HdL TFA Survey

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TFA Goals

Please identify which of these TFA goals will be hardest to achieve.*

Increase revenues by 15%, to $20.5m for 2023.

Increase # of clients from 270 in 2022 to 290 (+20) in 2023.

Increase # of non-CA clients from 33 to 40 (+7) in 2023.

Add 25 clients outside of California by Q4 2024.

Expand UUT admin services to 15+ clients and $500k ARR by Q4 2024.

We will expand our technology/services to support multi-jurisdictional tax administration for states by Q4 2024.

Achieve sustainable profit margin of 30% by 2025.

Complete all service + software migrations to Prime Cloud by Q4 2025.

Why do you think the TFA goal you chose in the previous question will be hard? If you have any ideas about how to overcome the difficulties you expect on that goal, please share.*

Take a second look at the TFA goals. Please identify the one that you think will be the NEXT hardest to achieve.*

Increase revenues by 15%, to $20.5m for 2023.

Increase # of clients from 270 in 2022 to 290 (+20) in 2023.

Increase # of non-CA clients from 33 to 40 (+7) in 2023.

Add 25 clients outside of California by Q4 2024.

Expand UUT admin services to 15+ clients and $500k ARR by Q4 2024.

We will expand our technology/services to support multi-jurisdictional tax administration for states by Q4 2024.

Achieve sustainable profit margin of 30% by 2025.

Complete all service + software migrations to Prime Cloud by Q4 2025.

Why do you think the TFA goal you chose in the previous question will be hard? If you have any ideas about how to overcome the difficulties you expect on that goal, please share.*

TFA Strategies

Please identify which of these TFA strategies you think we need to work much harder at.*

We will become known as a national service provider by securing clients outside of CA.

We will focus on TFA service solutions.

We will win by employing our technology + service strategy to good effect.

We will improve efficiency and quality through technology and automation.

We will embrace and solve for the complexities resulting from hybrid service models.

We will embrace the principles of Extreme Ownership.

We will not suffer the 5 dysfunctions of a team, as described by Patrick Lencioni.

Why haven’t we been executing the strategy you identified in the previous question well, and what should we do about it?*

Take a second look at the TFA strategies. Please identify which strategy we need to work SECOND hardest at.*