TYPICAL QUESTIONS WE ARE PREPARED TO ANSWER FOR YOU:

1. What is your firm’s position in the marketplace?
2. May we see a copy of your firm’s peer review report?
3. How would you describe your firm's service niches, general or specialized?
4. How would you describe some typical clients you serve?
5. Very briefly, what is your firm’s history?
6. What are your billing policies, and will you be flexible with our desires or requirements?
7. May we meet the CPA(s) who might work on our account?
8. May we tour your office to test its convenience and atmosphere?
9. Are you willing to provide references?

Making arrangements for a courtesy meeting:

Please call one of our CPAs to arrange a convenient time and location to begin a conversation.  Please consider reserving one to two hours of time, subject to your availability.

 

© 2004 DiLorenzo & Company, PC.  All rights reserved.

home  |  client  prospective client  cpa  locations  directory