Abbott, Stringham & Lynch Service Review

This review is designed to help us better understand your business's current needs, our strengths and weaknesses, what services you need today and what services you might need tomorrow. Our goal is to provide the best possible service to you. We appreciate your honest feedback.

SKILL ASSESSMENT REVIEW
KEY EP
Exceptional Performance		 EE
Exceeds Expectations		 ME
Meets Expectations		 SBE
Sometimes Below Expectations		 CBE
Consistently Below Expectations
Key Competencies EP EE ME SBE CBE
Knowledge of my Industry
(Understands how my industry operates, as well as the accounting/tax/financial issues of my industry, sufficient professional experience)
Up-to-Date on Regulations and Laws
(Is knowledgeable of laws, regulations, accounting standards, tax rulings, etc.)
Up-to-Date on Technology
(Understands the implications of technology on my business, can consult with me on my software purchase decisions, stays up-to-date on technological changes)
Critical Thinking
(Thinks strategically, analyzes issues, uses sound judgment, grasps complexity, balances short-term and long-term priorities)
Communication
(Speaks effectively, fosters open communication, listens to others, prepares effective written communications, communicate my financial results so that I understand them)
Quality and Accuracy of Work
(Thoroughness, accuracy, overall quality, sets priorities, establishes plans, develops effective systems & processes, ensures execution, works efficiently)
Integrity
(Acts with integrity, demonstrates professional maturity, trust)
Client Service
(Available and accessible when I need to reach him/her, proactive in servicing my account)

KEY STRENGTH: What your accountant is doing right:





AREA FOR IMPROVEMENT: How your accountant can better help you.





YOUR TOP NEED: The top challenge you face today, (growing my business, managing employees, generating revenue, time commitments, managing finances, help in understanding bookkeeping, etc.)





HOW YOUR ACCOUNTANT CAN HELP:
Check the boxes corresponding to areas where you have a current or developing need.

Business management advice Payroll assistance Retirement solutions
Revenue/ Sales generation guidance Sales tax assistance Financial planning and investment advice
Ideas for better retaining clients Quickbooks support Tax guidance/preparation
Tracking of industry trends Minimizing property tax liability Trust and estate planning
Business growth ideas Clearer understanding of financial/accounting rules Business insurance
Management of company finances Simplifying the bookkeeping process for business Life insurance
Obtaining financing for business growth Keeping technology up-to-date Other:

Is there an employee that you would like to recognize for their services provided to you this year?

If, Yes, name:

Reason:


Thank you for taking time to complete this survey! Print it and fax to 408-377-0821.

Name:

Email:




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