We surveyed 1,500 business owners in the US to find out what they really value about their accountant or bookkeeper. And we found out what advisors need to do to turn business owners into enthusiastic fans.
Less than half of small business owners would recommend their advisor
Word of mouth is the most effective form of marketing for accountants and bookkeepers
Dissatisfied clients are the most likely to pay late or withhold payment
Put client experience at the core of your practice
Practices that design themselves around the client experience are snapping up new clients. Our research shows that accountants and bookkeepers vastly prefer actively helping clients to keeping them compliant.
It’s possible to learn from pacesetting practices and improve client perceptions of your practice by starting to measure customer sentiment.