Monthly Poll

We are asking our readers to contribute to our topic conversation and share a little about what they do in their firms.

Last month, we asked about what data is important to you and here is how you answered:

Q1: What do you wish you could track that is difficult?

Event/Sponsorship ROI


Client Acquisition Cost


Client Lifetime Value


Q2: What is you most important KPI that you track?

Leads that marketing generates




Proposal wins/loses



Looking at the responses to our survey, a lot of you would like to track your return on investment (ROI) on events and sponsorships.  However, many of you don’t track referrals, but do track your proposal wins/loses.  Also keep in mind, as your firm spends more money on their digital strategy, it’s important to analyze the performance of your digital campaigns.  A few things to track:  brand engagement on website, traffic sources (where your customers are coming from), landing page conversions, and social media traffic.  If you stay on top of these digital metrics, you can revise your strategy as needed to ensure a successful digital strategy moving forward.

In a recent article published by BOMA Marketing, the essential KPI for accounting firms is engagement: client satisfaction and community engagement.  Firms should be asking their clients for feedback to continue making improvements year after year.  Surveying client satisfaction will also offer insights into developing new offerings to your clients and spark conversation that often leads to additional work.

This month, we ask that you please take a minute for the minute and answer this month’s poll questions on what intimidates you about AI and if you are currently using it.