Service Extension Opportunities Checklist
This checklist will help CPA firms identify opportunities for additional services when an engagement is completed. One should be turned in to the partner in charge on completion of each, yearend engagement. Client name Prepared by Date Approved by Date Check one of the three columns for each service listed below. C = Current service P = Potential service N/A = Not applicable TAX SERVICES Responsible employee C P N/A [] [] [] Yearend tax preparation [] [] [] Quarterly payroll tax preparation [] [] [] Change of form of entity or yearend [] [] [] Estate planning (wills, trusts or gifts) [] [] [] Internal Revenue Service examinations [] [] [] Life insurance analysis [] [] [] Retirement and fringe-benefit plans [] [] [] Incorporation [] [] [] Multistate taxation [] [] [] Personal financial planning [] [] [] Reorganization or liquidation of the business [] [] [] S vs. C corporation [] [] [] Sales or exchanges of business property [] [] [] Shareholder distributions or transfers [] [] [] Tax savings [] [] [] Section 401(k) plan design [] [] [] Pension plan administrative accounting [] [] [] Section 125 plans [] [] [] Individual tax return of chief executive officer [] [] [] Other MANAGEMENT CONSULTING SERVICES Responsible employee C P N/A [] [] [] Acquisition review [] [] [] Business valuation [] [] [] Computer systems consultation [] [] [] Costing systems [] [] [] Feasibility studies [] [] [] Financing, restructuring or reorganization [] [] [] General business planning or budgeting [] [] [] Employee manual [] [] [] Compensation and benefits program [] [] [] Strategic planning [] [] [] Inventory or production controls [] [] [] Job search [] [] [] Litigation support [] [] [] Management review [] [] [] Market research or competitor analysis [] [] [] Operations review [] [] [] Personal consulting [] [] [] Third-party review of electronic data processing [] [] [] Cash flow projection [] [] [] Industry comparison [] [] [] Other GENERAL BUSINESS AND COMPUTER SERVICES Responsible employee C P N/A [] [] [] Accounts payable check writing [] [] [] Payroll check writing [] [] [] Accounts receivable or customer billing [] [] [] Automated general ledger [] [] [] Bookkeeping services [] [] [] Spreadsheet applications [] [] [] Timekeeping services [] [] [] Depreciation schedules [] [] [] Programming services [] [] [] Health care reporting [] [] [] Personal computer software [] [] [] Database development [] [] [] Other ACCOUTING SERVICES Responsible employee C P N/A [] [] [] Accounting system review [] [] [] Audit [] [] [] Compilation [] [] [] Review [] [] [] Lease vs. …