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Tool: PCPS Clients Goals and Challenges Worksheet

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.

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