2017 Client Service Survey Report

CLIENT COMMENTS

 

We provide quality service by listening + learning from you!

  • “Barnes Wendling takes a holistic, comprehensive approach that helps to ensure we are looking ahead to the future. By keeping us up to speed on relevant law and regulation changes we can focus on running our business rather than burying ourselves in tax law. All of this is well communicated, the key to any relationship.” —Joe Gramc, Five Star Trucking
  • “Most helpful, educational, and thorough firm. I was overwhelmed handling my mother’s estate, and the team made tax filing seamless and organized. I am so grateful and relieved.” —Howard & Deborah Willen, Willen Dental Assoc. Inc
  • “The quality of your staff on our audit was excellent. I couldn’t ask for a more knowledgeable team with end-result focus.” —Brian Spitz, American Tank and Fabricating Company
  • “Our heartfelt thanks to the Barnes Wendling team for all you do for us, such as your remarkable responsiveness, timeliness in meeting deadlines, and being such a pleasure to work with!“ —Karyn Davies Mitchell, Caremetx LLC

 

To better serve our clients, provide the quality service they deserve and deliver positive results, we must listen to them + learn from them. We carefully review each survey that is returned to us and contact our clients if they were unsatisfied in any way. We encourage you to continue to let us know how we can better serve you.

 

Key Takeaways

  • 99.5% – of our clients would refer Barnes Wendling to a friend or associate
  • 98.2% – of our clients are very or extremely satisfied with Barnes Wendling CPAs
  • 97.4% – of our clients are very or extremely satisfied with the value of services provided 100% – of our clients say we always follow-up and provide resolution

 

Lowest Scores

(both increased from 2016)

  • 4.66/5 – Present New Ideas
  • 4.67/5 – Inform You of New Legislation

 

We’re always aiming for the 5. So, here’s what we’re doing to improve the Barnes Wendling experience:

  • We are redesigning and updating our website with a fresh new look and improved mobile responsiveness for a streamlined user experience on any size device. Additionally, our custom content will be easier for clients to locate with a centralized landing page including links to our relevant resources, such as guides, checklists, and infographics. Our new website will be coming early 2018.
  • This year we hosted four key events to keep our clients informed and educated on the latest trends affecting their business. These events also provided our clients with the opportunity to network and engage with each other to grow their business.
    • Economic Forecast: September 27, 2016 and April 21, 2017
    • March Madness: March 14, 2017
    • Upcoming: March 13, 2018
  • Revenue Recognition & Accounting for Leases: August 10, 2017
  • At Barnes Wendling, we understand our existence depends on our clients, so we listened to them and responded to their needs by offering three new services: IT services, SOC (System and Organizational Controls) services, and family office services.
  • To help achieve our client service objective, our professionals are committed to maintaining excellent customer service. We are proud to be a Smart Business Customer Service Honoree for two consecutive years.
  • Barnes Wendling has been serving closely-held businesses and not-for-profit organizations since 1946, and our clients continue to grow each year. This year our clients increased by 10%.

 

Association of Internal Certified Professional AccountantsCPA Associates InternationalSmart Business World Class Customer Service AwardBusiness LongevityInside Public Accounting Top 300 FirmsMember of Exit Planning InstituteNC99 Logo