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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
Manage episode 444119410 series 3359646
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
🎉 Cyber Monday Sale – 20% Off All Workflow Queen Programs
👉🏼 Click here: workflowqueen.com/courses
🛒 Use code: CYBER20 at checkout!
Hurry, the sale ends December 4th at midnight!
💸 Are you ready to take control of your firm’s profitability?
The Client Profitability Tracker helps you analyze margins, adjust rates, and streamline for more profit—all for $97! Stop guessing and start making data-driven decisions.
👉🏼 Grab your Client Profitability Tracker now: workflowqueen.com/profitcheck
Κεφάλαια
1. Introduction (00:00:00)
2. Personal Experience: Firing Clients (00:01:36)
3. Understanding the Impact of Bad Clients (00:10:50)
4. When and How to Let Go of Clients (00:14:32)
5. Communicating the Firing Process (00:25:07)
6. Conclusion (00:32:07)
98 επεισόδια
How and When to Fire Clients: Best Practices for Bookkeepers & Accountants
Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)
Manage episode 444119410 series 3359646
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
🎉 Cyber Monday Sale – 20% Off All Workflow Queen Programs
👉🏼 Click here: workflowqueen.com/courses
🛒 Use code: CYBER20 at checkout!
Hurry, the sale ends December 4th at midnight!
💸 Are you ready to take control of your firm’s profitability?
The Client Profitability Tracker helps you analyze margins, adjust rates, and streamline for more profit—all for $97! Stop guessing and start making data-driven decisions.
👉🏼 Grab your Client Profitability Tracker now: workflowqueen.com/profitcheck
Κεφάλαια
1. Introduction (00:00:00)
2. Personal Experience: Firing Clients (00:01:36)
3. Understanding the Impact of Bad Clients (00:10:50)
4. When and How to Let Go of Clients (00:14:32)
5. Communicating the Firing Process (00:25:07)
6. Conclusion (00:32:07)
98 επεισόδια
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