☛ What are the first questions you ask about a new client or project?

☛ What is your client portfolio?

☛ Walk me through the process of assessing our current financial status.

☛ How do you check your work for accuracy? (e.g. ensuring correct data entry in large spreadsheets)

☛ What methods/metrics do you use to evaluate a company’s performance?

☛ What is a cash flow statement? Is this enough to tell whether a company is profitable?

☛ What financial management software do you have experience working with?

☛ In your opinion, what are the biggest untapped markets and most challenging financial regulations in our industry?