the three big how-to’s for client satisfaction surveys

what you need to know to get started today.

a record number of accounting firm professionals joined last week’s webinar on client service, satisfaction and retention, produced by the seven keys to successful cpa firm management.

co-presenter jean caragher of capstone marketing summed it up at one point, saying, “the bottom line: every cpa firm claims to deliver excellent client service.”

but, she added, “how does your firm support that claim?  do you have a formal client satisfaction and retention program?”

if not, today is the day to start.

here’s how: read more →