Identify & Prioritize Tool
The Identify & Prioritize Tool will assist you in understanding and evaluating your client?s needs in acting as their Trusted Client Adviser. This customizable tool provides sample questions to determine and prioritize your client?s current projects or items of concern.
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.
