Accountants  
UK Handbooks UK Business Performance Accountants Building Societies Credit & Finance Companies Estate Agents Factoring Companies Financial Institutions Insurance Companies Insurance Intermediaries Leasing Companies Life Insurance Companies Life Insurance Intermediaries Solicitors Surveyors Trade Financial Services Travel Agents & Operators Vehicle Distributors

Business Performance & Customer Opinion

 

U.K. Targets     UNITED KINGDOM    

Accountants Handbooks

 

Accountants

This Handbook gives specific survey and other information on the named Firm and Office and includes data on the Firm's Clients (Private / Business / Institutional), Products & Services, Competitors and Competitive Situation, Comparison with other company offices and the Firm's Operational and Business Performance. The data is given in tabular and numeric form and comprises of some 220 pages.

 

1. Comparative data on the firm's main competitors in the area. (a / b / c / d / e)

This section analyses the named firm's performance with that of up to 15 general competitors.

2. Comparison of the office's Performance in comparison to other company offices. Comparative Regional data for Products & Services. (a / b / c / d)

This section analyses the named office with up to 15 other company offices and/or with comparative regional data.

3. Business Performance data on the firm's most important operational activities.

Personal & Professional: Book-keeping & Management Accounts Operations / Personal & Professional: Audit Operations / Personal & Professional: Tax Operations / Personal & Professional Service Industry: Planning & Consultancy / Service Industry & Trade: Book-keeping & Management Accounts Operations / Service Industry & Trade: Audit Operations / Service Industry & Trade: Tax Operations / Service Industry & Trade: Planning & Consultancy / Commercial & Industrial: Book-keeping & Management Accounts Operations / Commercial & Industrial: Audit Operations / Commercial & Industrial: Tax Operations / Commercial & Industrial: Planning & Consultancy / Business Consultancy & Financial Planning Operations / Taxation Planning & Handling Operations / Corporate & Financial Operations

4. Client Opinion data on the firm's most important products and services. (a / b / c / d)

Tax Advice & Tax Negotiations / Financial & Business Planning / Investment - Pensions - Investor Products / Management Accounts & Bookkeeping / Audit / Taxation & Official Returns / Company Accounts & Documentation / Financial Products / Liquidation - Insolvency - Receivership Handling / Management Consultancy / Corporate Finance / Corporate Start-up.

5. Firm's Staff Perceptions of the company. (e)

 

6. Abuse of Position

Firms which abuse their position in the market or which use their position to gain an unfair or immoral advantage are covered in this section.

 

The above data is given as a matrix with EACH of the items (a) - (e) listed below.

(a)  PRIVATE CLIENTS: Satisfaction with the firm's service quality; Satisfaction with service availability; Satisfaction with existing services; Satisfaction with existing firm; Satisfaction with the firm's customer handling; Satisfaction with customer contact; Satisfaction with existing methods of account handling & services offered; Satisfaction with the firm's terms of trading; Satisfaction with the firm's documentation, accounts presentation & print; Reaction to the firm's customer handling; Reaction to the firm's marketing activities.

(b)  BUSINESS CLIENTS: Satisfaction with service quality; Satisfaction with service availability; Satisfaction with existing services; Satisfaction with existing firm; Satisfaction with customer handling; Satisfaction with customer contact; Satisfaction with existing methods of customer handling, timing and services offered; Satisfaction with terms of trading; Satisfaction with documentation, accounts presentation & print; Reaction to sales promotion activity.

(c)  BUSINESS DECISION MAKERS: Person/s deciding if the firm is used. Person/s initiating decision to increase levels of business. Person/s initiating decision to introduce new products or services. Person/s deciding what products / services are to be used. Person/s evaluating service business needs. Person/s evaluating the firms + services available. Person/s surveying or vetting firms. Person/s approving / authorising transactions. Person/s negotiating terms with the firm. Person/s evaluating the firm's services costs. Person/s evaluating the firms / services / products available. Person/s preparing specifications for services used. Person/s deciding if services are appropriate. Person/s setting or altering levels of business. Person/s making decisions to use competitive firm/s. Person/s monitoring results of services purchased.

(d)  PRIVATE + BUSINESS CLIENT OPINIONS: Client Confidence: Managers + Office + Specialist Staff/ Documentation/ Advertising. Reputation: Company + Office Level/ Managers + Office + Specialist Staff. Staff Efficiency: Company + Office Level/ Managers + Office + Specialist Staff/ Documentation/ Problem Solving. Staff Performance: Company + Office Level/ Managers + Office + Specialist Staff/ Documentation/ Client Handling. Staff Integrity: Company + Office Level/ Managers + Office + Specialist Staff. Truth & Honesty: Company + Office Level/ Managers + Office + Specialist Staff/ Advertising & Promotions. Written Communications: Company + Office Level/ Managers + Office + Specialist Staff/ Contractual. Verbal Contact: Managers + Office + Specialist Staff. Client Handling: Company + Office Level/ Managers + Office + Specialist Staff. Client Complaint Handling: Company + Office Level/ Managers + Office + Specialist Staff. Client Problem Solving: Managers + Office + Specialist Staff. Staff Comprehension of Product: Office + Specialist Staff. Client Awareness: Company + Office Level. Staff Awareness: Office + Specialist Staff. Client Product Confidence: Company + Office Level. Client Service: Company + Office Level/ Managers + Office + Specialist Staff/ Documentation. Initial Client Response: Company + Office Level/ Office + Specialist Staff. Information for Clients: Company + Office Level/ Managers + Office + Specialist Staff. Promotional Activity: Company + Office Level. Advertising Posture: Company + Office Level. Documentation: Company + Office Level. Client Confidence: Office + Company Level. Credibility: Advertising/ Documentation/ Specialist + Office Staff + Managers/ Office + Company Level.

(e)  FIRM'S OWN STAFF SURVEYS: Reactions to the firm's marketing activities. Satisfaction with existing software & materials. Satisfaction with existing back-up & company facilities. Satisfaction with existing methods of accounts & business handling. Satisfaction with quality of the workplace & terms of employment. Satisfaction with ability and expertise of fellow staff & line managers. Satisfaction with quality & specifications of products / services sold. Satisfaction with equipment & systems. Satisfaction with firm's customer handling policy. Satisfaction with staff's technical & other assistance received. Satisfaction with firm's technical documentation / instructions. Satisfaction with Senior Management & Managers.

220-330 pp. Price: £595  Delivery: 21-28 days

Les Membres des Professions Libérales