Client Survey - Bodilly CPAs & Consultants of Madison Wisconsin


		Please rank your level of satisfaction with Bodilly CPAs & Consultants, LLP services in the following areas. We appreciate your assistance and strive to exceed your expectations of the services we provide.

Client Services Survey

Topic	Very Disatisfied	Disatisfied	Neutral	Satisfied	Very Satisfied	N/A
1. Ability to understand your problems and issues.
2. Responsive to your needs.
3. Time frame in which work is completed.
4. Time frame in which communications are returned.
5. Time frame in which emergencies are resolved.
6. Availability of partners and staff.
7. Professional appearance of our documents.
8. Fees for services rendered.
9. Ability to understanding our billing process.
10. Efforts to keep you informed of changes in tax law.
11. Appropriateness & timeliness of tax planning advice.
12. Benefit of our services on your tax and financial goals.
13. Benefit of our advice.
14. Follow up in assisting in the implementation of advice.
15. Technical competency of staff.
16. Technical competency of partners.
17. Courteous and respectful treatment by our firm.
18. Expertise in your business/organization.
19. Interest in your business.
20. Overall satisfaction with our service.

21. May we use you as a reference (If so, please be sure to enter your name below.)? Yes No

22. Are there other services we can provide that would be of value to you (such as financial planning, estate or retirement planning, business succession planning, college savings planning)? Yes No

If yes, in what area(s)?

23. Other comments (feel free to use the back of this survey if needed):

24. Partner and/or staff you work with (Please check any that apply):

	Wendy Albrecht		Mike Konicek
	Stephanie Barganz		Brandi Mergen
	John Bodilly		Ty Shea
	Mark Boebel		Buffi Sprecher
	Natasha Chambers		Holly Triplett
	Lynette Eickhoff		Rob Van Domelen

Contact Information

Name

Organization

Address


City	State	Zip Code


Telephone	Email

Bodilly CPAs & Consultants LLP - 525 Junction Road - Suite 8200 - Madison, WI 53717
Tel 608-664-1040 Fax 608-664-1050 Email info@cpamadison.com