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Digital CPA Conference 2018

DCA1829 - Client Assessments are Optional, Right?

Dec 5, 2018 9:00am ‐ Dec 5, 2018 9:50am

Standard: $49.00


Upon meeting a prospective client you conduct an interview to assess their fit as a client and your services. Then you may have a trial period to ensure you work well with the client and their needs. If you perform this due diligence is a client assessment really required? Yes! Don't skip the Client Assessment engagement; turn it into a valuable, profitable product you can sell over and over again.

In this session learn from a practitioner that has been refining this process for more than 7 years. Discover the basic components of a Client Assessment, and why providing an assessment is not optional.


  • Dixie McCurley, Partner, Digital Advisory, Client Accounting Services Leader, Cherry Bekaert Advisory LLC
Tags: Business

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