Establishing sound client acceptance procedures

is the topic of this article.  A list of procedures related to client integrity is included, along with aspects related to risk of the client.   The process of formalizing the  client acceptance is a recommended proactive approach that will serve well.    http://www.journalofaccountancy.com/Issues/2013/Jul/20137770.htm

Requests for Client records

This article highlights some of the issues surrounding requests for client records.   A CPA is well advised to be informed ahead of such requests so that actions are appropriate and do not create any kind of negative exposure for various reasons.  http://www.journalofaccountancy.com/Issues/2013/Feb/20126773.htm

Metrics CPA firms might use

about client retention.   These are 12 qualitative matters.   http://blog.aicpa.org/2013/01/the-defining-dozen-12-metrics-cpa-firms-should-track.html#sthash.G3GxiFR5.4DevgdMR.dpbs