An Accountant's Checklist to Prepare for Client Meetings

Download this free checklist, "An Accountant's Checklist to Prepare for Client Meetings," to learn questions to ask to facilitate information exchange and build relationships with clients. 

Questions include:

• Do you annually budget for your expected cash requirements?
• Do you know your Gross Margin, and is it comparable to your peers?
• Can you describe your ideal customer?