PCPS Client Selection and Tracking Tool
Use this worksheet in conjunction with the Good Fit Client Tool to assist in identifying clients that may be receptive to and benefit from your Trusted Client Adviser services.
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.
Association of International Certified Professional Accountants. All rights reserved.
