* The Succession Institute, LLC is not a CPA Firm

Managing Client Satisfaction

Posted: October 18, 2018 at 10:33 pm   /   by   /   comments (0)

Managing Client Satisfaction Handout.PDF <Handout is password protected: Opens with the password for the video (case sensitive – same as for the live show)>

Description: No matter how well you perform the technical aspects of your job, and no matter how many levels of quality control checking you use, there are yet more factors to consider in determining your clients’ satisfaction with your firm. Quality work is not the same as quality service. Savvy practitioners will not only be sure that they’re doing the best quality technical work, but they’ll also work hard to provide the appropriate level of service for their clients.


  • Identify why managing client satisfaction is important
  • Recognize elements critical to maintaining client satisfaction
  • Identify ways to monitor client satisfaction/li>

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