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YBS Client Satisfaction Survey
1.
Which YBS service(s) did we provide (mark all that apply)?
New QuickBooks setup/ general ledger/ chart of account
Initial Services, accounting cleanup
Business Consulting
Payroll Services
Monthly Accounting Services
Monthly Financials
Quarterly Review/ Financials
3rd Quarter tax planning, financial review
2.
Which of the following words would you use to describe our services at YBS (mark all that apply)?
Knowledgeable
Responsive to Client needs
Reliable
Proactive
Timely
Unreliable
Poor quality
Overpriced
Disappointing
Use this space to give us detailed comments (optional)
3.
Has YBS been responsive to your emails/ phone calls in a timely matter?
Very Responsive and fast
Within reason
Not really
Low quality
Very slow, poor customer service
4.
How would you rate your YBS Account Manager?
Excellent
Above average
Average
Below average
Poor
5.
How responsive have we been to your questions or concerns about our services?
Extremely responsive
Very responsive
Moderately responsive
Not so responsive
Not at all responsive
Not applicable
6.
Overall, how satisfied are you with our firm?
Very satisfied
Somewhat satisfied
Neither satisfied nor dissatisfied
Somewhat dissatisfied
Very dissatisfied
7.
What other services may be of interest to you (mark all that apply)?
QuickBooks training
Training to understand your financials
Personal Accounting
Payroll Services
CFO Services
Expert Witness for court case
Fraud Review
Onsite Visit
Cash, Accounts Receivable, or Payable Management
Budgeting, actual vs. budget reports
Other (please specify)
8.
On a scale of 0 to 10,
How likely is it that you would recommend our firm to a friend or colleague?
0 for Not at all likely, 10 for Extremely likely
Not at all likely
Extremely likely
0
1
2
3
4
5
6
7
8
9
10
9.
Use this space to provide any other comments, questions, or concerns (optional).
10.
Please provide your name so we can follow up with you as needed.
Name
Company or Entity Name
Address
Address 2
City/Town
State/Province
AL Alabama
AK Alaska
AS American Samoa
AZ Arizona
AR Arkansas
CA California
CO Colorado
CT Connecticut
DE Delaware
DC District of Columbia
FM Federated States of Micronesia
FL Florida
GA Georgia
GU Guam
HI Hawaii
ID Idaho
IL Illinois
IN Indiana
IA Iowa
KS Kansas
KY Kentucky
LA Louisiana
ME Maine
MH Marshall Islands
MD Maryland
MA Massachusetts
MI Michigan
MN Minnesota
MS Mississippi
MO Missouri
MT Montana
NE Nebraska
NV Nevada
NH New Hampshire
NJ New Jersey
NM New Mexico
NY New York
NC North Carolina
ND North Dakota
MP Northern Mariana Islands
OH Ohio
OK Oklahoma
OR Oregon
PW Palau
PA Pennsylvania
PR Puerto Rico
RI Rhode Island
SC South Carolina
SD South Dakota
TN Tennessee
TX Texas
UT Utah
VT Vermont
VI Virgin Islands
VA Virginia
WA Washington
WV West Virginia
WI Wisconsin
WY Wyoming
ZIP/Postal Code
Country
Email Address
Phone Number
Current Progress,
0 of 10 answered