Document Management

SurveyCPA provides data for CPA firms via three surveys: Employee Engagement and Satisfaction, Upward Evaluation for CPA Partners and Managers and Client Satisfaction. Typical surveys provide benchmarking based on a national database, survey questions designed for each firm, and a review of results by consultants, with a follow-up telephone review.

The Employee Engagement survey, for use by those who have managed a survey, is designed to help firms retain their best performers ensure client satisfaction, enhance firm profitability and lay the groundwork for firm success. It enables leaders to find out what their employees think and Survey CPA assists in determining how to follow up results. Upward Evaluations is designed to gather feedback from team members about their views of their supervising partners and managers. It features 21 questions that have been written for an accounting environment. Some firms now include upward survey information for partners as part of the annual partner compensation process.

 

The third tool of SurveyCPA is the Client Satisfaction Survey. The survey questions gather data that firms need for taking proactive steps to uncover client issues and using the survey results as part of partner compensation plans. For those taking advantage of a premium survey offering, SurveyCPA tailors a services section specifically to determine if there are additional services that their clients have an interest in buying.

Price: $1,500 per firm for up to 10 respondents, plus $45 for each additional respondent. SurveyCPA: (765) 488-0691, www.surveycpa.com