CPA Marketing: Now’s a good time to survey your accounting clients

It’s important to your business success that your preferred clients are happy with your services. One good way of measuring the level of client happiness is by asking their opinions in a survey.

“Busy” season is over (for a while at least) and your clients still have their impressions of your service fresh in their minds. Now is the time to survey clients to learn how to serve them better.

Client surveys can be very useful if they are done properly. Even clients who don’t return the survey will be impressed that you have taken the time to ask their opinion. The information you garner from your survey can keep you from losing a client. It can also help you gain new clients, sell additional services, and simply make your clients happier with your services. There is money to be made from your survey, so spend a little time doing it right.

Download: For your convenience, we’ve provided a FREE 12-question client survey. Edit and use it as you wish. It also includes additional survey questions.

We’re here to help you succeed. Feel free to contact us with your marketing questions.

Arvid Mostad

Arvid Mostad is the President and co-founder of Mostad & Christensen, Inc. Since 1978, M&C's marketing products have helped accounting firms build client loyalty, get more referrals, add value to services, be visible in their community, and keep clients informed.