Reviewing contracts with clients

June 15, 2019

Most CPAs are not attorneys and do not review contracts or practice law. However, their business owner clients may overlook essential steps that are critical to the success of their businesses if their CPAs fail to pose some common sense legal questions.

Often a CPA is the first and only professional advisor closely held or small-business owners meet with. Broadening client discussions to a wide range of business-related topics, such as the issue of customer contracts, can add value to the relationship and help clients identify issues they might otherwise overlook.

Learn what questions CPAs can ask their clients to create awareness without overstepping legal bounds.

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