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?
Yes
No
If yes to the above, how was value added?
What other services could we provide to help you reach your goals?
Succession Planning
Retirement Planning
Business Operations and Documentation
Cash Flow Planning
Company Fringe Benefits
Corporation - LLC Income Strategies
Education Savings and Income Shifting
Entity Structure Planning
Equity Planning - Post Tax Net Worth
Estate Planning
Independent Contractor - Employee Analysis
Rental Property Operations
How do you prefer to communicate with us?
Phone
Email
Mail
Other
If the opportunity presented itself, would you recommend our firm to others?
Yes
Most likely
Only if I know the person really well
Only if asked
No
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.
Submit Answers
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