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Attractive CPA firm prospect concealing integrity, scope, deadline, payment, security, and capacity risks before acceptance
03 Aug

CPA Firm Client Acceptance Checklist: Screen Risk, Fit, Scope, and Capacity Before Saying Yes

Firm Operations

By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: August 3, 2026  |  42-minute read TL;DR — The Short Answer A CPA firm client acceptance checklist should determine whether the prospective client and specific engagement can be served ethically, competently, securely, profitably, and on time before

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