315 Nine Reasons for CPAs to Disengage Clients

Business Strategy for CPA's

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2M ago 20:55

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If you don’t fire client who need to be disengaged or fired, you risk:

Getting resentful
Reducing work efficiency
Not enjoying your work
Not enjoying your accounting firm
Staff suffering or feeling demoralized
Staff leaving
Not having capacity for a great client to onboard

Lest I sound cold-hearted, I always advocate for letting clients go with integrity and respect.

Template Disengagement Letter »

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JOIN PEAK FREEDOM
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326 episode

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