It was a thin letter.

From our pediatrician.

Informing us (and 1000+ local families)

that we were being disengaged.

...

She was off to pursue an MS in Child Psychology in Boston

To provide better care to children.

To deepen her understanding of child wellness.

To give her children-patients better outcomes.

…

I was being disengaged.

...

Of course, for a flash, I thought, “Shoot, that s---ks.”

But only for a flash.

Because my immediate second thought was,

“Good for her!”

and

“That’s so cool!”

and

“How exciting!”

and

“What an adventure!”

and

"Wow, she'll be even more amazing!"

and

"What a gift to her future patients!"

…

Surely, some of her relationships had been long-standing.

Surely, some of us (or our kids) had been her first patients.

It's normal that saying "Goodbye for now, until we meet again" would bring lament.

...

...

…

Now, to you.

…

You might be wary of client responses.

Or client upsetness.

…

But only an imp would have a real, genuine, protracted hissy fit.

Only an imp would direct said hissy fit at you.

…

Imps need not be on your client roster.

…

You are taking your business somewhere.

Somewhere positive.

Somewhere that excites and inspires you.

Somewhere that will be better for your clients and for you.

….

Your existing clients want the best for you.

They want nothing less than the best for you.

….

We were without a pediatrician for two years.

It was fine.

Really.

Now we have a new one we like even more.

…

Your clients will be fine without you.

Really.

…

Here is a TEMPLATE DISENGAGEMENT LETTER.

…

Now, go chase your dreams.

ARE YOU READY TO WORK LESS?

Consider the next cohort of Down to 40 Hours CPA Mastermind.

In this powerful 4-month program, we address key challenges in your firm. Expect to:

• Fix pricing issues and get guidance on increasing prices without overdoing or underdoing it

• Disengage excess, non-fit, and problem clients at a pace you’re comfortable with

• Create packages while knowing how to navigate scope creep

• Start focusing on a niche without feeling like you’re jumping off a ledge

• Be in a community of like-minded CPAs on a similar journey

• Get the support, sounding board, and accountability you need to move forward with confidence

Design the firm you want to own instead of the one you think you’re supposed to build.
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