Key Qualifiers

10 Questions for Our Clients

  • How often does you controller prepare a trial balance?
  • Have you identified and measure key performance indicators?
  • Do you have an annual audit or review report prepared by an independent CPA?
  • Do you have debt or other requirements which requires annual financial statements?
  • If so how soon after year end are the statements completed and ready for delivery?
  • How many post closing journal entries are made to more accurately reflect the final operating results of your financial statements?
  • Do you have a business plan in written form?
  • Have you summarized your most significant business worries/risks?
  • Have you assessed each worry/risk between those which you can control and those you can only manage?
  • Do you have someone assigned to manage each worry/risk for you?



Buzzelli Advisory Services
620 Kingsberry Circle
Pittsburgh, Pa. 15234

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