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    Evaluation of Prospective Client Form

    Uploaded by

    Dyanne Yssabelle Distura
    The document is an evaluation form for a prospective client of the firm Arago, Distura, Endaya, Abbagu & Co. It includes sections for an evaluation summary and approval, as well as details on the prospective client such as their form of organization, business description, referrals, key contacts, previous auditors, reasons for considering the firm, potential conflicts or risks, engagement details, available team, and estimated fees. The form is used to determine whether or not the prospective client should be accepted.

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    © All Rights Reserved
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    Evaluation of Prospective Client Form

    Uploaded by

    Dyanne Yssabelle Distura
    85 views2 pages
    The document is an evaluation form for a prospective client of the firm Arago, Distura, Endaya, Abbagu & Co. It includes sections for an evaluation summary and approval, as well as details on the prospective client such as their form of organization, business description, referrals, key contacts, previous auditors, reasons for considering the firm, potential conflicts or risks, engagement details, available team, and estimated fees. The form is used to determine whether or not the prospective client should be accepted.

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    EVALUATION-OF-PROSPECTIVE-CLIENT-FORM.doc

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    The document is an evaluation form for a prospective client of the firm Arago, Distura, Endaya, Abbagu & Co. It includes sections for an evaluation summary and approval, as well as details on the prospective client such as their form of organization, business description, referrals, key contacts, previous auditors, reasons for considering the firm, potential conflicts or risks, engagement details, available team, and estimated fees. The form is used to determine whether or not the prospective client should be accepted.

    Copyright:

    © All Rights Reserved
    Download as DOC, PDF, TXT or read online from Scribd
    Download as doc, pdf, or txt
    85 views2 pages

    Evaluation of Prospective Client Form

    Uploaded by

    Dyanne Yssabelle Distura
    The document is an evaluation form for a prospective client of the firm Arago, Distura, Endaya, Abbagu & Co. It includes sections for an evaluation summary and approval, as well as details on the prospective client such as their form of organization, business description, referrals, key contacts, previous auditors, reasons for considering the firm, potential conflicts or risks, engagement details, available team, and estimated fees. The form is used to determine whether or not the prospective client should be accepted.

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    © All Rights Reserved
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    Arago, Distura, Endaya, Abbagu & Co.

    EVALUATION OF PROSPECTIVE CLIENT FORM

    Section I: Evaluation Summary and Approval


    Conclusion: Based on the result of the evaluation procedures performed, I am satisfied that the
    evaluated entity:
    Should be accepted as client of the firm
    Should not be accepted as client

    Approvals:

    Name and Signature Date

    Section II: Evaluation Information

    Form of Organization

    Brief Description of the entity’s business

    Name and business or professional affiliation


    of person who referred the prospective client

    Name and position of the prospective client’s


    officer who will be engaging us and to whom
    we will be reporting

    Who is the current or prior auditor?

    Why is the prospective client considering us?

    Any possible conflict of interest or


    independence?

    Document possible risks to our firm in


    engaging with this prospective client

    Nature of our engagement


    Arago, Distura, Endaya, Abbagu & Co.

    Do we have the right engagement team for this


    engagement?
    Detail here the estimated fees and recovery rate
    for the prospective engagement

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