{"id":521,"date":"2006-11-04t18:32:00","date_gmt":"2006-11-04t23:32:00","guid":{"rendered":""},"modified":"-0001-11-30t00:00:00","modified_gmt":"-0001-11-30t05:00:00","slug":"cpa-study-results-what-clients-really-want","status":"publish","type":"post","link":"\/\/www.g005e.com\/2006\/11\/04\/cpa-study-results-what-clients-really-want\/","title":{"rendered":"cpa study results: what clients really want"},"content":{"rendered":"
\n
<\/a><\/div>\n
free download<\/div>\n<\/div>\n

the profession has long recognized an \u00e2\u20ac\u0153expectations gap\u00e2\u20ac\u009d with the public\u00e2\u20ac\u2122s view of auditor liability. but in this report bay street group discovers a \u00e2\u20ac\u0153new expectations gap,\u00e2\u20ac\u009d <\/a>whose effects could be just as deleterious.<\/i><\/p>\n

the new expectations gap<\/b><\/p>\n

in this study<\/a>, 1,799 accountants, finance managers and cpas from all sectors of the profession were queried in an online survey conducted throughout most of 2006.<\/p>\n

of the respondents, 62% work in public accounting, which in this report<\/a> are classified as \u00e2\u20ac\u0153cpa firms.\u00e2\u20ac\u009d the rest, 38%, work in the business, industry, government, not-for-profit, education or vendor sectors, which in this report are classified as \u00e2\u20ac\u0153clients.\u00e2\u20ac\u009d some 75% are c-level decision-makers and influencers.<\/p>\n

the study<\/a> makes important new findings in the discrepancies between the behaviors and opinions of cpas and their clients.it should prove useful to both cpa firms seeking to fine-tune their client acquisition and retention strategies, as well as to finance managers charged with engaging a cpa firm and evaluating its performance.<\/p>\n

key data points in this \u00e2\u20ac\u0153new expectations gap<\/a>\u00e2\u20ac\u009d include:<\/b><\/p>\n

1. client satisfaction — <\/b>cpa firms grossly overestimate client satisfaction. some 93% of cpas believe half or most of their clients are sufficiently satisfied to recommend them. but only a bare majority of clients (55%) would recommend their current cpa firm.<\/p>\n

2. identifying decision-makers — <\/b>the overwhelming number of clients believe they \u00e2\u20ac\u201c as cpas, finance managers, executives, and individuals \u00e2\u20ac\u201c are the \u00e2\u20ac\u0153main decision-makers\u00e2\u20ac\u009d in the hiring of a new cpa firm. but most cpa firms believe the owner is the key person. only 17% estimated correctly that about half of their clients would be \u00e2\u20ac\u0153recommenders.\u00e2\u20ac\u009d (note: the trend holds true when all sizes of cpa firms are compared against all sizes of clients.)<\/p>\n

3. identifying influencers — <\/b>cpas underestimate the importance of senior financial executives in the decision to choose a new cpa firm. <\/p>\n

4. client base stability — <\/b>38% of cpas say their average client tenure is \u00e2\u20ac\u0153more than 10 years,\u00e2\u20ac\u009d but only 25% of clients would agree. <\/p>\n

5. marketing tactics — <\/b>the top three marketing tactics which cpa firms plan to launch or increase are:
\n— increasing referrals,
\n— networking and
\n— website upgrades. <\/p>\n

but if clients were writing the marketing plans, they might agree with making referrals and networking top priorities, but they would add seminars. of course it needs to be noted that clients, as prospects, see and experience marketing efforts much differently than the marketers who can parse strategy and measure returns.<\/p>\n

6. criteria for evaluating cpa firm performance — <\/b>in choosing a cpa firm, clients are most concerned about:
\n— service and attentiveness,
\n— the reputation of the firm and the quality and
\n— accuracy of the work. <\/p>\n

the data should be studied by comparing and contrasting the responses of cpas and clients. a gap analysis showing the widest discrepancies in behaviors and attitudes can yield startling differences in perspective.<\/p>\n

contact information<\/b><\/p>\n

complete data is available from bay street group llc for those interested in a deeper analysis. for instance, data may be filtered and cross-tabbed by size of cpa firm, by size of client company, by job title, marketing tactic, etc. <\/p>\n

contact: hs@baystreetgroup.com<\/a>, or (914) 674-4531.<\/p>\n

all questions, comments, suggestions, critiques and ideas are gladly accepted and may be incorporated in future editions of this study.<\/p>\n","protected":false},"excerpt":{"rendered":"

free download the profession has long recognized an \u00e2\u20ac\u0153expectations gap\u00e2\u20ac\u009d with the public\u00e2\u20ac\u2122s view of auditor liability. but in this report bay street group discovers a \u00e2\u20ac\u0153new expectations gap,\u00e2\u20ac\u009d whose effects could be just as deleterious. the new expectations gap … continued<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"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],"tags":[6],"class_list":["post-521","post","type-post","status-publish","format-standard","hentry","category-growth","tag-bsg-business-builder"],"acf":[],"yoast_head":"\ncpa study results: what clients really want - 卡塔尔世界杯常规比赛时间<\/title>\n<meta name=\"description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"\/\/www.g005e.com\/2006\/11\/04\/cpa-study-results-what-clients-really-want\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"cpa study results: what clients really want - 卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"og:description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta property=\"og:url\" content=\"\/\/www.g005e.com\/2006\/11\/04\/cpa-study-results-what-clients-really-want\/\" \/>\n<meta property=\"og:site_name\" content=\"卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/cpatrendlines\" \/>\n<meta property=\"article:published_time\" content=\"2006-11-04t23:32:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"-0001-11-30t00:00:00+00:00\" \/>\n<meta property=\"og:image\" content=\"\/\/www.g005e.com\/telbergblog\/uploads\/whatclientswantcoversmall.jpg\" \/>\n<meta name=\"author\" content=\"卡塔尔世界杯常规比赛时间\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@cpa_trendlines\" \/>\n<meta name=\"twitter:site\" content=\"@cpa_trendlines\" \/>\n<meta name=\"twitter:label1\" content=\"written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"卡塔尔世界杯常规比赛时间\" \/>\n\t<meta name=\"twitter:label2\" content=\"est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"article\",\"@id\":\"\/\/www.g005e.com\/2006\/11\/04\/cpa-study-results-what-clients-really-want\/#article\",\"ispartof\":{\"@id\":\"\/\/www.g005e.com\/2006\/11\/04\/cpa-study-results-what-clients-really-want\/\"},\"author\":{\"name\":\"卡塔尔世界杯常规比赛时间\",\"@id\":\"\/\/www.g005e.com\/#\/schema\/person\/c5fe0b85be3d8c86d3a43cb36e564b14\"},\"headline\":\"cpa study results: what clients really want\",\"datepublished\":\"2006-11-04t23:32:00+00:00\",\"datemodified\":\"-0001-11-30t00:00:00+00:00\",\"mainentityofpage\":{\"@id\":\"\/\/www.g005e.com\/2006\/11\/04\/cpa-study-results-what-clients-really-want\/\"},\"wordcount\":538,\"commentcount\":0,\"publisher\":{\"@id\":\"\/\/www.g005e.com\/#organization\"},\"keywords\":[\"growth\"],\"articlesection\":[\"growth strategies\"],\"inlanguage\":\"en-us\",\"potentialaction\":[{\"@type\":\"commentaction\",\"name\":\"comment\",\"target\":[\"\/\/www.g005e.com\/2006\/11\/04\/cpa-study-results-what-clients-really-want\/#respond\"]}]},{\"@type\":\"webpage\",\"@id\":\"\/\/www.g005e.com\/2006\/11\/04\/cpa-study-results-what-clients-really-want\/\",\"url\":\"\/\/www.g005e.com\/2006\/11\/04\/cpa-study-results-what-clients-really-want\/\",\"name\":\"cpa study results: what clients really want - 卡塔尔世界杯常规比赛时间\",\"ispartof\":{\"@id\":\"\/\/www.g005e.com\/#website\"},\"datepublished\":\"2006-11-04t23:32:00+00:00\",\"datemodified\":\"-0001-11-30t00:00:00+00:00\",\"description\":\"actionable intelligence for tax, accounting, and financial professionals\",\"breadcrumb\":{\"@id\":\"\/\/www.g005e.com\/2006\/11\/04\/cpa-study-results-what-clients-really-want\/#breadcrumb\"},\"inlanguage\":\"en-us\",\"potentialaction\":[{\"@type\":\"readaction\",\"target\":[\"\/\/www.g005e.com\/2006\/11\/04\/cpa-study-results-what-clients-really-want\/\"]}]},{\"@type\":\"breadcrumblist\",\"@id\":\"\/\/www.g005e.com\/2006\/11\/04\/cpa-study-results-what-clients-really-want\/#breadcrumb\",\"itemlistelement\":[{\"@type\":\"listitem\",\"position\":1,\"name\":\"home\",\"item\":\"\/\/www.g005e.com\/\"},{\"@type\":\"listitem\",\"position\":2,\"name\":\"growth strategies\",\"item\":\"\/\/www.g005e.com\/category\/growth\/\"},{\"@type\":\"listitem\",\"position\":3,\"name\":\"cpa study results: what clients really want\"}]},{\"@type\":\"website\",\"@id\":\"\/\/www.g005e.com\/#website\",\"url\":\"\/\/www.g005e.com\/\",\"name\":\"卡塔尔世界杯常规比赛时间\",\"description\":\"actionable intelligence for the tax, accounting and finance community\",\"publisher\":{\"@id\":\"\/\/www.g005e.com\/#organization\"},\"potentialaction\":[{\"@type\":\"searchaction\",\"target\":{\"@type\":\"entrypoint\",\"urltemplate\":\"\/\/www.g005e.com\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"propertyvaluespecification\",\"valuerequired\":true,\"valuename\":\"search_term_string\"}}],\"inlanguage\":\"en-us\"},{\"@type\":\"organization\",\"@id\":\"\/\/www.g005e.com\/#organization\",\"name\":\"卡塔尔世界杯常规比赛时间 research\",\"alternatename\":\"cpatrendlines\",\"url\":\"\/\/www.g005e.com\/\",\"logo\":{\"@type\":\"imageobject\",\"inlanguage\":\"en-us\",\"@id\":\"\/\/www.g005e.com\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/cpat-header-logo-with-blurb-7118_cpat_masthead-copy.jpg\",\"contenturl\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/cpat-header-logo-with-blurb-7118_cpat_masthead-copy.jpg\",\"width\":1600,\"height\":350,\"caption\":\"卡塔尔世界杯常规比赛时间 research\"},\"image\":{\"@id\":\"\/\/www.g005e.com\/#\/schema\/logo\/image\/\"},\"sameas\":[\"https:\/\/www.facebook.com\/cpatrendlines\",\"https:\/\/x.com\/cpa_trendlines\",\"https:\/\/www.linkedin.com\/groups\/115382\/\",\"https:\/\/www.youtube.com\/cpatrendlines\"]},{\"@type\":\"person\",\"@id\":\"\/\/www.g005e.com\/#\/schema\/person\/c5fe0b85be3d8c86d3a43cb36e564b14\",\"name\":\"卡塔尔世界杯常规比赛时间\",\"image\":{\"@type\":\"imageobject\",\"inlanguage\":\"en-us\",\"@id\":\"\/\/www.g005e.com\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/abe89254c5bccf19eb110d918edf238e?s=96&d=blank&r=g\",\"contenturl\":\"https:\/\/secure.gravatar.com\/avatar\/abe89254c5bccf19eb110d918edf238e?s=96&d=blank&r=g\",\"caption\":\"卡塔尔世界杯常规比赛时间\"},\"sameas\":[\"https:\/\/baystreetgroup.com\"],\"url\":\"\/\/www.g005e.com\/author\/admin\/\"}]}<\/script>\n<!-- \/ yoast seo plugin. -->","yoast_head_json":{"title":"cpa study results: what clients really want - 卡塔尔世界杯常规比赛时间","description":"actionable intelligence for tax, accounting, and financial professionals","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"\/\/www.g005e.com\/2006\/11\/04\/cpa-study-results-what-clients-really-want\/","og_locale":"en_us","og_type":"article","og_title":"cpa study results: what clients really want - 卡塔尔世界杯常规比赛时间","og_description":"actionable intelligence for tax, accounting, and financial professionals","og_url":"\/\/www.g005e.com\/2006\/11\/04\/cpa-study-results-what-clients-really-want\/","og_site_name":"卡塔尔世界杯常规比赛时间","article_publisher":"https:\/\/www.facebook.com\/cpatrendlines","article_published_time":"2006-11-04t23:32:00+00:00","article_modified_time":"-0001-11-30t00:00:00+00:00","og_image":[{"url":"\/\/www.g005e.com\/telbergblog\/uploads\/whatclientswantcoversmall.jpg"}],"author":"卡塔尔世界杯常规比赛时间","twitter_card":"summary_large_image","twitter_creator":"@cpa_trendlines","twitter_site":"@cpa_trendlines","twitter_misc":{"written by":"卡塔尔世界杯常规比赛时间","est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"article","@id":"\/\/www.g005e.com\/2006\/11\/04\/cpa-study-results-what-clients-really-want\/#article","ispartof":{"@id":"\/\/www.g005e.com\/2006\/11\/04\/cpa-study-results-what-clients-really-want\/"},"author":{"name":"卡塔尔世界杯常规比赛时间","@id":"\/\/www.g005e.com\/#\/schema\/person\/c5fe0b85be3d8c86d3a43cb36e564b14"},"headline":"cpa study results: what clients really want","datepublished":"2006-11-04t23:32:00+00:00","datemodified":"-0001-11-30t00:00:00+00:00","mainentityofpage":{"@id":"\/\/www.g005e.com\/2006\/11\/04\/cpa-study-results-what-clients-really-want\/"},"wordcount":538,"commentcount":0,"publisher":{"@id":"\/\/www.g005e.com\/#organization"},"keywords":["growth"],"articlesection":["growth strategies"],"inlanguage":"en-us","potentialaction":[{"@type":"commentaction","name":"comment","target":["\/\/www.g005e.com\/2006\/11\/04\/cpa-study-results-what-clients-really-want\/#respond"]}]},{"@type":"webpage","@id":"\/\/www.g005e.com\/2006\/11\/04\/cpa-study-results-what-clients-really-want\/","url":"\/\/www.g005e.com\/2006\/11\/04\/cpa-study-results-what-clients-really-want\/","name":"cpa study results: what clients really want - 卡塔尔世界杯常规比赛时间","ispartof":{"@id":"\/\/www.g005e.com\/#website"},"datepublished":"2006-11-04t23:32:00+00:00","datemodified":"-0001-11-30t00:00:00+00:00","description":"actionable intelligence for tax, accounting, and financial professionals","breadcrumb":{"@id":"\/\/www.g005e.com\/2006\/11\/04\/cpa-study-results-what-clients-really-want\/#breadcrumb"},"inlanguage":"en-us","potentialaction":[{"@type":"readaction","target":["\/\/www.g005e.com\/2006\/11\/04\/cpa-study-results-what-clients-really-want\/"]}]},{"@type":"breadcrumblist","@id":"\/\/www.g005e.com\/2006\/11\/04\/cpa-study-results-what-clients-really-want\/#breadcrumb","itemlistelement":[{"@type":"listitem","position":1,"name":"home","item":"\/\/www.g005e.com\/"},{"@type":"listitem","position":2,"name":"growth strategies","item":"\/\/www.g005e.com\/category\/growth\/"},{"@type":"listitem","position":3,"name":"cpa study results: what clients really want"}]},{"@type":"website","@id":"\/\/www.g005e.com\/#website","url":"\/\/www.g005e.com\/","name":"卡塔尔世界杯常规比赛时间","description":"actionable intelligence for the tax, accounting and finance community","publisher":{"@id":"\/\/www.g005e.com\/#organization"},"potentialaction":[{"@type":"searchaction","target":{"@type":"entrypoint","urltemplate":"\/\/www.g005e.com\/?s={search_term_string}"},"query-input":{"@type":"propertyvaluespecification","valuerequired":true,"valuename":"search_term_string"}}],"inlanguage":"en-us"},{"@type":"organization","@id":"\/\/www.g005e.com\/#organization","name":"卡塔尔世界杯常规比赛时间 research","alternatename":"cpatrendlines","url":"\/\/www.g005e.com\/","logo":{"@type":"imageobject","inlanguage":"en-us","@id":"\/\/www.g005e.com\/#\/schema\/logo\/image\/","url":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/cpat-header-logo-with-blurb-7118_cpat_masthead-copy.jpg","contenturl":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/cpat-header-logo-with-blurb-7118_cpat_masthead-copy.jpg","width":1600,"height":350,"caption":"卡塔尔世界杯常规比赛时间 research"},"image":{"@id":"\/\/www.g005e.com\/#\/schema\/logo\/image\/"},"sameas":["https:\/\/www.facebook.com\/cpatrendlines","https:\/\/x.com\/cpa_trendlines","https:\/\/www.linkedin.com\/groups\/115382\/","https:\/\/www.youtube.com\/cpatrendlines"]},{"@type":"person","@id":"\/\/www.g005e.com\/#\/schema\/person\/c5fe0b85be3d8c86d3a43cb36e564b14","name":"卡塔尔世界杯常规比赛时间","image":{"@type":"imageobject","inlanguage":"en-us","@id":"\/\/www.g005e.com\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/abe89254c5bccf19eb110d918edf238e?s=96&d=blank&r=g","contenturl":"https:\/\/secure.gravatar.com\/avatar\/abe89254c5bccf19eb110d918edf238e?s=96&d=blank&r=g","caption":"卡塔尔世界杯常规比赛时间"},"sameas":["https:\/\/baystreetgroup.com"],"url":"\/\/www.g005e.com\/author\/admin\/"}]}},"_links":{"self":[{"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/posts\/521"}],"collection":[{"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/comments?post=521"}],"version-history":[{"count":0,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/posts\/521\/revisions"}],"wp:attachment":[{"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/media?parent=521"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/categories?post=521"},{"taxonomy":"post_tag","embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/tags?post=521"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}