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

Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)

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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For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

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Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com

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Kapitler

1. Introduction (00:00:00)

2. Personal Experience: Firing Clients (00:00:35)

3. Understanding the Impact of Bad Clients (00:09:49)

4. When and How to Let Go of Clients (00:13:31)

5. Communicating the Firing Process (00:24:05)

6. Conclusion (00:31:05)