You will be addressing the following:
Inventory of Items Reviewed: You will review all the material for the category that your client has provided. If required items are missing you will note what is missing, determine why it’s missing and note specific questions for your client to help you secure info from your client.
Positive Elements: Using the best practices checklist you create for the relevant reading topics, what are the positive elements of what your client gave you and their related current practices?
Recommendations: By the nature of our clients, there should be at least three specific suggestions you could make that would improve the client’s financial practices and overall fiscal health regarding the info you have reviewed and assessed for each of the Assessment Assignments. You will offer THREE recommendations related to the focus of the specific Client Assessment.

  

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