for Accountants

The Client Audit is a programme that helps accountants maximise the profitability of existing client relationships.

We gather on-going feedback from clients, translate that into an action plan and provide the support and tools to help you:

  • Enhance loyalty and demonstrate commitment with existing clients,
  • Structure a meaningful service plan,
  • Identify opportunities to streamline service delivery,
  • Increase revenue from existing clients
  • Increase referrals from clients and centres of influence

You can download and listen to a 5-minute flash presentation now, for a complete overview of the program.

The Client Audit is the leading client feedback programme for accountants which allows you to tap into extensive industry expertise to customise a program that works for you.  We believe, however, that one of the most critical aspects of any client feedback programme is what happens after the survey and the extent to which you use the information effectively.  To that end, your programme includes innovative tools to help you integrate results into your existing client review process and access to a comprehensive on-line coaching center to help you leverage the results.

The Process

The Tools

Our Clients and What They Are Saying

Client Feedback and Treating Clients Fairly

For More Information

Contact us at 877-686-0660 x222 or email info@advisorimpact.com