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Pooley Accounting Services: NEW CLIENT ONBOARDING SURVEY

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  • Your Information

  • Please Rank Your Pooley Accounting Services’ Team Member on a Scale of 1-5

  • Team Member responds within one (1) business day to emails or left voicemails and is always approachable. On a timely basis and as issues become apparent, Team Member is reporting client issues to the President.
  • Team Member is dependable by meeting internal and external deadlines. Also, team member completes assignments within the allotted time and when promised. The team member is proactive, within constraints and client agreement verbiage, regarding advising clients on relevant/topical issues.
  • Team member produces work that is accurate, comprehensive, effectively communicated and educates the client on how best to conduct business.
  • As required, Team Member keeps appointments. Team member, along with the client, creates a realistic schedule for the completion of internal and external deadlines.
  • Team member demonstrates a willingness to fulfill position requirements and complete assigned tasks. The attitude displayed by the team member interacting in person or via email with you or related companies is always positive and is solution-focused.
  • Onboarding Experience

  • On a scale of 1-5, how thoroughly did we explain the critical items pertinent to your onboarding process?
  • On a scale of 1-5, how well did we answer your questions about the onboarding process and the client agreement document?
  • This field is for validation purposes and should be left unchanged.
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