Opportunity season is here! Use the Clients Goals and Challenges worksheet to guide a conversation with your clients that can help to identify opportunities to deepen your client relationships. Have these conversations now and you’ll have a head start on providing valuable service as a trusted advisor after busy season.
to the Member's Only Section for Access to Tool
In partnership with the AICPA Private Companies Practice Section (PCPS), the ISCPA is excited to offer a free rotating tool available every month. The tool will be available on the member's only page from the beginning of each month until the end, and then will be replaced by another tool. Take advantage of this free resource by checking in frequently.