At Killingsworth Spencer CPA, I like to run a few reports to evaluate client progress. First, a comparison report with potential clients we meet and clients that actually come on board. This will allow me to contact those who didn’t get back to us and ask them what we are missing or what they didn’t like. Sometimes these clients will appreciate we are getting back to them and that could be the difference for getting new clients.

Another report is type of services provided to clients compared from current to prior years.(Tax returns, LLC Set up, Payroll, Tax Planning) This will allow me to track what services clients are requesting and are getting more benefit from, and also the services that we need to improve on.