Client evaluation tool
Resources
AICPA logo
Cart
searchSearch
search
burger
AICPA logo
  • Home
Financial advosor shaking hands with a client
Resources

Client evaluation tool

2 months ago · 599 KB Download

FIRM MEMBER

EXCLUSIVE

The client evaluation tool will assist you in ranking your current clients based on several criteria. It is critically important that you answer honestly for each client and criteria. The criteria include:

  • Job risk/complexity

  • Profitability

  • Referral source/client tie-in

  • Life cycle

  • Additional potential services

  • Timeliness of payment

  • Satisfaction

This exercise will help you identify the better clients of your firm who deserve more of your time and attention. It will also indicate opportunities to make some clients better for you and

Download the client evaluation tool to identify your firm’s best clients.

File name: Clientevaluationtool.xls

Reserved for FIRM MEMBERS

Already a Private Company Practice Section member?

Log in with your AICPA account
 
Forgot email?
Forgot password?

Not a PCPS member?

Discover the benefits of AICPA membership and Private Company Practice Section firm membership. To gain access to exclusive content, your first step is to join the AICPA.

Learn more

Related content