PCPS Trusted Client Adviser Identify and Prioritize Tool

Use your client meetings during busy season to ask questions that identify additional opportunities. Use these sample questions to develop your role as a Trusted Client Advisor.

*This PCPS Identify & Prioritize Tool is an example of the insights and resources PCPS delivers. PCPS is an add-on firm membership section within the AICPA. A PCPS firm membership at only $35 per CPA, up to a max of $700 per firm, is a great investment for a broad range of practice management resources. Find out if you are already a PCPS member or take a quick tour to learn more.