Client Acceptance Evaluation Tool
Resources
AICPA logo
Cart
searchSearch
search
burger
AICPA logo
  • Home
Abstract light blue image
Resources

Client Acceptance Evaluation Tool

11 months ago · 200.7 KB Download

AICPA MEMBER

ACCESS

Resource

available

Firms should be diligent in the process of determining and accepting new clients. This tool can assist with client acceptance decisions to ensure the client is a good fit for the firm. Use of the client acceptance tool can lead to new opportunities to provide services to clients and also highlight potential challenges.

Using a pre-set list of twenty various characteristics regarding potential client relationships, firms can use the client acceptance tool to rate different areas such as:

  • Complexity,

  • Competence,

Download the Client Acceptance Evaluation Tool

File name: client-acceptance-evaluation-tool.xlsx

Reserved for AICPA members

Already an AICPA member?

Log in with your AICPA account
 
Forgotten email
Forgotten password

Not an AICPA member?

Discover the benefits of AICPA membership

Mentioned in this article

Topics

Subtopics

Manage preferences

Related content