Client Surveys Should be Conducted After Each Significant Engagement

Source: Partner’s Report—The Monthly Update for CPA Firm Owners 

Here are some sample questions from consultant Bill Reeb: 

• Did the engagement results conform with your expectations?
• Was the engagement finished on time?
• Did our staff respect your time?
• Did they treat you professionally
• Were our personnel knowledgeable and well prepared?
• Would you recommend our firm to others?
• Did the partner in charge of the engagement communicate effectively? Did the staff communicate effectively?
• How would you rate your degree of satisfaction with this engagement? 

From Partner’s Report—the Monthly Update for CPA Firm Owners, November 2005, p. 4. For subscription information contact Institute of Management & Administration, Inc., 3 Park Avenue, 30th Floor, New York, NY 10016-5902. One-year subscription $329. 212-244-0360, [email protected]