How and When to Fire Clients: Best Practices for Bookkeepers & Accountants

OCT 8, 202432 MIN
Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)

How and When to Fire Clients: Best Practices for Bookkeepers & Accountants

OCT 8, 202432 MIN

Description

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

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