GREETINGS and thank you for being part of this important study!

Please complete this brief questionnaire and then upload your P&L data (following this submission) as soon as possible.

Try to complete the survey in one sitting.

Use your best efforts to give accurate responses. If the information is not readily available, please make a reasonably accurate, educated estimate.

If you are not able to estimate, please skip the question.
Be sure to offer comments when necessary.

For multiple locations, base answers on all locations combined unless otherwise instructed.

Insights from the Study will be based in part on aggregated, private, and anonymous data from your business and others participating in this study. Data is presented so that 3rd parties, including the general public, are not able to tie any confidential information back to participating businesses.

YOUR INDIVIDUAL RESPONSES ARE CONFIDENTIAL.

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1. PRIMARY CONTACT INFORMATION (Required.)

BUSINESS DETAILS

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2. DBA (Doing Business As) (Required.)

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3. Legal name (Required.)

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4. Comments (if more than one legal business entity list in comments)

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6. PRIMARY BUSINESS ADDRESS: (Required.)

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7. REAL ESTATE: (Required.)

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8. SQUARE FOOTAGE: If more than one location, list square footage for each.
Example:
Location 1: Tomville 1200 sq ft
Location 2: Jared Street. 975 sq ft
(Required.)

TECHNOLOGY TOOLS

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9. ACCOUNTING SOFTWARE: (Required.)

PERSONNEL

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11. CURRENT TEAM HEAD COUNT: (Required.)

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12. NAME OF INTERNAL ACCOUNTANT / BOOKKEEPER (employed by company): (Required.)

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13. NAME OF OUTSIDE CPA / BOOKKEEPER: (Required.)

PRODUCTS

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14. RETAIL PRODUCT LINE(S): (Required.)

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15. PROFESSIONAL PRODUCT LINE(S): (Required.)

PAYROLL

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16. PRIMARY PAY STRUCTURE (for service providers after training or guarantee period): (Required.)

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17. NAMES OF OWNERS (WITH PERCENT OF OWNERSHIP) (Required.)

INVENTORY

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19. How frequent are inventory adjustments being made on the books? (Required.)

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20. Do you use your Point of Sale software to track inventory for: (Required.)

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