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.

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