Article: What is your most effective way of measuring client satisfaction?

When a client leaves, I try to contact them and do several things. First, I want to thank them for allowing us to serve them. Second, I want to assure them that I do not take it personally, that I understand that it is business. Third, I assure them that if their new accountant has any questions or needs any information I will be happy to assist in any way possible. Fourth, I tell them that the door is always open if they decide that they want to give us another chance. Finally, I ask them to share with me what we did or didn't do that led them to the decision to change accountants.

Robert W. Carmines, CPA, PFS, CFP

Carmines, Robbins & Co.

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