With clarity.

…

You are under no obligation to say yes to any prospect.

…

Here’s a sample script:

“Thank you so much for reaching out and considering our firm for accounting services.

You deserve a high level of service when it comes to accounting and tax. At this time, we are not accepting new clients.

We wish you the best of luck in your business, and again, thank you for reaching out.”

….

Some variations on the theme in case you find them useful.

.

If you’re beyond capacity for the foreseeable future:

Unfortunately, we cannot take new clients at this time.

.

If you’re at capacity through the end of tax season:

Unfortunately, we are not accepting new clients until May 1st.

OR

We have made the difficult decision to stop accepting new clients through May 1st.

.

If the prospect is outside your niche:

We have made the difficult decision to stop accepting new clients who are outside our area of expertise.

OR

Given that we focus on a different industry, we don’t believe we are a good fit for you at this time.

.

If you feel like you need a reason or justification (you don’t!), there’s:

Due to the significant changes that have take place in the tax landscape over the last few years, we are not accepting new clients at this time.

…

If you take on a client you either don’t have capacity for, or don’t want to work with, they will suffer, and so will you.

It is better for your business and better for your prospect when you are clear.

COACHING OPTIONS

Down to 40 Hours: CPA MASTERMIND
Get in control of your accounting practice so you have the freedom to live the life you want, while enjoying your work. You'll make just as much, while cutting the chaos and overwhelm. Registration opens May 7th.
Get on waitlist »
$7,500

NEW – Down to 40 Hours: VIDEO COURSE
For the single-owner CPA who wants expertise at a lower price, get instant access to the 30+ video lessons, bonus trainings, templates, worksheets, and exercises that form the backbone of Down to 40 Hours CPA Mastermind, but without the community support, Slack access, Office Hours.
Get access »
$997

Single Strategy Session
Perfect for the person who needs a dose of clarity fast, so they can keep moving.
Strategy Session »
$495

Template Disengagement Letter
Make the process a little easier.
Make your own copy »
Free

Know a CPA who's overwhelmed or overworked? Please consider forwarding them this email :) and thanks!

Received this email from a friend, and you want in? You can subscribe here.

Fair warning: I send 4+ emails per week. If that's too much, put'em in a folder to read with your Saturday AM coffee, or unsubscribe below.

Typoes are freee; your welcome. :)

Got a topic idea, or a question? Send it my way. I love hearing from you.