Trusted Client Adviser Identify & Prioritize Tool – March PCPS Tool

by Private Companies Practice Section (PCPS) | Mar 07, 2018

Tax season is busy, but it is also a great opportunity to reinforce your value as a trusted adviser to your clients. Use your client meetings during busy season to ask questions that identify additional opportunities where you may be of service. Taking a few minutes to ask questions of your clients helps build a more loyal client and increases the likelihood that your client will recommend you to his or her peers. Use these sample questions to develop your role as a Trusted Client Advisor.

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The PCPS Trusted Client Adviser Identify & Prioritize Tool is an example of the turnkey tools and solutions PCPS delivers. PCPS is an add-on firm membership section within the AICPA. A PCPS firm membership at only $35 per CPA, up to a max of $700 per firm, is a great investment for the wealth of resources. Find out if you are already a PCPS member or take a quick tour to learn more.

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