Somerset Client Satisfaction Survey

The questions below concern the services the professionals of Somerset CPAs have provided to you.
So that we might improve our overall relationship and better serve you, we are asking you to candidly answer these questions.

Thank you in advance for your time.

I. RESPONSIVENESS

	Always	Often	Sometimes	Rarely	Never	N/A
Somerset associates are available and accessible when I need them.
They deliver work product when or before I expect it.
They follow through on commitments and expectations.
They return phone calls and emails promptly.
They communicate delays and changes to project timeline/scope as necessary.

How can Somerset improve in this area?

II. WORK PRODUCT/PROJECT MANAGEMENT

	Always	Often	Sometimes	Rarely	Never	N/A
Somerset associates give thoughtful, knowledgeable and well-reasoned advice.
They look for ways to help me improve profitability and achieve success.
They communicate other services that may benefit my business and me.
They staff engagements properly so work is efficient.
They propose and implement cost-effective solutions.
I have confidence in Somerset's advice and performance.

How can Somerset improve in this area?

III. COST EFFECTIVENESS & BILLING PRACTICES

	Always	Often	Sometimes	Rarely	Never	N/A
Somerset accurately estimates fees and scope of projects.
Their fees are fair and competitive.
They appreciate the relationship of costs to accomplishing my goals.
They respond to my billing inquiries promptly.
Their invoices are timely and easy to understand.

How can Somerset improve in this area?

IV. OTHER PROFESSIONAL SERVICES

In what areas do you use outside professional service firms?

	Accounting Services
	Assurance Services
	Business Consulting
	Employee Benefit Plan Audit and Tax Services
	Information Solutions
	Litigation & Valuation
	Tax Services
	Financial Planning
	Industry-Specific Consulting
	Business Succession and Transition Planning
	Estate Planning
	Investment Management
	Insurance Needs
	Qualified Plan Consulting
	Other

If you use firms other than Somerset CPAs for the services noted above, why did you select them?

V. WHY SOMERSET?

Why did you select and/or why do you retain Somerset?

	Creative Problem Solving
	Competitive Fees
	Industry Expertise
	Personal Relationship/Trust
	Professional Reputation
	Referral From Respected Colleague, Family Member or Friend
	Responsiveness/Excellent Client Service
	Technical Expertise
	Unique Service Offerings
	Other

VI. IMPROVEMENT

What can we do to strengthen our professional relationship with you?

	Add expertise in areas I need (please identify below)
	Design educational programs for my professionals and executives
	Improve Somerset CPAs' responsiveness
	Propose strategies to reduce my overall business expenses
	Other

Please specify the type of EXPERTISE you would like to see added to the firm's offerings:

VII. COMMENTS

Please provide any additional comments about Somerset services, staff, communications, etc.

VIII. CONCLUSION

If you had occasion to do so, would you refer Somerset CPAs to a colleague, family member or friend?

	Yes
	No

Please provide your contact information.

Name:
Title:
Company Name:
Address:
Phone Number:
E-Mail:

Note: Once you submit the survey, you may not go back.
If you have questions, please contact us: Email: surveys@somersetcpas.com Voice Mail: 317-472-2576 Toll Free: 1-800-469-7206 x2576