Accounting Influencers

Episode 79. In today's practical episode, "What What Works for Accountants with Client Surveys."Key takeaways from this episode include:➯ evaluating the advice given to accountants to run client satisfaction surveys➯ the mistakes accounting firms make with client satisfaction surveys and why they show very little➯ adopting the CAD system in accounting firms to gain a better understanding of how happy your clients are➯ what accounting firms should actually be doing and saying to proactively reach out to their clients➯ the criteria for client facing staff in accounting firms, especially when conducting client surveys➯ what it means for an accounting firm or CPA or accounting professional to actually care about their clients➯ why simply asking clients how they are doing creates multiple opportunities for accountants and CPAs➯ the rich information that can come from accounting firm clients who are approached in the right way by accountants➯ the 4P's of accounting clients that lead to new revenue opportunities for