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Expert Survey

We Want to Highlight Your Expertise

We are passionate about helping our clients The Bigger Picture and achieve their financial goals.

For research for our book, Understanding the Bigger Picture, we’re surveying successful marketing and event industry leaders to understand their perspectives on financial business matters.

All entries will be highlighted on our blog and social media channels.

Selected entries will be highlighted in our book with your written consent.

Please take a few quick moments to share your expertise and be highlighted as an expert.

There are only five questions and the survey should take you less than five minutes.

Thank you in advance for your support!

Your contact information and survey information will not be shared or published.  View Privacy Policy »

View the survey questions below this form.

Step 1 of 3


The Survey Questions:

  1. Rank the importance of having Financial Clarity in your industry.
  2. Rank the importance of having effective Accounting Systems is in your industry.
  3. Rank the importance of having effective Tax Planning is in your industry.
  4. Rank the importance of having Exit Planning is in your industry.
  5. Business Size
  6. Entity Type
CP&A Book