Case Study: Perkins & Co Improves Client Experience with ClearlyRated NPS® Surveys

How Perkins & Co Leverages ClearlyRated’s NPS® Survey Program to Measure and Improve the Client Experience

Perkins & Co, the largest provider of accounting services in Portland, Oregon, wanted a better way to understand client sentiment, identify service gaps, and strengthen relationships across the firm. To do that, they partnered with ClearlyRated and adopted its NPS® survey program to measure client satisfaction in a more authentic, unbiased way.

ClearlyRated helped Perkins & Co implement annual client surveys that captured both quantitative scores and qualitative feedback, enabling the firm to respond to detractors, reinforce what was working, and improve internal communication standards. The results helped Perkins drive meaningful cultural change, inform new core values and purpose, and showcase strong client satisfaction—most recently, 84% of clients gave Perkins a 9+ rating, supporting their Best of Accounting recognition and reputation as one of Oregon’s most admired firms.

Perkins & Co

Nicola Fleming

Director of Marketing