Client Goals & Challenges Worksheet
The Client Goals & Challenges Worksheet will assist you in understanding and evaluating your client?s needs in acting as their Trusted Client Adviser. This customizable tool illustrates your value and assists in narrowing the client?s goals and challenges to which is most important in the immediate future.
We are the American Institute of CPAs, the world’s largest member association representing the accounting profession. Our history of serving the public interest stretches back to 1887. Today, you'll find our 431,000+ members in 130 countries and territories, representing many areas of practice, including business and industry, public practice, government, education and consulting.
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