1. Responsiveness: 3 2 1 a. Accessibility 3 2 1 b. Promptness in getting back to you 3 2 1 c. Timeliness of work submissions 3 2 1 d. Overall needs
2. Service Offerings: 3 2 1 a. Tax 3 2 1 b. Accounting & Auditing 3 2 1 c. Management Advisory 3 2 1 d. Personal Financial Planning 3 2 1 e. Other (fill-in)
3. Work Performance: 3 2 1 a. Financial advice 3 2 1 b. Business advice 3 2 1 c. Tax advice 3 2 1 d. Financial statements 3 2 1 e. Tax preparation 3 2 1 f. Personal financial planning 4. Rate our Billing Policies: 3 2 1 a. How well we explained our policies 3 2 1 b. How well we handled any billing problems 3 2 1 c. The fairness of our pricing
In this section, please tell us how likely you would be to use Nolan, Giere and Company for the following services. Please use the scale indicated below: 1 – would never use 2 – might use 3 – need to use now 4 – use another company
1 2 3 4 Estate planning 1 2 3 4 Personal financial planning for employees 1 2 3 4 Systems assistance 1 2 3 4 Systems training 1 2 3 4 Cash management 1 2 3 4 Budget control 1 2 3 4 Certified (opinion) audit 1 2 3 4 Mergers and acquisitions 1 2 3 4 Investment analysis and planning 1 2 3 4 Trust tax returns 1 2 3 4 Financing arrangements 1 2 3 4 Cost accounting systems -- 1 2 3 4 Other (fill-in)
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