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picture1_Excel Sheet Download 12125 | Client Continuance Tool | Business Form Tools


 74x       Filetype XLS       File size 0.09 MB       Source: www.aicpa.org


File: Excel Sheet Download 12125 | Client Continuance Tool | Business Form Tools
sheet 1 continuance evaluation client continuance evaluation tool this tool can assist with client relationship continuance decisions based on several criteria it is critically important that you answer honestly for ...

icon picture XLS Filetype Excel XLS | Posted on 07 Jul 2022 | 3 years ago
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...Sheet continuance evaluation client tool this can assist with relationship decisions based on several criteria it is critically important that you answer honestly for each be tailored to the firm s specifications step evaluate your risk and profitability keep in mind sometimes unprofitable engagements a higher because people are not spending enough time ensure thorough audit due budget constraints name job riskcomplexity referral sourceclient tie life cycle additional potential services timeliness of payment satisfaction score comments no or more excellent referrertied an quot emerging growth could doing lot days fewer great work our team enjoys them below average occasional another mature few opportunities good environment b possible referrer if asked transitional uncertainty full now but future ok we get through c above tied startup entrepreneurial reached stressful at times d less high referralno state decline doesn t value what do over hates us treats poorly determine fit rate char...

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