Clifford & Associates: Survey

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Client Feedback Form

You can help us serve better!
Please take a few minutes and let us know your thoughts. Check only what applies. Our goal is to rejoice where we do well and improve as needed. As we continue to expand, we aim to keep your needs foremost in our planning and prayers. All answers are confidential within our office. No names are required.

An answer of "1" indicates that we need to improve in an area. An answer of "5" indicates that we are doing a great job in serving you.

	Low		Avg		High
Please rate our services:	1	2	3	4	5
Tax preparation services
Payroll and business-related services
Financial planning services
Investment management services
Consultation services
Comments?


	Low		Avg		High
Please rate our office staff:	1	2	3	4	5
Staff members courteous?
Phone calls or other communications responded to promptly?
Manner in which communications (phone calls, faxes, emails) are handled?
Should we make any changes? Comments?


	Low		Avg		High
Please rate the professional who served you:	1	2	3	4	5
Amount of time allotted to your appointment?
Ease of working with your tax professional?
Your professional's understanding of your specific needs?
Follow-up on items of concern to you?
Were all your questions answered satisfactorily?
Technical knowledge and ability of your professional?
Available when you need him/her?
Overall value of services received?
Promptness of completing work?
Promptness of returning phone calls?
Do you have any other thoughts to share?


	Low		Avg		High
Please rate our fees and billing procedures:	1	2	3	4	5
Fees appropriate for the services provided?
Billing methods and procedures?
Suggestions for improvement? Comments?


	Low		Avg		High
Please rate the overall quality of our services and your experience:	1	2	3	4	5
Overall quality?
Do you have any suggestions on how we can improve?


Please complete the following statements:
I would like to see Clifford & Associates provide the following services:


If I could change one thing about the services I receive, it would be the following:

Would you recommend our services to others?	Yes	No
If no, why not?

If you would like us to call you in reference to this survey, please enter your contact information in the box above.

Please check all that apply (for classification purposes only):

	Male	Female
Gender:

	18-34	35-50	51-65	65+
Age group:

	Clergy	Non-Clergy	New Homeowner	Landlord	Retired
Category (may be in more than one):

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.