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Result of Survey of CA Firm Practice
Result of Survey of CA Firm Practice
We received more than 550 responses to this survey test and following is the summary of responses for all professionals. Please study overall result and compare where do you stand as compared to others.
Q1 - Before starting any work, do you send email of requirements to clients ?
Q2 - Do you call / sms / email and wish your clients on important occasions like work anniversary or festivals?
Q3 - How many clients you lose every year?
Q4 - Do you have signed agreement with your new client or on renewal?
Q5 - Do you have a regular system to update your clients for important notifications or news?
To manage Team, Clients, Works - Its Free
*(Avoid Excel at any cost, very ineffective and inefficient tool to manage Practice)
Q6 - Do you have a central Cloud place where all the Clients / Work related documents are saved?
Q7 - Do your employees update their Work Status daily?
Q8 - Does your each employee has a separate cupboard of his own?
Q9 - Does your each employee has a separate cupboard of his own?
Q10 - Do you maintain your calendar and follow it?
Q11 - Do you take regular training sessions with your employees?
Q12 - Do you have a definite system to spread information in your organisation? for policy changes or new rules or knowledge updates.?
Q13 - How many days in a month you read?
Q14 - Do you have subscriptions to paid / free journals or blogs?
Q15 - Do you buy a lot of books on your subject matter?
Q16 - Do you have a social media account?
Q17 - Do you take lectures in seminars, colleges, etc?
Q18 - Have you written a book?
Q19 - Do you have your own blog website or write blogposts on popular third party blogs like PracticeGuru or TaxGuru?
Q20 - Are you on coordinating Team in any CA related or study circle chapter?
Q21 - Do you use Practice Management Software?
Q22 - Do you capture every sales lead as it comes?
Q23 - Do you allow to pile up outstandings of clients?
Q24 - Do you have Analysis system for costs per work, costs per employee, costs per client, profitability?
Q25 - Do you prepare detailed costing of each assignment?
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