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How to Analyze & Quantify Risk on a Client File
Analyzing Risk on a New Client File
Analyzing the risk in a client file and what it means to your practice (6:12)
Step One - General and personality and do you mesh (4:51)
Step Two - Cursory overview of the financial statements & worst case scenario (9:40)
Step Three - Detailed look at the books and records (5:15)
Overview of the spreadsheet tool and how to use it (4:11)
Review of the system and scoring - review of the questions (16:56)
Review of a small business client example (11:59)
Review of the system and scoring - review of the questions (11:33)
Step One - General and personality and do you mesh
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