CONSIDER YOUR EXPECTATIONS OF A CPA
FIRM:
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1. |
What have
you liked and what have you disliked about prior CPA firm
experiences? |
|
2. |
What is
the ideal relationship you are looking to have with your
CPA firm? |
|
3. |
How well
can you specify the services you desire? Would you like
our assistance in proposing alternatives? |
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4. |
How can
we be the most helpful and of the greatest value to you? |
|
5. |
What are
the types of issues or circumstances for which you expect
us to be proactive? When do you expect
us to ask
permission? |
|
6. |
Generally, what is your expectation of a reasonable
turnaround time? |
|
7. |
In what
manner would you best appreciate we maintain contact with
you? |
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8. |
Which
other service firms do you employ? Which financial
institutions do you use? With whom would you
expect
us to work closely? |
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.
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