Whittaker CPAs:
Survey Questions

Directions for Survey


This survey is created so that you can provide us with anonymous feedback about the firm. None of your answers or feedback will be shared with the leaders/partners of the firm. Answer as honestly as you can. Please grade the positive statements below on a scale from 1 to 5, with 1 being ‘no way’ and 5 being ‘yes, definitely!’ The statements are designed so that all answers trending towards 1 indicates a negative view of that statement, and all answers that trend towards 5 indicates a positive view of that statement.


There are open-ended questions at the bottom of the form where you may give us additional information. You may email Jason and Julie if you have any other questions. [email protected] and [email protected]

We anticipate these questions will take about an hour to complete.

Name
12345
1. Our team structure enables efficient decision-making around technical questions without repeatedly escalating issues to the owners.
2. Team members have clear authority to make decisions within their defined roles without fear of being overruled or bottle-necked.
3. When team members suggest process improvements, these ideas are seriously considered and often implemented by leadership.
4. There are managers at the firm that are empowered to develop teams, make decisions, and ensure day-to-day client service.
5. Work is distributed based on skill level and capacity rather than on historical client relationships.
6. Our firm has a structured training path that prepares team members to handle increasingly complex client work.
12345
7. Our firm adopts new technology strategically based on team/client needs rather than owner preferences.
8. All team members receive adequate training before being expected to use new technology systems.
9. Technology implementation includes documented processes that everyone consistently follows.
10. Team members at all levels are communicated with before major technology changes are made.
11. Our technology systems are fully integrated into the firm rather than operating as separate tools.
12. When technology issues arise, there is a clear process for resolving them without relying on the owners to solve them.
12345
13. Our growth strategy matches the current skill development level of our team members.
14. The firm only takes on new clients that align with our team’s current capabilities and expertise.
15. Our capacity planning includes realistic timelines for developing team members’ skills to match future client needs.
16. The firm has clear, written processes for client work that are consistently followed by everyone, including owners.
17. The firm declines potential clients when they exceed our team’s current capabilities, even if they represent significant revenue.
18. Our hiring and training strategies directly support our growth targets and service expansion plans.
12345
19. Over time, client relationships are intentionally transitioned from owners to team members as part of our standard process.
20. The owners actively delegate client relationships and decision-making authority to appropriate team members.
21. The owners’ time is primarily focused on strategic growth rather than managing existing client relationships.
22. The owners consistently model the behaviors and processes they expect from the team.
23. The owners acknowledge skill gaps in the team and invest in targeted development before expanding into new service areas.
24. The firm can operate effectively during periods when the owners are unavailable or on vacation.
12345
25. We only promise clients deliverables that our team can currently execute without owner intervention.
26. Client expectations are set based on what the team can deliver, not what the owners promise.
27. Clients fully understand, and embrace, our value and purpose in serving them..
28. Clients are onboarded through a multi-step process in order to ensure they are good fits.
29. The firm has a structured approach to bridging the gap between current team capabilities and client expectations.
30. Our team training processes are directly aligned with the complexity level of our target client base.