Accounting Firm Products

Make your clients your biggest referral prospects, raving about the service you provide! Our online satisfaction surveys and custom research projects for accounting firms give you the tools needed to be a trusted advisor to your clients. With fierce competition, accounting firms that keep a pulse on their clients and employees’ experiences garner high growth client retention while easily generating sales and marketing differentiators.

Prove Your Firm is the Best

  • Hear what your clients think
  • Pinpoint service wins and issues
  • Get fresh testimonials
  • Identify referral prospects
  • Earn the Best of Accounting® Award
  • Build your online reputation

Get Real-Time Client Feedback

Simple Client Satisfaction Survey Packages

Inavero research shows dissatisfied accounting firm clients are 5 times more likely than satisfied clients to lower their budget with the firm, and 4 times more likely to be actively looking for a new firm. With our online Net Promoter® Score satisfaction survey you will easily get client feedback, generate fresh testimonials, referral prospects, and pinpoint service issues all in one initiative.

Employee Satisfaction is Key to Accounting Firm Client Retention

Employee Satisfaction Surveys

Clients working with a highly engaged ‘trusted advisor’ at your firm will utilize more of your firms’ services, work with your firm longer, and provide more than double the number of referrals. Your employees’ feedback remains anonymous while you get real-time information needed to identify what’s working internally and what’s not.

Trusted Advisors Win Business in Accounting

Custom Market Research

When vetting an accounting firm, industry expertise is second only to trustworthiness. Work with a research team that understands what you struggle with on a daily basis and knows how to translate the data into actionable insights, getting your firm recognition as a thought leader for the accounting industry.

— Julie James
Director of Marketing
Stern Cohen LLP

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Amazing service from Account Manager, Liz Brown! Without her perseverance, resourcefulness and patience, our firm would not have participated in Best of Accounting this year. Liz helped me through a process that I thought would be onerous and time consuming. In fact, with her help it was very easy. The firm is thrilled with our results – they are much better than we hoped. I would recommend Inavero and Best of Accounting, without hesitation, to all accounting firms.”

— Julie James
Director of Marketing
Stern Cohen LLP

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Accounting Industry Partners