Found: Client Evaluation Template

BY DAVID B. TENNEY

The article, “Letting Go: Evaluating and Firing Clients” (Jan. 08, page 54), was well written and exactly on point for my firm.
 
I am the sole owner of a two-office, 23-person firm. In late 2006, my business partner unexpectedly passed away. During 2007 we had some expected—and some unexpected—changes in our client base. My overall goal for 2007 was to stabilize our client base and make sure we had no net fee revenue loss.
 
For 2008, my overall goal is to put an annual client evaluation and firing process in place. It would also include formalizing new client acceptance standards and processes.
 
Is the PCPS template for client evaluation mentioned in the article available?
 
David B. Tenney, CPA
Marietta, Ohio
 
Editor’s note: The PCPS Client Evaluation template is available at www.aicpa.org/pubs/jofa/jan2008/downloads/Client_Evaluation_v2.pdf.

SPONSORED REPORT

Keeping client information safe in an age of scams and security threats

A look at the Dirty Dozen tax scams and ways to protect taxpayer information.

TAX PRACTICE CORNER

More R&D tax help

"Can I use the R&D credit?" PATH Act enhancements make the credit more attractive to a wider range of taxpayers.

QUIZ

Learn to choose between ‘who’ and ‘whom’

Writers can stumble over who and whom (or whoever and whomever). If you write for business, this quiz can help make your copy above reproach.