Your firm has the numbers.
Now get the ones that matter.
Client satisfaction scores, staff engagement pulses, and post-season burnout indexes — delivered as crisp quarterly diagnostics built for managing partners.
Sample Survey Questions
Response Distribution
Composite NPS
71Based on 47 responses
82% response rate
91%
Post-Ledger implementation
3.2 / 10
Industry avg: 6.8 / 10
The Problem
The data you collect
isn't the data you need.
Billable hours, realization rates, utilization — your firm tracks everything except the signals that predict the resignations and the churn that will hurt next fiscal year.
of senior associates who resign
never surfaced dissatisfaction in any formal channel before leaving.
cost of replacing a senior associate
relative to annual salary — recruiting, onboarding, and lost client continuity.
of CPA firm clients
switched firms within 3 years despite rating their last engagement as "satisfactory."
average signal lag
between when dissatisfaction begins and when it appears in exit interviews or churn data.
The Methodology
Built for firms where
trust is the product.
Generic survey platforms weren't designed for environments where anonymity determines whether anyone responds honestly. Ledger was.
CPA-Specific Survey Design
Every question is built around accounting firm dynamics — busy-season cadence, partner-associate relationships, client service cycles.
Anonymity Architecture
Staff respond knowing their identity is cryptographically separated from their answers. Minimum thresholds prevent group-level re-identification.
Busy-Season Timing Intelligence
Surveys deploy automatically around your firm's peak periods — not during April 14th when no one will respond.
Quarterly Diagnostic Reports
Not a dashboard of raw data. A formatted management report with findings, comparisons, and explicit next steps.
The Comparison
SurveyMonkey wasn't built
for April 15th.
Twelve capability rows. One uncomfortable conclusion.
The uncomfortable findings are what change firms.
Benchmark Your Firm FreeGet Started
See where your firm
actually stands.
Your first quarterly diagnostic is free. No credit card. No sales call unless you want one.
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Q1 2026 diagnostic included
2024 Accounting Firm Sentiment Report
48 pages. 312 firms. The data partners don't discuss at conferences.
Trusted By
Whitmore, Brennan & Cole LLP
78 staff · Chicago
Pacific Ridge Advisors CPAs
41 staff · Seattle
Delancey Street Accounting
115 staff · New York