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B2B Accounting Customer Experiences

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From the mouths of clients themselves - these were the top three traits they wanted their B2B Accounting and Tax businesses.

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Page 1: B2B Accounting Customer Experiences

b2b Accounting and tax

R

www.peoplemetrics.com

Personal

Clear and Easy

MECx summary by

Clients Want an Experience That Is...

Clients want a relationship with their provider where they feel their provider knows, “me, my business and my preferences”

Clients want things to be clear and easy to understand. Not everyone enjoys the details of accounting and tax work and there’s often confusion around these topics.

Trustworthy

Trust is about conveying that the client’s interests are central to all decisions made by the firm.

They do not really get to know my company. They are very money focused, bottom line focused....

We are on the fence of switching. “

“ ”

She is nice, as well as professional, and she makes the accounting easy for me to understand around tax

time...she is a godsend!

They consistently give 110% to my company’s best interests. You know what you are getting from them.

They never drop the ball.“

Note: Actual client comments from the 2013 MECx PeopleMetrics study

learn how to deliver an amazing customer experience in B2b Accounting

by reading the mecx b2b accounting paper