Client Satisfaction Survey

Client Satisfaction Survey

We aim to ensure our clients can provide us feedback so we can continue to grow in our ability to serve you in a valuable way. Please take a few moments to fill out this survey. Estimated time to complete: 5-15 minutes.

General Satisfaction

Rows	Not Satisfied	Somewhat Satisfied	Satisfied	Very Satisfied
How satisfied are you with the service(s) you have received?
How satisfied are you with the responsiveness of our team?
How satisfied are you with the value of services provided?

What do you enjoy about our firm more than your prior accounting relationship?
What do you dislike in comparison with your prior accounting relationships?
Have we added value for you?

YesNo
If yes to the above, how was value added?
What other services could we provide to help you reach your goals?

Succession PlanningRetirement PlanningBusiness Operations and DocumentationCash Flow PlanningCompany Fringe BenefitsCorporation - LLC Income StrategiesEducation Savings and Income ShiftingEntity Structure PlanningEquity Planning - Post Tax Net WorthEstate PlanningIndependent Contractor - Employee AnalysisRental Property Operations
How do you prefer to communicate with us?

PhoneEmailMailOther
If the opportunity presented itself, would you recommend our firm to others?

YesMost likelyOnly if I know the person really wellOnly if askedNo
Can you recommend any changes that we should make in the way we do business?
Thank you for your time in completing this form! Please click "Submit Answers" to transmit your response to our office. Need more Time? Click "Save for Later" only if you need to save your data and return later. If you do click Save for Later, you will receive an email with a link so you can return to it for completion.
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