Join us for a panel discussion tailored specifically for accounting firms with a merger or acquisition in the near future. Hosted by Eric Gregg, CEO & Founder of ClearlyRated, this webinar will provide you with practical tools and rich insights, drawn from key communication techniques and survey data applications. You’ll benefit from the unique knowledge…
Never before has it been so clear that providing a positive customer experience (CX) will boost your accounting firm’s bottom line. And since we know how much you like numbers, we have the data to prove it.
Join ClearlyRated’s CEO Eric Gregg for this quick-hit 30-minute webinar as he reveals brand new research, including the latest NPS® benchmarks for the accounting industry and highlights from our Industry Benchmark Study. Get a sneak preview of our upcoming report, and gain insight into the minds of accounting buyers. What you’ll learn: Empower your firm…
What’s inside? 3 out of 4 accounting clients say they would like a consistent way to provide feedback to their providers. But where, and how, should your firm begin when asking clients how you can improve? Designing a satisfaction survey initiative is a great place to start. What steps can be taken to maximize the ROI of…
Who is this guide for? What’s inside? ClearlyRated’s NPS Guide for Accounting Firms can help you better understand the Net Promoter Score and its unique value in the accounting industry. This document offers a guide for deploying your NPS survey initiative, as well as how to understand your results and leverage feedback in a way…
The original post was updated in October 2023 As an accounting service provider, you strive to deliver great service to your clients. And in 2023, your clients have come to expect nothing short of an excellent experience with your firm. But, what steps can you take to demonstrate your commitment to your clients and prospects? And how…
Accounting firms – like other professional service providers – rely heavily on client satisfaction and service quality to retain accounts and differentiate from the competition. Service quality and client satisfaction grow even more essential to business success during economic lulls and industry challenges. This may partially explain why business leaders across sectors prioritized customer experience…
When our CEO, Eric Gregg, hosted a panel at the 2022 Association for Accounting Marketing (AAM) Summit, it was so popular, that we decided to host an encore discussion for accounting marketers who couldn’t make it to the Louisville summit. His panel of experts included Gabe Tevrizian of REDW, Mitch Reno of Rehmann, and Jen…
Never before has diversity, equity, and inclusion (DEI) held the attention of so many organizations. And it’s about time. Many have publicly pledged to do better, but where do things truly lie after all the talk? Some studies have tracked whether there’s been real action and true progress, and we’ll get to them. But before…
Here at ClearlyRated, we practice what we preach. Which means that we ask our own clients for feedback on the experience we provide after every survey we launch for them. Not only do we ask the NPS question (I’m thrilled to report that we have a world-class lifetime Net Promoter Score of 86%) – but…
Accounting firms – like other professional service providers – rely heavily on client satisfaction and service quality to retain accounts and differentiate from the competition. As such, NPS can be a leading indicator of revenue retention, growth, and brand differentiation in a crowded marketplace. What is NPS? Net Promoter® Score (NPS) is a client satisfaction…
The true ROI of any Client Experience (CX) program comes from the action your firm takes with the client data you’ve gathered. The more comprehensive the action, the higher ROI from your program! That means addressing both negative feedback (to identify and protect at-risk revenue) AND positive feedback (to build reputation and earn new business). …
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Bain & Company, and Fred Reichheld.
