Client Feedback Form

We appreciate you filling out this form with honest feedback.

The information provided will allow us to best support you as you scale your success.

Client Portal

In August we introduced our client portal, we want to ensure your access and use of the portal is easy and efficient.

Do you have access to the client portal?

Are you feeling comfortable with the client portal?

Would you like anyone else to have portal access? (VA, Partner, etc.)

If yes, what is their email? Should they have questions/upload access only?

Do you want SMS reminders for portal?

If yes, what number would you like to use?

How has your portal experience been so far?

Communication Preferences

Communication is key, we want to communicate in the way that best supports your business.

The client portal automatically sends out reminders every Tuesday for any outstanding items. Do you prefer us to wait for this automated reminder, or should we reach out in between to follow up on outstanding items?

Would you like to have financial review meetings? [Quarterly, Monthly]

What is your preferred communication method? Email or SMS

Do you have set office hours you prefer us to communicate in?

Future Planning

Future planning is key to ensure we are supporting you as you scale. The following questions are not a commitment to any additional offerings, just an interest for more information as it is available.

US Only: Would you like assistance completing the new FinCen ID requirements?

Canada Only: Are you interested in our 2024 tax preparation services?

Are you interested in Enhanced Awareness Reporting, which includes metrics measurement, KPIs, and more?

Are you interested in assistance in creating a 2025 business budget?

Are you interested in workshop-style or one-on-one learning opportunities for improved business tracking and understanding of your financial data?

Feedback

Feedback is crucial for growth; we value your honest feedback. If a team member has made a positive impact, please mention them.

What do you like best about our services?

What feedback could you provide that would make our service better?

What sets us apart from your previous bookkeeper or bookkeeping solution?

If you had to identify the one way in which we have helped you the most, what would it be?

Do you have any additional notes or feedback that you would like to share?

May we use your name and/or business name when sharing your feedback as part of our marketing?

Opportunities

Over the next few months we will be featuring some clients in case studies. No financial details will be shared in dollar values, only percentages, or % of change.

Are you interested in being featured in a written study? A 30-minute Zoom call will be needed. This case study will be shared for quality backlinks back to your site and a $100 credit on your invoice. You must have an active website to be featured.

Are you interested in being featured in a video study? A 60-minute Zoom call or in person session will be needed. We will provide edited video footage you can use for your future marketing, the video will be shared online and quality backlinks will be provided. You will receive a $150 credit on your invoice. You must have an active website to be featured.

If you are not currently interested would be interested in future opportunities if the timing is aligned?

Referals

Referrals help every business grow, did you know we offer referral bonuses?

If you refer a friend who signs up for our monthly ongoing services, you will receive a $150 discount on your next bill. If you prefer an affiliate link to share with your friend, please let us know. Alternatively, if your friend mentions your name during their initial call, we will credit you accordingly.

Housekeeping

Over time, communication details often change. Please confirm your current information below so we can update your client file.

Email *

Address

City

State

Country

Postal code

Phone *

Authorized Parties to Discuss Your Business

We appreciate your participation in this formal feedback request, please know that your feedback is always welcome. As we head into the last quarter of 2024 know that we are here to support you scaling your success. Thank you for your continued trust in us. We appreciate you.