Finance & Professional Services Survey Templates

Accounting Client Satisfaction Survey

Deadlines, accuracy, advice value, and fees – the annual accounting report card.

4 questions

Audit Readiness Self-Assessment

Before the auditors do: records, reconciliations, controls, and known skeletons.

4 questions

Banking Service Feedback Survey

App, branch, fees, and problem resolution – retail banking's trust ledger.

4 questions

Bookkeeping Monthly Check-in

The month closed together: queries cleared, oddities flagged, and what's coming.

5 questions

Budgeting & Money Habits Survey

For financial-wellness programmes: habits, stress, confidence, and learning wants.

4 questions

Business Loan Pre-Qualification

Before the full application: purpose, amount, trading history, and serviceability basics.

6 questions

Consulting Project Review Survey

End-of-engagement review: outcomes, team quality, and would-they-rehire.

4 questions

Due Diligence Readiness Check

Before the data room: corporate records, contracts, IP, and the disclosure list.

4 questions

Fee Transparency Perception Survey

Do clients understand what they pay you – all of it – and does it feel fair?

4 questions

Financial Advisor Client Survey

Trust, clarity, and proactivity – how clients actually grade their advisor.

4 questions

Financial Education Session Feedback

Money taught judged: clarity without condescension, relevance, and actions committed.

4 questions

Fintech App User Survey

Trust, clarity, and feature use for money apps – where confidence is the product.

4 questions

Invoice & Payment Experience Survey

Ask B2B customers how invoicing, terms, and payment actually work for them.

4 questions

Invoice Dispute Intake

Disputes captured cleanly: the invoice, the disagreement, evidence, and sought outcome.

5 questions

KYC Refresh Form

Periodic know-your-client updates: changes declared, documents current, signed.

6 questions

Marketing Agency Client Review

Strategy, creative, reporting, and ROI honesty – the agency retainer review.

4 questions

Payroll Service Satisfaction Survey

Accuracy, timeliness, and support – the service where errors are personal.

4 questions

Professional Services Intake Form

New-client onboarding: situation, goals, documents, and engagement consent.

7 questions

Recruitment Agency Client Survey

Candidate quality, speed, and brief understanding – the hiring partner scorecard.

4 questions

Retirement Readiness Survey

The honest pension check: provision, gaps, timeline, and the picture in mind.

5 questions

Risk Tolerance Questionnaire

The suitability foundation: capacity, attitude, horizon, and the sleep test.

5 questions

Small Business Financial Health Check

A self-assessment for owners: cash flow, margins, reserves, and blind spots.

5 questions

Tax Season Client Feedback

The filing-season debrief: document requests, deadlines, surprises, and stress.

4 questions