« Survey »
1.  Your firm demonstrates a clear understanding of my financial picture.
  Strongly Agree
Agree
Disagree
Strongly Disagree
 
2.  Your staff seeks to understand my situation in performing their duties.
  Strongly Agree
Agree
Disagree
Strongly Disagree
 
3.  You offer creative solutions, responsive to my needs that benefit my future.
  Strongly Agree
Agree
Disagree
Strongly Disagree
 
4.  Following your recommendations has produced positive results.
  Strongly Agree
Agree
Disagree
Strongly Disagree
 
5.  Your staff reflects an attitude that makes me feel like a valued client.
  Strongly Agree
Agree
Disagree
Strongly Disagree
 
6.  The SM&A partner on my account cares about my short-term and long-term goals.
  Strongly Agree
Agree
Disagree
Stongly Disagree
 
7.  All the personnel who handle my financial affairs are highly trained and competent in their field.
  Strongly Agree
Agree
Disagree
Strongly Disagree
 
8.  Your business communications with me are clear and simply understood.
  Strongly Agree
Agree
Disagree
Stongly Disagree
 
9.  You meet deadlines.
  Strongly Agree
Agree
Disagree
Stongly Disagree
 
10.  You return my calls promptly.
  Strongly Agree
Agree
Disagree
Strongly Disagree
 
11.  Your staff demonstrates genuine concern in answering my questions fully.
  Strongly Agree
Agree
Disagree
Strongly
 
12.  Prepared reports are well organized and easily understandable.
  Strongly Agree
Agree
Disagree
Strongly Disagree
 
13.  You provide quick turnaround.
  Strongly Agree
Agree
Disagree
Strongly Disagree
 
14.  I trust the confidentiality of the firm.
  Strongly Agree
Agree
Disagree
Strongly Disagree
 
15.  SM&A adheres to the highest ethical standards.
  Strongly Agree
Agree
Disagree
Strongly Disagree
 
16.  The value I receive from your services is commensurate with your fee structure.
  Strongly Agree
Agree
Disagree
Strongly Disagree
 
17.  In recommending SM&A to another business, I would describe our relationship as... (your rating completes the sentence).
  Outstanding
Exceeds expectation
Meets expectation
Below expectation
Unsatisfactory
Not Applicable

Note:
 
18.  How many years have you been a SM&A client?
  Under 5
5 to 10
10 to 15
15 to 25
25 to 50
 
19.  Have you ever considered changing to another accounting firm?
  No
Yes
 
20.  If 'Yes', why?
  Fees
Change in Personnel
Misunderstanding
Timeliness
Inattention
Other:

Note:
 
21.  I am familiar with the firm's newsletter the "Dividend".
  I do not receive
I read
I circulate
I toss
I keep
I would like to receive
 
22.  Would you recommend our firm to others?
  Yes
No

Note:
 
23.  I trust the advice of the firm.
  Strongly agree
Agree
Disagree
Strongly Disagree
No opinion

Note:
 


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