Rethinking Risk Aversion
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How to Disengage Clients Right After Tax Season
Tuesday | April 11 | 11 AM MT / 1 PM ET | 45 min | FREE
Some CPAs claim to be risk averse, yet take the following risks in their accounting practice:
The hourly billing CPA risks missing out on wealth generation by leaving (truckloads) of money on the table
The generalist CPA risks being replaced sooner (by a similar generalist CPA, or by AI)
The too-busy CPA risks not providing the result the client has paid for
The overworked CPA risks burning out, and throwing in the towel on one of his life’s biggest assets
The overburdened CPA risks losing time to repeat inefficiencies and spinning
The stressed CPA risks her health
The inaccessible CPA risks losing his best clients
The heads-down CPA risks being unavailable for better opportunities
The people-pleasing CPA risks not living her own happy life
…
Some risks… are not worth taking.
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Template Disengagement Letter
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