What type of services do you provide? Contact us for info
What fees do you charge and when? Contact us for info
What credentials/experience do you have? Contact us for info
If there is an emergency after hours, how do I reach you or your staff? Contact us for info
What are your internal checks and balances? Contact us for info
How is my confidential information protected? Contact us for info
What happens to me if something happens to you? Contact us for info
What is your succession plan? Contact us for info
Do you have a list of professionals that you outsource such as attorneys, accountants and caregivers? Contact us for info
How often will you provide me with an accounting? Contact us for info
Can you provide me with references of past or current clients or other professionals with which you have worked? Contact us for info