HI @Michelle_ProAdv,

You know that saying be careful what you ask for..... @Anonymous is the secret gatekeeper of all things checklist oriented with Intuit. 

QuickBooks Desktop Client File Review Checklist

The link takes you to a massive checklist that all of the things we could think of to go through while evaluating a potential clients file.  With your permission, I would like to take you list and add anything that may be missing so I can continue to grow the list for anyone to use. Would that be OK?