Client Assessment Checklist
By Suzanne M. Holl, CPA
Any client, whether new or established, can become problematic for a variety of reasons. For example, a problem client may—
Any client, whether new or established, can become problematic for a variety of reasons. For example, a problem client may—
- be unhappy with the results of an engagement, though there was nothing wrong with the services performed;
- believe that the CPA rendered substandard services (especially if the client is unhappy with the results);
- manage financial affairs poorly, creating maelstroms for which the CPA is held responsible;