Another way Stonefield Josephson benchmarks
and improves our service to our clients...
2009 "CPA Firm Client Satisfaction Report"
In the current economic climate, to keep existing clients as well
as to acquire new business, CPA firms, more than ever, value information
about what their clients wantand what makes them happy.
We use the IOMA (Institute of Management
& Administration) "CPA Firm Client Satisfaction Report"
to help us benchmark whether our firm's clients are happy with
the services we provide, let us know how we can improve, and what
other firms are doing to retain and increase their business. It
delves into top issues facing CPA firms of all sizes, such as:
- challenges our clients are facing right now
- longevity of the business relationships
- reasons clients change CPA firms
- rating the quality of our client relationships
- what additional services our clients might welcome
- frequency of communication with clients
- assessment of fees and referrals
Click below to access the report's table of contents, introduction
and executive summary:
2009 CPA Client Satisfaction
Report.pdf
And the entire report can be purchased from IOMA on its site:
http://www.ioma.com/issues/SPCRPT/1621029-1.html
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