One of the questions we hear from many firms is how frequently they should survey their clients. And while the idea of surveying more than once annually can be daunting, accounting client and buyer data suggests that a more frequent survey cadence can have significant benefits for your organization’s service quality.
Our 2018 Accounting Client Satisfaction Report shows a tight correlation between survey frequency and NPS®. You can see from the chart below that client satisfaction levels for firms that survey clients just once per year versus accounting firms that survey clients end-of-matter are dramatically different.
Click here to learn more about the Net Promoter® Score as a metric for client satisfaction >>

Why is accounting firm NPS correlated with client survey frequency?
Our accounting client satisfaction research suggests that the simple act of being asked for feedback improves your clients’ chances of being satisfied with your firm:


  • 93% of accounting clients say it’s important to have an open channel of communication to provide feedback to their firm.
  • 81% say that when asked for feedback, their perception of their law firm is positively impacted.

In addition to simply pleasing your clients by inviting their feedback on your service delivery, regular surveys give your team a valuable opportunity to sniff out service issues, identify at-risk accounts, support client referrals, and add greater value by helping clients identify additional needs you can support.
It’s worth noting that accounting clients indicate they are more comfortable with (and more likely to participate in) an online survey than a face-to-face interview (the more traditional feedback method in the accounting space):


  • 71% of accounting clients say they are more likely to take the time to provide feedback through a survey than in person.
  • 62% say they are more candid with their feedback in an online survey than in person.

Year-over-year data shows, though, that client satisfaction in the accounting industry has declined since 2015 – from a client rating of 31% NPS to 19% NPS in 2018. This downward trend suggests that accounting firms are struggling to meet (and exceed) clients’ service expectations.
And if that isn’t enough to light the NPS fire at your firm, our industry research shows your clients’ perception of your firm actually changes when asked for feedback.
The bottom line…

Neglecting to ask for consistent feedback from your clients can have a dramatic effect on client satisfaction, and can demonstrate a lack of commitment to service quality excellence.
Contact the Inavero team to learn how the ClearlyRated Net Promoter® survey program helps accounting firms leverage client satisfaction for growth – or check out more of our resources about NPS for accounting firms: