We understand that all offices are not on the same accounting software, and that gathering information may be time consuming. If you need help accessing your information, please reach out to me directly and I will help provide instructions.

For those who use QuickBooks, we recommend using the Profit and Loss report to pull the needed numbers. If you are unfamiliar with how to access that report, please see their YouTube tutorial at www.youtube.com/watch?v=nSGeKUO4HHE. For those who work with an accountant, you can pass on the survey to them. I am happy to work with accountants on any questions they have.

For the following 10 questions, please provide your information for each of the specific areas of income and expenses for each of the years noted. If more detail is required, please use the extra area at the end of the survey. All answers should show annual raw numbers, no percentages please.

EXAMPLE:
List rent expenses:
2017: $52,000
2016: $51,600
2015: $51,600
2014: $39,000
2013: $39,000
2012: $38,400
2011: $38,400
2010: $38,400

---

Question Title

* 1. List rent expenses:

Question Title

* 2. List utilities expenses (internet, phone, power, gas, garbage, water, sewer, etc):

Question Title

* 3. List total of gross employee wages:

Question Title

* 4. List total payroll taxes (federal, Medicare, social security):

Question Title

* 5. List total employment taxes (L&I and Employment Security):

Question Title

* 6. List health benefit expenses, if offered:

Question Title

* 7. List total office supplies expenses (postage, paper, electronics, etc):

Question Title

* 8. List total cost of insurance and/or bond expenses (fire, vehicle, building, etc):

Question Title

* 9. List total cost of business expenses (business license, annual filing taxes, legal, accounting, advertising, bank fees):

Question Title

* 10. How many employees did you have in (indicate full time versus part time):

Question Title

* 11. Which years (during the past 8) have you offered things like paid vacation, dental, or health care for your staff? If you used to offer any benefits, but no longer do, what is the reason?

Question Title

* 12. How many workstations do you have in your office? How has this differed since 2010?

Question Title

* 13. On average, how many hours a week are you personally working the counter? How many hours were you working the counter in 2010?

Question Title

* 14. Have you ever had to put your own personal money into your business account? If so, please explain how much and how often over the last 8 years.

Question Title

* 15. Have you, in the past 8 years, had to let an employee go due to finances?

Question Title

* 16. How many years have you owned your subagency?

Question Title

* 17. How many hours/weeks/months would you say you spend training a new hire?

Question Title

* 18. How often in the last 8 years have you felt comfortable with your income to expense ratio?

Question Title

* 19. What would a fee increase mean to you and your office (please explain in detail or give specific examples)?

Question Title

* 20. We are looking for subagents who are interested in providing their perspective as a DOL subagent. This can either be anonymous or not, that decision is up to you. If you would like to provide a testimonial to lawmakers about your experience and why you feel a fee increase is important, please answer here. If you are okay with us using your name on this part only, please write your name as past of this statement. All above information will still remain anonymous, regardless of the testimonial.

Page1 / 1
 
100% of survey complete.

T