Brief Diagnostic© Review
n Mort’s impressions of Firm performance
n Mort’s areas of concern for the Firm
n Action plan recommendations
Morden S. Shapiro & Associates Inc.
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This is a “brief” version of Mort’s more comprehensive Diagnostic Review of an Accounting Practice©. During this “Brief Diagnostic”© Mort addresses the following functional areas of your practice:
n Financial
n Technology
n Human Resources
n Marketing
The “Brief Diagnostic”© consists of a review of documents and other information as well as interviews of a selection of partners and staff. Mort presents his findings to the partners in the form of a Memorandum of Findings organized as follows:
