Tool: PCPS Clients Goals and Challenges Worksheet
Description: Opportunity season is here! Use the Clients Goals and Challenges worksheet to guide a conversation with your clients that can help to identify opportunities to deepen your client relationships. Have these conversations now and you’ll have a head start on providing valuable service as a trusted advisor after busy season.
This PCPS 2017 PCPS Clients Goals and Challenges Worksheet is an example of the turnkey tools and solutions PCPS delivers. PCPS is an add-on firm membership section within the AICPA. A PCPS firm membership at only $35 per CPA, up to a max of $700 per firm, is a great investment for the wealth of resources. Find out if you are already a PCPS member or take a quick tour to learn more.
Download Document: february_2017_tool_-_clientgoalschallengesworksheet.pdf