Bookkeeping Service Client Satisfaction Survey

Why Client Feedback Matters for Your Bookkeeping Practice

As a bookkeeping professional or firm, the quality of your work directly impacts your clients' financial health and business decisions. Regular client satisfaction surveys help you understand whether your services are meeting expectations, identify areas for improvement, and demonstrate your commitment to excellence.

This Bookkeeping Service Client Satisfaction Survey template is specifically designed for accounting professionals, bookkeepers, and financial services firms who want to collect structured, actionable feedback from their clients. Whether you're a solo practitioner, small accounting firm, or growing bookkeeping service, this template helps you measure the metrics that matter most: accuracy, timeliness, communication quality, and the value of your financial insights.

What Makes This Template Perfect for Bookkeeping Firms

This survey goes beyond generic "how did we do?" questions to focus on the specific touchpoints that define quality bookkeeping services:

• Accuracy ratings for financial records, reconciliations, and reporting
• Timeliness assessments for monthly closes, report delivery, and responsiveness
• Quality evaluation of financial insights, recommendations, and advisory support
• Communication and relationship feedback to strengthen client partnerships
• Overall satisfaction and likelihood to recommend your services

The form uses a mix of rating scales, multiple choice questions, and open-ended feedback fields to give you both quantitative scores you can track over time and qualitative insights that reveal the "why" behind the numbers.

How Paperform Transforms Client Feedback Collection

Built with Paperform's intuitive editor, this template delivers a professional, on-brand survey experience that reflects well on your practice. The clean, document-style layout makes it easy for busy business owners to provide thoughtful feedback in just a few minutes.

Key features you'll appreciate:

• Conditional logic shows relevant follow-up questions based on responses, keeping the survey concise and personalized
• Rating and scale fields provide measurable satisfaction scores you can benchmark and track quarterly or annually
• Professional design options let you match your firm's branding with custom colors, fonts, and logo
• Instant notifications alert you when feedback arrives, especially important for flagging any concerns
• Integration ready to connect responses with your CRM, Google Sheets, or client management platform

Real-World Use Cases for Bookkeeping Professionals

This template works beautifully for:

• Quarterly or annual client check-ins to measure satisfaction and identify at-risk accounts
• Post-tax season feedback to evaluate how well you supported clients through busy periods
• New client onboarding reviews after the first 3-6 months of service
• Service improvement initiatives when you're refining processes or adding new offerings
• Client retention programs to show you value feedback and act on it

Automate Your Follow-Up with Stepper

Don't let valuable feedback sit in a spreadsheet. Connect this form to Stepper, Paperform's AI-native workflow automation tool, to automatically:

• Route concerning feedback to your client success manager for immediate follow-up
• Add positive testimonials to a "wins" tracker or testimonial bank
• Create follow-up tasks in your project management system based on improvement suggestions
• Update client satisfaction scores in your CRM automatically
• Send personalized thank-you emails to respondents with details on how you'll use their feedback

Built for the Professionals Who Keep Businesses Running

Trusted by accounting firms, bookkeeping services, and financial advisors worldwide, Paperform helps you collect the feedback you need to deliver exceptional service. The platform is SOC 2 Type II compliant and takes data security seriously—important when you're collecting information from business clients.

With Paperform's transparent pricing and generous submission limits, you can survey your entire client base without worrying about per-response fees eating into your margins. Start with the free plan for smaller client lists, or upgrade to Pro or Agency+ as your practice grows.

This template represents your commitment to continuous improvement and client-centered service—the hallmarks of a thriving bookkeeping practice in today's competitive market.