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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 want—and 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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Stonefield Josephson CPAs is a California-based accounting, audit, tax & consulting firm. Our accountants, CPAs,
consultants and advisors serve public and privately held U.S. and international corporations throughout
Los Angeles (LA), Orange County, San Francisco, East Bay, Silicon Valley, San Jose and Hong Kong.