool	Offering 401k benefits Don't do this task

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* 14. Just to confirm, how do you currently handle the bookkeeping/accounting for your business? Select all that apply.

Manual methods, such as hand-written notebooks, ledgers, or recording transactions in a checkbook.

Word processing software, such as Microsoft Word, Mac Pages, or Google Docs.

Database software, such as Microsoft Access.

Online banking.

Spreadsheet software, such as Microsoft Excel, Mac Numbers, or Google Sheets.

Accounting/financial management software such as Sage, Intuit QuickBooks, Wave, FreshBooks, or Xero.

Rely primarily on outside bookkeeper or accountant.

Not sure/don’t know

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* 15. Which programs or software does your business currently use, if any?

For non-tool users:

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* 16. How open are you to using a free or paid tool to accomplish that same task within the next year? Use a 1-5 scale, where “1” means not at all open to “5” meaning extremely open.

	Not at all open 1	2	3	4	Extremely open 5
Tracking time	Tracking time Not at all open 1	Tracking time 2	Tracking time 3	Tracking time 4	Tracking time Extremely open 5
Payroll	Payroll Not at all open 1	Payroll 2	Payroll 3	Payroll 4	Payroll Extremely open 5
Bookkeeping/accounting	Bookkeeping/accounting Not at all open 1	Bookkeeping/accounting 2	Bookkeeping/accounting 3	Bookkeeping/accounting 4	Bookkeeping/accounting Extremely open 5
Tracking inventory	Tracking inventory Not at all open 1	Tracking inventory 2	Tracking inventory 3	Tracking inventory 4	Tracking inventory Extremely open 5
Tracking expenses	Tracking expenses Not at all open 1	Tracking expenses 2	Tracking expenses 3	Tracking expenses 4	Tracking expenses Extremely open 5
Invoicing	Invoicing Not at all open 1	Invoicing 2	Invoicing 3	Invoicing 4	Invoicing Extremely open 5
Accepting and processing payments	Accepting and processing payments Not at all open 1	Accepting and processing payments 2	Accepting and processing payments 3	Accepting and processing payments 4	Accepting and processing payments Extremely open 5
Securing loans and/or working capital	Securing loans and/or working capital Not at all open 1	Securing loans and/or working capital 2	Securing loans and/or working capital 3	Securing loans and/or working capital 4	Securing loans and/or working capital Extremely open 5
Offering 401k benefits	Offering 401k benefits Not at all open 1	Offering 401k benefits 2	Offering 401k benefits 3	Offering 401k benefits 4	Offering 401k benefits Extremely open 5

For tool users:

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* 17. How open are you to using a different paid or free tool to accomplish that same task within the next year? Use a 1-5 scale, where “1” means not at all open to “5” meaning extremely open.

	Not at all open 1	2	3	4	Extremely open 5
Tracking time	Tracking time Not at all open 1	Tracking time 2	Tracking time 3	Tracking time 4	Tracking time Extremely open 5
Payroll	Payroll Not at all open 1	Payroll 2	Payroll 3	Payroll 4	Payroll Extremely open 5
Bookkeeping/accounting	Bookkeeping/accounting Not at all open 1	Bookkeeping/accounting 2	Bookkeeping/accounting 3	Bookkeeping/accounting 4	Bookkeeping/accounting Extremely open 5
Tracking inventory	Tracking inventory Not at all open 1	Tracking inventory 2	Tracking inventory 3	Tracking inventory 4	Tracking inventory Extremely open 5
Tracking expenses	Tracking expenses Not at all open 1	Tracking expenses 2	Tracking expenses 3	Tracking expenses 4	Tracking expenses Extremely open 5
Invoicing	Invoicing Not at all open 1	Invoicing 2	Invoicing 3	Invoicing 4	Invoicing Extremely open 5
Accepting and processing payments	Accepting and processing payments Not at all open 1	Accepting and processing payments 2	Accepting and processing payments 3	Accepting and processing payments 4	Accepting and processing payments Extremely open 5
Securing loans and/or working capital	Securing loans and/or working capital Not at all open 1	Securing loans and/or working capital 2	Securing loans and/or working capital 3	Securing loans and/or working capital 4	Securing loans and/or working capital Extremely open 5
Offering 401k benefits	Offering 401k benefits Not at all open 1	Offering 401k benefits 2	Offering 401k benefits 3	Offering 401k benefits 4	Offering 401k benefits Extremely open 5

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* 18. What is your age?

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* 19. What is your gender?

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* 20. What is a goal for your business in 2020?

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* 21. Thinking about your business and your financial management practices, please indicate how much you personally agree or disagree with each of the attitudinal statements listed below. Then, please answer each behavioral question as best you can. Please read each statement carefully.

	Agree completely	Agree strongly	Agree somewhat	Dis somewhat	Dis strongly	Dis completely
My business is barely breaking even	My business is barely breaking even Agree completely	My business is barely breaking even Agree strongly	My business is barely breaking even Agree somewhat	My business is barely breaking even Dis somewhat	My business is barely breaking even Dis strongly	My business is barely breaking even Dis completely
I often look for technological solutions to help me succeed in business	I often look for technological solutions to help me succeed in business Agree completely	I often look for technological solutions to help me succeed in business Agree strongly	I often look for technological solutions to help me succeed in business Agree somewhat	I often look for technological solutions to help me succeed in business Dis somewhat	I often look for technological solutions to help me succeed in business Dis strongly	I often look for technological solutions to help me succeed in business Dis completely
My business has very simple finances and doesn't need financial management software.	My business has very simple finances and doesn't need financial management software. Agree completely	My business has very simple finances and doesn't need financial management software. Agree strongly	My business has very simple finances and doesn't need financial management software. Agree somewhat	My business has very simple finances and doesn't need financial management software. Dis somewhat	My business has very simple finances and doesn't need financial management software. Dis strongly	My business has very simple finances and doesn't need financial management software. Dis completely
Managing business finances stresses me out	Managing business finances stresses me out Agree completely	Managing business finances stresses me out Agree strongly	Managing business finances stresses me out Agree somewhat	Managing business finances stresses me out Dis somewhat	Managing business finances stresses me out Dis strongly	Managing business finances stresses me out Dis completely
I prefer outsourcing business financial management tasks rather than doing them myself	I prefer outsourcing business financial management tasks rather than doing them myself Agree completely	I prefer outsourcing business financial management tasks rather than doing them myself Agree strongly	I prefer outsourcing business financial management tasks rather than doing them myself Agree somewhat	I prefer outsourcing business financial management tasks rather than doing them myself Dis somewhat	I prefer outsourcing business financial management tasks rather than doing them myself Dis strongly	I prefer outsourcing business financial management tasks rather than doing them myself Dis completely
I am very excited about cloud-based solutions for business	I am very excited about cloud-based solutions for business Agree completely	I am very excited about cloud-based solutions for business Agree strongly	I am very excited about cloud-based solutions for business Agree somewhat	I am very excited about cloud-based solutions for business Dis somewhat	I am very excited about cloud-based solutions for business Dis strongly	I am very excited about cloud-based solutions for business Dis completely
I am usually one of the first among my friends/family to adopt new technology	I am usually one of the first among my friends/family to adopt new technology Agree completely	I am usually one of the first among my friends/family to adopt new technology Agree strongly	I am usually one of the first among my friends/family to adopt new technology Agree somewhat	I am usually one of the first among my friends/family to adopt new technology Dis somewhat	I am usually one of the first among my friends/family to adopt new technology Dis strongly	I am usually one of the first among my friends/family to adopt new technology Dis completely
I worry about the future of my business	I worry about the future of my business Agree completely	I worry about the future of my business Agree strongly	I worry about the future of my business Agree somewhat	I worry about the future of my business Dis somewhat	I worry about the future of my business Dis strongly	I worry about the future of my business Dis completely
I often struggle to learn how to use new technologies	I often struggle to learn how to use new technologies Agree completely	I often struggle to learn how to use new technologies Agree strongly	I often struggle to learn how to use new technologies Agree somewhat	I often struggle to learn how to use new technologies Dis somewhat	I often struggle to learn how to use new technologies Dis strongly	I often struggle to learn how to use new technologies Dis completely
I love the financial management aspects of running a business	I love the financial management aspects of running a business Agree completely	I love the financial management aspects of running a business Agree strongly	I love the financial management aspects of running a business Agree somewhat	I love the financial management aspects of running a business Dis somewhat	I love the financial management aspects of running a business Dis strongly	I love the financial management aspects of running a business Dis completely
My business doesn't really need specialized financial management software	My business doesn't really need specialized financial management software Agree completely	My business doesn't really need specialized financial management software Agree strongly	My business doesn't really need specialized financial management software Agree somewhat	My business doesn't really need specialized financial management software Dis somewhat	My business doesn't really need specialized financial management software Dis strongly	My business doesn't really need specialized financial management software Dis completely
Even if it meant making more money, I wouldn't want to work more hours	Even if it meant making more money, I wouldn't want to work more hours Agree completely	Even if it meant making more money, I wouldn't want to work more hours Agree strongly	Even if it meant making more money, I wouldn't want to work more hours Agree somewhat	Even if it meant making more money, I wouldn't want to work more hours Dis somewhat	Even if it meant making more money, I wouldn't want to work more hours Dis strongly	Even if it meant making more money, I wouldn't want to work more hours Dis completely

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* 22. As per our client's requirement, please provide your LinkedIn address, your work email (email with company name) or other online presence that can verify your employment.

Thank you for taking the time to fill out our survey. A recruiter will call you to complete the screening process if your answers are a match to the study qualifications.

This is a legitimate paid market research study. To verify, go to our website: WWW.HAGENSINCLAIR.COM. If you want to receive personal invitations to future studies click the PARTICIPANT REGISTRATION LINK and sign up. We will contact you if a project arises that looks like a good fit for you. Thanks again!

Question Title

* 1. Please enter the following information. We ask for your industry and occupation in order to invite you to appropriate studies. Your address is solely for the purpose of sending incentive checks.

Question Title

* 2. Which of the following best describes your employment status?

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* 3. To confirm, approximately how many full- or part-time W-2 employees, including yourself, does your business have? This does not include 1099 contractors.

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* 4. What is the name of your business?

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* 5. What is your company's website address? If FaceBook page please provide that link.

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* 6. Which of the following best describes your business and what you sell?

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* 7. Which, if any, of the following apply to your business? ﻿

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* 8. How long have you been working at your business?

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* 9. What was the approximate gross revenue of your business in 2019?

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* 10. In the next year, do you expect the sales or revenues of your business to…?

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* 11. Which of the following best describes your role in the decision making when choosing these business tools for your company? For example, bookkeeping software, time tracking, payroll, 401k plans, etc.

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* 12. Which of the following business tasks, if any, are done at your company as part of running the business?

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* 14. Just to confirm, how do you currently handle the bookkeeping/accounting for your business? Select all that apply.

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* 15. Which programs or software does your business currently use, if any?

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* 16. How open are you to using a free or paid tool to accomplish that same task within the next year? Use a 1-5 scale, where “1” means not at all open to “5” meaning extremely open.

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* 17. How open are you to using a different paid or free tool to accomplish that same task within the next year? Use a 1-5 scale, where “1” means not at all open to “5” meaning extremely open.

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* 18. What is your age?

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* 19. What is your gender?

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* 20. What is a goal for your business in 2020?

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* 21. Thinking about your business and your financial management practices, please indicate how much you personally agree or disagree with each of the attitudinal statements listed below. Then, please answer each behavioral question as best you can. Please read each statement carefully.

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* 22. As per our client's requirement, please provide your LinkedIn address, your work email (email with company name) or other online presence that can verify your employment.

* 7. Which, if any, of the following apply to your business?