for Accountants
Our Clients and What They Are Saying
Below are comments from both Accountants and Financial Advisers:
"We had long considered that a client survey would be helpful in determining whether clients were satisfied with the services our firm provides and whether we were meeting their expectations. The Client Audit is certainly much more than a survey; it is a comprehensive detailed analysis of your practice's services as seen by the people who matter – your clients!
The Client Audit has helped us to identify which aspects of our service are important to our clients. Whilst we are pleased with our overall results, we will use the results of the Client Audit to further refine our service proposition. We believe that implementation of the changes will not only provide greater benefits for clients but will bring additional revenue to the firm as well as enhancing client loyalty".
Mark Taylor
Platinum Portfolios Limited, Eastbourne
"The Client Audit process reinforced that we are on the right track with our clients, but went further in uncovering what is most important to them, what they expect and value and where there may be additional opportunity. By outsourcing the process we sent a powerful message to our clients that we care and gained access to analysis and tools that we would not have been able to develop internally."
Julie Lord
Cavendish Financial Management, Cardiff
"We strongly believe that taking part in the Client Audit programme will not only support but improve our client care philosophy. In addition to sending a positive message to our clients, the process included good direction as to how to use the data to improve profitability, client service, marketing and follow-up. Further, the Coaching Centre provides many critical insights that will help us capitalise on the opportunities presented in the report."
Barry Horner
Lin Ashurst
Paradigm Norton Financial Planning, Bristol