almost any system will do. but you need a system.
by jean caragher
capstone marketing
the seven keys to successful cpa firm management research indicates that the majority of cpa firms have no client-satisfaction program at all. while any system will do, you need a system in place whether it includes face-to-face interviews, written surveys, online surveys or focus groups.
burr & forman llp a law firm with offices in five southeastern states averages two client interviews per month with the aim of meeting with their top 50 clients once every two years.
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