PCPS Client Evaluation Tool

As many of us start planning for busy season, an evaluation of your client list is a healthy process for firms of all sizes. A client's value is determined far beyond fees and timeliness of payments. Making a quantified judgment includes considerations such as job risk or complexity, client’s life cycle and additional potential services. This tool, part of the Trusted Client Adviser Toolbox, will help you identify the better clients of your firm who deserve more of your time and attention.

*This tool is an example of the turnkey practice management tools and resources 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 a broad range of practice management resources. Find out if you are already a PCPS member or take a quick tour to learn more.