Accounting Client Satisfaction Survey
Deadlines, accuracy, advice value, and fees – the annual accounting report card.
4 questions · 1 page · about 2 minutes to answer · fully editable after you start
Accounting clients tolerate a lot until deadline season exposes everything at once. This survey – best sent a month after filing season ends – measures the service fundamentals: deadlines met without heroics, accuracy, how understandable the advice was, and whether the fee felt matched to the value.
The beyond-compliance question is your growth lever: clients who see you only as a filing service churn on price; clients who name advice they acted on stay and refer.
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Page 1
This year's service
This survey asks how our accounting service is working for you. Your answers help us improve our work and how we communicate. It takes about 2 minutes.
Q1.How would you rate each part of our work?*
| Poor | Fair | Good | Excellent | Not applicable | |
|---|---|---|---|---|---|
| Meeting deadlines calmly | |||||
| Accuracy of the work | |||||
| Clarity of advice and explanations | |||||
| Responsiveness during busy season | |||||
| Value for the fees |
Q2.Name one piece of advice from us you acted on this year - if any.
Q3.What additional support would you value? Tick all that apply.
- Tax planning
- Cash-flow forecasting
- Payroll
- Business advisory
- Nothing further
- Other…
Q4.How likely are you to recommend our firm?
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