It’s Okay to Say No to Clients (Even the Large Ones)

Working with “smaller” clients can often be more rewarding – and profitable – than “big” clients.

By Frank Stitely
The Relentless CPA

There’s a reason you aren’t actively training clients to allow you to work efficiently. You’re afraid that you’ll lose clients.

I guarantee that you will.

MORE: Control Your Time: Avoid Ambush Meetings and Calls | Get Clients to Bring Tax Docs Early … Yes, EARLYWhy Time Tracking Still Matters | Make Fewer Mistakes, Increase Revenue and Capacity | Six Ways to Create a Millennial-Friendly Firm | Do You Know Your Turnaround Time?
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Clients have trained you to be inefficient. They’ll resist retraining. Some of them will leave and infect someone else’s practice.

The reason you fear losing clients is that you fear you can’t replace them.