--- generated_by: surveylegend-page-markdown title: Bookkeeping Services Survey Template | SurveyLegend description: Ask clients about bookkeeping handoffs, report timing, explanations, and corrections. Adapt the questions and create your survey in SurveyLegend. canonical: https://www.surveylegend.com/survey-examples-templates/financial-services-surveys/bookkeeping-services-template/ --- # Bookkeeping Services Survey Template This bookkeeping services survey template asks clients about sending records, receiving reports, understanding explanations, and getting corrections handled. Use it after a reporting cycle to find where the service process needs attention. [Try this template ](https://app.surveylegend.com/register/)[Preview template](https://www.surveylegend.com/survey-examples-templates/financial-services-surveys/bookkeeping-services-template/#try-template) Preview on a device Show the desktop survey layout Show the tablet survey layout Show the mobile survey layout ![](https://www.surveylegend.com/survey-template-media/demo-backgrounds/bookkeeping-services-template-background.avif) **SurveyLegend** 1 / 7 Bookkeeping Services Survey Which part of the bookkeeping service did you use during this period? Sending records only Reviewing reports only Both sending records and reviewing reports +2 more answer choices Next → Bookkeeping Services Survey [Preview](https://www.surveylegend.com/survey-examples-templates/financial-services-surveys/bookkeeping-services-template/#try-template) Share [Facebook ](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.surveylegend.com%2Fsurvey-examples-templates%2Ffinancial-services-surveys%2Fbookkeeping-services-template%2F)[LinkedIn ](https://www.linkedin.com/sharing/share-offsite/?url=https%3A%2F%2Fwww.surveylegend.com%2Fsurvey-examples-templates%2Ffinancial-services-surveys%2Fbookkeeping-services-template%2F)[X ](https://x.com/intent/tweet?url=https%3A%2F%2Fwww.surveylegend.com%2Fsurvey-examples-templates%2Ffinancial-services-surveys%2Fbookkeeping-services-template%2F\&text=Bookkeeping%20Services%20Survey%20Template)[Reddit](https://www.reddit.com/submit?url=https%3A%2F%2Fwww.surveylegend.com%2Fsurvey-examples-templates%2Ffinancial-services-surveys%2Fbookkeeping-services-template%2F\&title=Bookkeeping%20Services%20Survey%20Template) This bookkeeping services survey template asks clients about sending records, receiving reports, understanding explanations, and getting corrections handled. Use it after a reporting cycle to find where the service process needs attention. A late report and an unclear request for records can create different problems for a client. Separate the handoff from the finished work so your next service review leads to a specific change. ## When to use this survey Use the survey after a named month or quarter of bookkeeping service. Invite clients who directly manage the records or review the reports, and create a separate response for each business relationship. SurveyLegend can collect feedback about the service experience; these answers do not audit the books or establish tax compliance. For a broader relationship review, use the [customer satisfaction ](https://www.surveylegend.com/survey-examples-templates/customer-satisfaction-survey-template/)template. **Create your bookkeeping services survey in SurveyLegend** A late report and an unclear request for records can create different problems for a client. Separate the handoff from the finished work so your next service review leads to a specific change. ## 7 questions for your bookkeeping services survey Think about the bookkeeping service for the reporting period named above. Describe the service process without including figures, account details, tax information, or client records. Every question is optional. Try the survey ## A little feedback. A clearer picture. Explore this 7-question example at your own pace. Every question is optional. Preview on a device Show the survey at full desktop width Resize the survey to a tablet-width preview Resize the survey to a mobile preview with scrolling inside the frame Choose a look Use Classic: a white survey card over the background photo Use Light: dark text over a light tint covering the background photo Use Dark: light text over a dark tint covering the background photo SurveyLegend demo Question 1 of 7 ### Bookkeeping Services Survey 01 Which part of the bookkeeping service did you use during this period? Choose one answer, or skip this question. Sending records only Reviewing reports only Both sending records and reviewing reports Another part of the service I did not use the service during this period 02 How clear were the requests for the records you needed to provide? Choose one answer, or skip this question. Not at all clear Slightly clear Moderately clear Very clear Extremely clear Not applicable 03 How easy was it to provide the requested records through the agreed process? Choose one answer, or skip this question. Very difficult Somewhat difficult Neither easy nor difficult Somewhat easy Very easy Not applicable 04 When did you receive the agreed reports? Choose one answer, or skip this question. Before the agreed date By the agreed date After the agreed date I am still waiting and the agreed date has passed The agreed date has not arrived No date was agreed Not applicable 05 How clear were the explanations of the reports? Choose one answer, or skip this question. Not at all clear Slightly clear Moderately clear Very clear Extremely clear I did not receive an explanation Not applicable 06 If you requested a correction, what is its current status? Choose one answer, or skip this question. Resolved Partly resolved Still open I do not know I did not request a correction 07 What one change would make the bookkeeping service easier to work with? Share your answer, or skip this question. #### One last look Review your answers before submitting this demo. 0 answered #### Thank you for trying the survey! You’ve tried the template from the respondent’s side. Make it your own with SurveyLegend. [Create your own survey](https://www.surveylegend.com/register/) Checking submission availability… This is a demo. We count starts and submissions only. Your answers stay in your browser and are never sent or saved. **—**Starts **—**Submissions Activity is temporarily unavailable. ## Customize your bookkeeping services survey Name the reporting cycle and use the report labels your clients recognize. Keep choices for work not yet due and for clients who did not request a correction. Avoid [leading questions ](https://www.surveylegend.com/survey-questions/leading-questions/)such as wording that assumes every deadline was met. Explain a separate route for detailed corrections so financial records do not end up in a general feedback field. ## Printable bookkeeping services survey Use the blank version in a client service-review meeting. Keep financial documents out of the feedback form and agree how the completed questionnaire will be returned. Review paper replies through your chosen process; downloading the form does not connect its answers to online results. ![First page of the printable Bookkeeping Services Survey Template with questions and answer spaces](https://www.surveylegend.com/survey-template-media/pdf-previews/bookkeeping-services-template-pdf-preview.avif) [![](https://www.surveylegend.com/user-guide-media/icons/download-pdf.svg) Download Bookkeeping Services Survey Template (PDF)](https://www.surveylegend.com/downloads/survey-templates/bookkeeping-services-survey-template.pdf) Export bookkeeping services survey as PDF ## Create this survey with AI The prompt below includes the bookkeeping services survey questions and response settings. Copy this prompt into an AI assistant to draft the questions. Review the draft, then build and customize the survey in SurveyLegend before sharing. Create this survey with AI [](https://www.surveylegend.com/register/) Copy the prompt into an AI assistant to draft the questions, then build your survey in SurveyLegend. Already have an account? [Sign in](https://app.surveylegend.com/login/) to create your survey. ## How to use the answers First separate record senders from report reviewers. Read delivery answers against the agreed date: no date agreed calls for a different fix from a missed deadline. Review correction status without treating the number of survey comments as an accounting error rate. Use [open-ended data ](https://www.surveylegend.com/how-to-analyze-survey-results/open-ended-data/)guidance to group requests for clearer instructions, more understandable explanations, or better follow-up. Assign a service action and review it after the next reporting cycle. Cuadra’s (2020) master’s thesis abstract describes a goal to address “gaps, delays, reworks, and errors encountered.” The action research concerns one outsourced accounting and bookkeeping relationship. That focus informs the separate handoff, timing, and correction questions here; it does not establish typical industry error rates or prove the accuracy of a client’s books. Read the [bookkeeping process thesis ](https://animorepository.dlsu.edu.ph/etd_masteral/6042/). This original questionnaire has not been scientifically validated. ## Frequently asked questions ### Does this check whether the books are accurate? No. It asks clients about the service they experienced. Technical review, reconciliation, and any audit of the records need their own process. ### Should clients attach reports or account details? No. This version has no upload field and does not ask for financial records. Give clients the agreed secure route for specific corrections or account questions. ### When should the survey be sent? Send it after a defined reporting cycle, when clients have had a chance to receive and review the work. Keep not-yet-due and no-date-agreed answers so timing is interpreted fairly. Financial Services Survey Templates 1. [![Preview of the Bank Customer Satisfaction Survey Template showing its first question and answer choices](https://www.surveylegend.com/survey-template-media/previews/bank-customer-satisfaction-template-preview.avif) Bank Customer Satisfaction Survey Template Financial services A friendly welcome does not tell you whether a customer understood what to do next. Ask about the visit step by step so service teams can distinguish a wait, an unclear explanation, and an unfinished request.](https://www.surveylegend.com/survey-examples-templates/financial-services-surveys/bank-customer-satisfaction-template/) 2. 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