You have worked hard for the opportunity to meet with a new prospect. You only get one chance to make an outstanding first impression and to present your CPA firm’s capabilities in the best possible light. Are you ready?
For CPAs and business advisors, thought-provoking questions are the most valuable tool for learning a client’s business and financial challenges. When you ask thought-provoking questions about potential problems or opportunities, it expands a person’s perception of what you can do for them.