Net Gains audience survey | The Net Gains

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Net Gains audience survey

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1.Where are you located? (State)

2.What is your job title?

Owner/President

Partner

CFO

Controller

FP&A Manager/Analyst

Tax Consultant/Preparer

Senior/Staff Accountant

Bookkeeper

Office Manager/Administrator

Other

3.Which professional credentials do you hold? (Select all that apply)

CPA

CGMA

EA

CFP

CFA

CMA

QuickBooks, Xero and/or BILL certification

Six Sigma/PMP

Currently working towards a credential

None

Other

4.How long have you worked in accounting/finance?

Less than 1 year

1–3 years

4–9 years

10–14 years

15–19 years

20+ years

5.How many people work at your firm or company?

1–10 employees

11–50 employees

51–200 employees

201–1,000 employees

More than 1,000 employees

6.What is your firm or company’s annual revenue?

Pre-revenue/startup phase

Less than $500,000

$500,000–$999,999

$1 million–$2.49 million

$2.5 million–$4.99 million

$5 million–$9.99 million

$10 million–$24.99 million

$25 million or more

I don’t know

7.What type of organization do you work for?

Sole practice/independent firm

Small or regional accounting firm

National or Big Four firm

In-house finance team at a company

Government or nonprofit

Other

8.What do you spend most of your time working on?

Small business accounting & bookkeeping

Individual tax preparation & planning

Business tax preparation

Financial planning & wealth management

Insurance/real estate

Corporate finance (FP&A, internal audit, etc.)

Compliance & regulatory accounting

Advisory & consulting

Other

9.Which accounting software and tools do you use?

QuickBooks

Xero

BILL

Sage

NetSuite

Gusto or other payroll software

Excel/Google Sheets

AI tools (e.g. ChatGPT, Claude, Copilot)

Other

10.How much does your firm budget annually for new technology to support operations?

Less than $10,000

$10,000–$50,000

$50,001–$100,000

$100,001–$500,000

More than $500,000

I don’t know

11.What’s the biggest challenge you’re facing right now?

Acquiring new clients

Retaining & managing clients

Keeping up with tax law & regulatory changes

Managing workload & burnout

Hiring & retaining staff

Training staff

Technology adoption & automation (including AI)

Scaling or growing the firm

Pricing & fee pressure

Seasonal workload peaks

Other

12.What takes up most of your time in a typical week?

Tax filings & compliance

Bookkeeping & reconciliations

Advisory & consulting work

Client communication & relationship management

Internal reporting & financial analysis

Business development & marketing

Managing staff & HR

Researching new regulations or technology

Other

13.Where do you see yourself in five years?

Growing my firm

Becoming a partner at a firm

Moving into a CFO or leadership role

Becoming a CPA or full-time accountant

Developing a niche specialism

Moving into financial operations or project management

Selling my firm or planning succession

Retiring or reducing my workload

Leaving accounting/finance

I’m not sure

14.What topics are you most interested in reading about?

Tax & regulatory updates (simplified)

Technology, automation & AI

How-tos on new tools

Client acquisition & business development

Practice management & firm growth

Staffing, hiring & training

Career development & certifications

Case studies from successful accountants

Industry news & trends

Work-life balance & burnout

15.How many times a week would you like to receive Net Gains?

Once a week

Twice a week

Three times a week

16.Where do you get your accounting and finance news?

Accounting Today

AccountingWEB

Journal of Accountancy

CPA Practice Advisor

Going Concern

CFO Dive

CFO Secrets

Mostly Metrics

Future Firm

LinkedIn or online accounting communities

Podcasts

Other

17.Are you interested in webinars about accounting and finance?

Yes

No

I'm not sure

18.Which industry events do you attend?

AICPA & CIMA ENGAGE

Scaling New Heights

Xerocon

Digital CPA

State CPA society events

Accountex USA

I don’t attend industry events

Other

19.Are you interested in in-person events hosted by Net Gains?

Yes

No

I’m not sure

20.Which of the following would you be interested in from Net Gains?

Online courses (tax law, automation, business development)

Industry certifications

Private mastermind group for firm owners & partners

FP&A/CFO-track learning community

Online community forum

Mentoring (giving or receiving)

Job board

Coaching & career development

None of these

21.Are you interested in being on a Net Gains advisory board?

Yes

No

I'm not sure

22.Are you open to being contacted for more insights?

Yes

No

I’m not sure

23.If you said yes, what’s the best email to reach you on?

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