Nine Reasons for CPAs to Disengage Clients
Are you holding on to clients you wish you could let go?
If you don’t fire clients 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 the capacity to onboard a great potential client
It’s not worth holding on to clients who are not good or great for your business. But letting them go can be challenging. Lest I sound cold-hearted, I always advocate for letting clients go with integrity and respect.
I hope this episode provides a dose of courage and clarity: clients of mine who let go of their problem clients say the same thing. “It was hard, but I feel so relieved.”
Here is the Template Disengagement Letter » I mentioned in the episode.