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315 Nine Reasons for CPAs to Disengage Clients
Manage episode 440545074 series 3477259
Το περιεχόμενο παρέχεται από το Geraldine Carter. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Geraldine Carter ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
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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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Link to full shownotes:
https://www.businessstrategyforcpas.com/
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If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails.
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Readers say they love it because they’re short and on point.
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