Client Satisfaction Questionnaire

As a part of our firm's ongoing commitment to excellence in client service, we have developed the following survey to assess our current level of effectiveness. As a valued client, we would greatly appreciate your involvement.

Please complete the short survey below. It should take no longer than a few minutes to complete.

We will personally respond to all needs or issues that you identify in the survey. However, you may complete it in anonymity if you prefer. Thank you for your assistance.

Name: (optional)
Email:
Title:
Company:
 
1. Whom do you work with most frequently at our office?
2. Please rate the quality of our service in the following areas.

  Excellent Average Fair Poor
Receptionist's handling of your calls.
Prompt return of phone calls.
Personal attention to your needs.
Timeliness in providing services.
Attention to detail.
Expertise and knowledge.
Follow-up.
3. What is the most important function that we serve for your company:
4. Do we keep you informed regarding the progress of your cases?
Yes     No
5. Do you feel our fees are reasonable?
Yes     No
6. Do we keep you well informed on accounting and tax matters impacting your business?
Yes     No
7. Are you aware that we provide services in the following areas?
Business Advisory Services
Business Assurance Services
Tax Consulting Services
Estate Planning & Financial Services
Human Resources Consulting
Information Technology Services
Medical Consulting Services
Business Valuations
Pension Plan Administration & Design
8. Are you satisfied with the overall service you are receiving from our firm?
Yes     No
If no, why not?
9. Have you ever had any problems with any area of service provided?
Yes     No
If yes, was it effectively resolved?
10. Overall opinion of client relationship team? (partner, manager, staff, accountant)
11. Overall opinion of our firm

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