Seeking Client Satisfaction

jeff.wilson1.cpa • Oct 25, 2022

This article is part of an ongoing series. In part 1, I covered how to measure your firm’s performance, and in part 3, I discussed marketing your practice. In this article, I’ll go over how to seek client satisfaction.

This series is a prequel to my QuickBooks® Connect session: Measure Once, Cut Twice. Here’s more on seeking client satisfaction.




As a practice manager, I like to track client happiness/client satisfaction. This measurement allows me to understand how my team delivers our services to our clients, how my clients are receiving that service, and if they feel they are getting the best service possible.



Check it out – Seeking client satisfaction


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