{"id":4234,"date":"2008-08-02t16:57:14","date_gmt":"2008-08-02t20:57:14","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=4234"},"modified":"2024-10-01t09:18:40","modified_gmt":"2024-10-01t13:18:40","slug":"survey-results-are-cpas-just-guessing-about-client-satisfaction","status":"publish","type":"post","link":"\/\/www.g005e.com\/2008\/08\/02\/survey-results-are-cpas-just-guessing-about-client-satisfaction\/","title":{"rendered":"survey results: are cpas just guessing about client satisfaction?"},"content":{"rendered":"<p><a href=\"http:\/\/sevenkeyscpa.com\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-full wp-image-7287\" title=\"seven keys logo 2in wide\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2010\/06\/seven-keys-logo-2in-wide.jpg\" alt=\"\" width=\"144\" height=\"64\" \/><\/a><strong>many cpa firms are surprisingly casual about how they acquire new clients or about how to keep them happy.<\/strong><\/p>\n<p>as part of our &#8220;<a href=\"http:\/\/sevenkeyscpa.com\">seven keys to successful cpa firm management<\/a>&#8221; program, we&#8217;ve been surveying accountants and clients to learn the clues for effective marketing, business development and client satisfaction and retention.<\/p>\n<p><strong>do you know what it takes to lose a client? we know, because we asked clients.<br \/>\nhere&#8217;s what they said:<\/strong><br \/>\n<script src=\"http:\/\/www.zoomerang.com\/shared\/report\/l23kcccml2az\/questionresultswidget\/check_17?width=590&amp;bc=226db1&amp;bgc=cfe8fc&amp;fc=000000&amp;fs=12&amp;rc=false&amp;rp=true&amp;trc=false&amp;shn=true&amp;tb=false&amp;pr=false\" type=\"text\/javascript\"><\/script> <noscript>&amp;amp;amp;amp;amp;lt;a href=&#8221;http:\/\/www.zoomerang.com\/&#8221; mce_href=&#8221;http:\/\/www.zoomerang.com\/&#8221;&amp;amp;amp;amp;amp;gt;online surveys &#8211; zoomerang.com&amp;amp;amp;amp;amp;lt;\/a&amp;amp;amp;amp;amp;gt;<\/noscript> .  .  <strong><br \/>\n .<br \/>\n .<br \/>\n it looks like most cpa firms, are indeed, guessing about client satisfaction.  few have systematic programs for measuring results.<\/strong><br \/>\n .<br \/>\n .<br \/>\n <script src=\"http:\/\/www.zoomerang.com\/shared\/report\/l23kcccml2az\/questionresultswidget\/check_33?width=590&amp;bc=226db1&amp;bgc=cfe8fc&amp;fc=000000&amp;fs=12&amp;rc=false&amp;rp=true&amp;trc=false&amp;shn=true&amp;tb=false&amp;pr=false\" type=\"text\/javascript\"><\/script><br \/>\n<noscript>&amp;amp;amp;amp;amp;lt;a href=&#8221;http:\/\/www.zoomerang.com\/&#8221; mce_href=&#8221;http:\/\/www.zoomerang.com\/&#8221;&amp;amp;amp;amp;amp;gt;online surveys &#8211; zoomerang.com&amp;amp;amp;amp;amp;lt;\/a&amp;amp;amp;amp;amp;gt;<\/noscript>.<br \/>\n.<br \/>\n.<br \/>\n<strong>barely half of all firms have a formal client acceptance process.<\/strong><br \/>\n.<br \/>\n.<br \/>\n<script src=\"http:\/\/www.zoomerang.com\/shared\/report\/l23kcccml2az\/questionresultswidget\/yesno_39?width=590&amp;bc=226db1&amp;bgc=cfe8fc&amp;fc=000000&amp;fs=12&amp;rc=false&amp;rp=true&amp;trc=false&amp;shn=true&amp;tb=false&amp;pr=false\" type=\"text\/javascript\"><\/script> <noscript>&amp;amp;amp;amp;amp;lt;a href=&#8221;http:\/\/www.zoomerang.com\/&#8221; mce_href=&#8221;http:\/\/www.zoomerang.com\/&#8221;&amp;amp;amp;amp;amp;gt;online surveys &#8211; zoomerang.com&amp;amp;amp;amp;amp;lt;\/a&amp;amp;amp;amp;amp;gt;<\/noscript><br \/>\n .<br \/>\n .<br \/>\n <strong>despite the recession, almost two-thirds of firms are trimming their client lists.<\/strong><br \/>\n .<br \/>\n .<br \/>\n <script src=\"http:\/\/www.zoomerang.com\/shared\/report\/l23kcccml2az\/questionresultswidget\/yesno_40?width=590&amp;bc=226db1&amp;bgc=cfe8fc&amp;fc=000000&amp;fs=12&amp;rc=false&amp;rp=true&amp;trc=false&amp;shn=true&amp;tb=false&amp;pr=false\" type=\"text\/javascript\"><\/script><br \/>\n<noscript>&amp;amp;amp;amp;amp;lt;a href=&#8221;http:\/\/www.zoomerang.com\/&#8221; mce_href=&#8221;http:\/\/www.zoomerang.com\/&#8221;&amp;amp;amp;amp;amp;gt;online surveys &#8211; zoomerang.com&amp;amp;amp;amp;amp;lt;\/a&amp;amp;amp;amp;amp;gt;<\/noscript><br \/>\n.<br \/>\n.<br \/>\n<strong>does any firm really know why they lose a client? some do.<br \/>\nmany just never ask.<\/strong><br \/>\n.<br \/>\n.<br \/>\n<script src=\"http:\/\/www.zoomerang.com\/shared\/report\/l23kcccml2az\/questionresultswidget\/check_8?width=590&amp;bc=226db1&amp;bgc=cfe8fc&amp;fc=000000&amp;fs=12&amp;rc=false&amp;rp=true&amp;trc=false&amp;shn=true&amp;tb=false&amp;pr=false\" type=\"text\/javascript\"><\/script><br \/>\n<noscript>&amp;amp;amp;amp;amp;lt;a href=&#8221;http:\/\/www.zoomerang.com\/&#8221; mce_href=&#8221;http:\/\/www.zoomerang.com\/&#8221;&amp;amp;amp;amp;amp;gt;online surveys &#8211; zoomerang.com&amp;amp;amp;amp;amp;lt;\/a&amp;amp;amp;amp;amp;gt;<\/noscript>.<br \/>\n.<br \/>\n.<br \/>\n<strong>participants in the survey get these topline results for free, as our &#8220;thank you&#8221; for joining the research panel. to get future updates on this research project, <a href=\"http:\/\/www.zoomerang.com\/survey\/?p=web228bq3cvgbz\">please join the survey &#8212; get the results.<\/a><\/strong><br \/>\n.<br \/>\n.<br \/>\n.<br \/>\n.<br \/>\n.<\/p>\n<div class='shareinpost'><ul class=\"socialwrap row\"><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2008%2f08%2f02%2fsurvey-results-are-cpas-just-guessing-about-client-satisfaction%2f&amp;t=survey+results%3a+are+cpas+just+guessing+about+client+satisfaction%3f'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2008%2f08%2f02%2fsurvey-results-are-cpas-just-guessing-about-client-satisfaction%2f&amp;title=survey+results%3a+are+cpas+just+guessing+about+client+satisfaction%3f&amp;summary=many+cpa+firms+are+surprisingly+casual+about+how+they+acquire+new+clients+or+about+how+to+keep+them+happy.%0d%0a%0d%0aas+part+of+our+%22seven+keys+to+successful+cpa+firm+management%22+program%2c+we%27ve+been+surveying+accountants+and+clients+to+learn+the+clues+for+effective+marketing%2c+business+development+and+client+satisfaction+and+r'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='linkedin'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-850px 0px'   \/> <span class=\"head\">share on linkedin<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2f2008%2f08%2f02%2fsurvey-results-are-cpas-just-guessing-about-client-satisfaction%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='twitter'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li><li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20survey%20results:%20are%20cpas%20just%20guessing%20about%20client%20satisfaction?&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\r\n\r\n\r\n\r\n%20%20\/\/www.g005e.com\/2008\/08\/02\/survey-results-are-cpas-just-guessing-about-client-satisfaction\/\" title=\"email this: survey results: are cpas just guessing about client satisfaction? \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li><\/ul><div class=\"clean\"><\/div> <\/div>","protected":false},"excerpt":{"rendered":"<p>many cpa firms are surprisingly casual about how they acquire new clients or about how to keep them happy. as part of our &#8220;seven keys to successful cpa firm management&#8221; program, we&#8217;ve been surveying accountants and clients to learn the &hellip; <a href=\"\/\/www.g005e.com\/2008\/08\/02\/survey-results-are-cpas-just-guessing-about-client-satisfaction\/\">continued<\/a><\/p>\n","protected":false},"author":17,"featured_media":7287,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[2254,2271,5],"tags":[701,121,79,127,271],"class_list":["post-4234","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-growth","category-marketing","category-outlook","tag-client-satisfaction","tag-map","tag-marketing","tag-clients","tag-practice-development"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v22.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>survey results: are cpas just guessing about client satisfaction? 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