When You Take Notes During a Client Interview

question 36

Multiple Choice

When you take notes during a client interview:

• A)try not to let the client see that you are taking notes
• B)do not explain to the client why you are taking the notes
• C)tell the client why you will be taking detailed notes
• D)ask the client to read over your notes to check for accuracy at the end of the interview

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Definitions:

Encumbrances Outstanding

Liens or claims against property or assets that are unresolved or have not been paid off, affecting an owner's ability to transfer a clear title.

Modified Accrual Basis

An accounting method that combines elements of the accrual basis and cash basis accounting, recognizing revenues when they are available and measurable, and expenses when incurred.

Purchase Orders

Official documents issued by a buyer committing to pay the seller for the supply of specific products or services at agreed prices and terms.

Expenditures

Funds spent by a business in the pursuit of profit and other business activities, including operating and capital expenses.