CLIENT SATISFACTION SURVEY

We want to make sure we are providing you with the best service possible, and hope you will take a few minutes to answer our survey on how we’re doing. Please fill in the spaces below using the following scale. Thank you.

1 – Less than Expected      2 – About as Expected      3 – Better than Expected


1. Responsiveness:
  a. Accessibility
  b. Promptness in getting back to you
  c. Timeliness of work submissions
  d. Overall needs


2. Service Offerings:

  a. Tax
  b. Accounting & Auditing
  c. Management Advisory
  d. Personal Financial Planning
  e. Other (fill-in)


3. Work Performance:

  a. Financial advice
  b. Business advice
  c. Tax advice
  d. Financial statements
  e. Tax preparation
  f. Personal financial planning


4. Rate our Billing Policies:

  a. How well we explained our policies
  b. How well we handled any billing problems
  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


  Estate planning
  Personal financial planning for employees
  Systems assistance
  Systems training
  Cash management
  Budget control
  Certified (opinion) audit
  Mergers and acquisitions
  Investment analysis and planning
  Trust tax returns
  Financing arrangements
  Cost accounting systems
  Other (fill-in)

 

Your Name: ( *optional )

Your Email: ( *optional )

Comments: ( *optional )

 

 


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