Resources for accounting firms
Needs Review Checklist
Good client conversations don't happen by accident. These questions are designed to get people talking, because when clients talk, you find out what's really going on. The concerns that matter most rarely come out first. Listen carefully, follow the thread, and ask the follow-up that digs a little deeper. Avoid anything that can be answered with a yes or no, and tailor these questions to your client and your natural style.