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Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)
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How and When to Fire Clients: Best Practices for Bookkeepers & Accountants
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Το περιεχόμενο παρέχεται από το Alyssa Lang. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Alyssa Lang 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.
In this solo episode, Alyssa Lang covers the essential steps and strategies for gracefully firing clients while protecting your business integrity. Alyssa deep dives into implementing clear disengagement policies, managing client boundaries, and ensuring smooth transitions to foster a healthier, more aligned client base for your firm.
In this episode you’ll hear:
- How to determine if you are ready to fire a client
- When to fire a client and the logistics that go with it
- How to communicate to your client that you are firing them
- How to be ready to make space for new, and more aligned clients
Resources mentioned in this episode:
💻 Breakthrough for Bookkeepers & Accountants
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen
For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: workflowqueen.com
Check out our courses: workflowqueen.com/courses
Follow the Blog: workflowqueen.com/blog
Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq
Connect on Instagram: instagram.com/workflowqueen
Connect on Facebook: Facebook.com/workflowqueen
Podcast Publishing Tools we use:
- Podcast Editing: Ian Gilliam: iangilliam.com
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Κεφάλαια
1. Introduction (00:00:00)
2. Personal Experience: Firing Clients (00:00:35)
3. Understanding the Impact of Bad Clients (00:09:49)
4. When and How to Let Go of Clients (00:13:31)
5. Communicating the Firing Process (00:24:06)
6. Conclusion (00:31:06)
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