Client acceptance

Topics

June 1, 2023

Tips and tricks for onboarding new clients

Members of the AICPA Tax Practice Management Committee discuss their processes for determining whether prospective clients are a good fit for their firm and, if so, establishing that relationship.

August 1, 2021

Risk mitigation best practices

CPAs can limit liability risks by carefully drafting engagement letters, avoiding giving informal advice, fully vetting new clients, assessing the firm’s
competence to handle clients’ issues, and maintaining appropriate data security practices.

March 1, 2018

Preparing to work indirectly with the cannabis industry

As more states legalize marijuana, CPAs should consider not only whether to take on clients directly
involved but also how to counsel clients whose own businesses are involved in the industry.

September 1, 2016