views about Business Processes within Accounting

Thanks!

Just before we start, I would like to reassure you that any information you provide us with will be treated as confidential, and will be combined with feedback from other voluntary participants. You will remain anonymous, should you desire, and we will always hold the information you give us securely, and delete it once no longer needed.

We conduct all studies in accordance with the UK Market Research Society Code of Conduct and, if you no longer wish to take part in the research, you can tell your interviewer at any time, and we will stop our conversation.
Can we proceed on the basis of the above?*
- Yes
- No
Thank-you for having taken the time to respond.

SQ 1) In which industry is your organisation based?*
- i. Accounting Services
- ii. Consulting Services
- iii. Other (please specify below):
Please select one of the above. SINGLE CODE
Thank-you – I will be getting back to you shortly, to advise whether or not we can continue with your remaining few screening questions

SQ 2a) Do you work for one of the following firms?*
- i. US 1-100 Accounting list (see attached table, if necessary)
- ii. UK 1-100 Accounting list (see attached table, if necessary)
- iii. Not in top 100 Accounting lists, but revenue (2020) is £28 million, or above
- iv. Not in top 100 Accounting lists, but revenue (2020) is £28 million, or below
Please select one of the above. SINGLE CODE
Thank-you – we’re unable to continue on this occasion, but will be pleased to invite you to future discussions, should this be of interest to you

SQ 4) Within your firm, are you responsible for or directly involved in the business process for any of the following areas?*
- i. Risk Management: Responsible for managing conflicts of interest, new business acceptance and continuance, mitigating risks for the firm, and ensuring compliance throughout the client lifecycle
- ii. Pricing/Time Tracking: Responsible for managing time tracking on client engagements, including pricing estimates and comparing actual hours to budget, managing profitability of engagements for the firm, to a lesser extent managing 3rd party vendors
- iii. Marketing/Business Development: Responsible for generating leads and managing/growing relationships with clients, writing proposals for new engagements, responding to RFPs from clients/prospects, including recommending the most appropriate staff for client engagements based on prior experience
- iv. None of these
Please select one of the above. MULTICODE
Please specify*
Say, 5 words
Thank-you – I will be getting back to you shortly, to advise whether or not we can continue with your remaining few screening questions.

SQ 5a) Which of the following best describes your role when it comes to purchasing software solutions to manage or automate business processes around Risk Management OR Pricing/Time Tracking OR Marketing/Business Development for your firm?*
- i. I am one of the final decision makers for my company
- ii. I influence or make recommendations
- iii. I am not involved in the decision to purchase
Please select one of the above. SINGLE CODE
SQ 5b) Which of the following best describes your involvement in corporate finance?*
- i. I frequently get involved in corporate finance
- ii. I get involved in corporate finance most of the time
- iii. I get involved in corporate finance some of the time
- iv. I occasionally get involved in corporate finance
- v. I rarely / never get involved in corporate finance
Please select one of the above. SINGLE CODE
Thank-you – I will be getting back to you shortly, to advise whether or not we can continue with your remaining few screening questions

SQ 6) How long have you been in your present role?*
- i. less than 12 months
- ii. 12 months or more
Please select one of the above. SINGLE CODE

SQ 7) Thank-you for the time you have taken to answer these initial questions - could you leave a few final details, including two or three suitable interview times, so that we can speak when it’s mutually convenient.
Name*
Job Title*
Phone (inc international dialling code)*
Email*
We will be audio recording the interview (so that we don’t have to take a lot of notes!) Can I confirm that this is OK?*
- Yes
- No
If we decide to use Teams, we would also be video recording. Would this be OK?*
- Yes
- No
Do I have your Informed consent for personal data to be collected and processed for this research project ?*
- Yes
- No
What are your preferred dates and times for a 60 minute interview?*

Earliest Date
Earliest Time*

: Hours

Minutes
Next Date (if available)
Next Time (if available)

: Hours

Minutes
Next Date (if available)
Next Time (if available)

: Hours

Minutes

Online screening questionnaire – views about Business Processes within Accounting