NEW STUDY LAUNCHED: THE CPA/CLIENT CONNECTION

Take the survey; get the results.

Service, Satisfaction and Expectations

CPA Trendlines Research by Bay Street Group LLC

Get the answers from hundreds of other CPAs and firms on:

  1. How firms track client satisfaction
  2. Measuring how clients rank – A, B, C, or D
  3. The best client acceptance proceesses
  4. When and how to “fire” a client
  5. The smartest client management systems

Plus:

  • Why clients leave
  • What prospects look for in a new CPA firm
  • Who are the real decision-makers and influencers
  • New marketing strategies that work

START HERE: Join the survey here; get the results.