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2023 Accounting Marketing Planning Survey

1. What is your current position? 
 
2. How many CPAs/Accountants/CFPs/Bookkeepers work in your firm? 
 
3. Which of the following best describes your firm's annual revenue? 
 
4. How long has your firm been in business?  
 
5. How many additional years do you plan to operate your firm?  
 
6. Which of the following best describes your age?  
 
8. How involved are you in the marketing decisions made by your firm? 
 
9. How much is your monthly marketing budget (including your website, agency, and tactics)?  
 
10. How do you think your overall marketing budget will change in 2023? 
 
11. How often do you frequent these online places?
Space Cell DailyWeelySometimesSeldomNever
Accountingtoday.com
Journalofaccountancy.com
NATP
AICPA
MyCPE
Facebook
Facebook Groups
Instagram
LinkedIn
Twitter
TikTok
13. How do you learn how to promote your firm?
14. Which of the following marketing techniques do you consider important to have in your marketing plan? (Scale 1-7; 7 being most important and 1 being least important)
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Radio advertising
TV advertising
Mailers/Postcards
Sponsorships (Local events, sports, schools, etc)
Word-of-Mouth
Website
Online Reviews & Reputation
Local Magazines/Newspapers
Search Engine Optimization
Social Media Posting
Social Media Advertising
Email Marketing
Pay-Per-Click Advertising
Text Messaging
15. Which of the following marketing techniques are you planning to use in 2023? 
Space Cell No PlansPlanning samePlanning lessPlanning more
Radio advertising
TV advertising
Mailers/Postcards
Sponsorships (Local events, sports, schools, etc)
Word-of-Mouth
Website
Online Reviews & Reputation
Local Magazines/Newspapers
Search Engine Optimization
Social Media Posting
Social Media Advertising
Email Marketing
Pay-Per-Click Advertising
Text Messaging
16. How often do you post on your firm's social media channels?
DailyWeeklyMonthlySeldomNever
17. Would you like to post more frequently on social media?
What is the main reason you are not able to post more frequently on social media?
18. Are you currently using video in your marketing efforts?
How are you using video in your marketing efforts?
19. When was the last time you updated your website?
 
20. Which of the following features do you consider important to have for your website? (Scale 1-7; 7 being most important and 1 being least important) 

 
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Easy to Update Design
Online Appointment Scheduling
Client Reviews
Online Client Forms
Teleconferencing Options
Online Bill Pay
Live Chat
Client Surveys
Virtual Office Tour
Specialty Information
Client Education Videos
Reporting
21. Which of the following features are you planning to use for your website in 2022?

 
Space Cell Not Planning to UseCurrently UsingPlanning to Add
Easy to Update Design
Online Appointment Scheduling
Client Reviews
Online Client Forms
Teleconferencing Options
Online Bill Pay
Live Chat
Client Surveys
Virtual Office Tour
Specialty Information
Client Education Videos
Reporting
22. Do you use an online marketing provider? 

 
What is the most important part of working with your online marketing provider? (Scale 1-7; 7 being most important and 1 being least important) 

 
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Price
Product Features
Product Updates
Marketing Services
Industry Expertise
Reporting
Return on Investment
How long have you been using an online marketing provider? 
 
23. To be eligible for 1 of 5 $100 Amazon Gift Cards, please fill out your name and email address.

*Terms and Conditions for Participation:
Eligibility
Gift cards are selected through a randomization process and limited to 5 valid respondents. The survey must be completed in its entirety. Each respondent represents and warrants that their responses are true, accurate, and not misleading.

Gift Card
The gift card will be an Amazon Gift Card in the amount of $100. The gift card may not be exchanged for cash value or substituted. Gift cards will be delivered to recipients via the email addresses provided by the respondent. Gift cards will be issued within 3-4 weeks following the close of the survey.

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