Michelle Long and Sandi Leyva, Author at CPA Trendlines

How to Fire a Client

BONUS: Sample Client Disengagement Letter.

By Sandi Leyva and Michelle Long

How many clients have you fired?

MORE SMALL FIRM GROWTH STRATEGIES: What to Do When a Client Doesn’t Pay | The Dreaded ‘Quick Question’ | How to Handle Referrals – And How Not To | Why Clients Need Dashboards | Five Ways to Raise Your Prices | Your Existing Clients Are Your Best Leads | Need More Business? Focus on Referrals

Let’s talk about firing a client because sometimes you do need to fire your client. Maybe they’re difficult to work with, or a guy is belligerent and loud and yells, and you don’t want to work for him. Maybe there are ethical issues.
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ABOUT US

Registration Opens for ‘Ultimate Accounting vCon’ 2017

https://ne220.isrefer.com/go/vcon17/rtcpat/ — Click for more information

Produced by CPA Trendlines expert authors Michelle Long and Sandi Smith Leyva.

The registration desk is now open for the sixth annual Ultimate Accounting vCon, the profession’s leading live and online video conference for solo and small-firm accountants and bookkeepers, produced by award-winning accounting industry thought leaders Michelle Long and Sandi Leyva, and scheduled for Sept. 21-22.

Attendees can count on practical, grow-your-business advice plus great how-to sessions on all your favorite software and some you may not know about yet.

Register here or click to learn more — Learn More

THE SMALL FIRM AND SOLO PRACTICE

Clients Need Advisory Services More Than They Know

Be aware of your clients’ fears.

By Sandi Leyva and Michelle Long

There’s a lot that falls into the revenue and cash flow improvement area. This can be any services that help the client increase or manage revenue as well as cash.

MORE SMALL FIRM GROWTH STRATEGIES: 5 Fast, Easy Ways to Turn Annual Clients into Year-Round Clients | Six Concrete Ways to Help Business Clients Reach their Full Potential | Why Businesses Offer Subscriptions | Your Time Has No Inherent Value | Four Tools for a Millionaire Mindset | Reconnect with Your Why | Use Payroll to Grow Client Retention | 3 Ways to Work Less and Earn More | What to Do When a Client Doesn’t Pay | How to Handle Price Sensitivity
Exclusively for PRO Members. Log in here or upgrade to PRO today.

Any of the marketing metrics are going to fall into this category as well and, honestly, this is one of the most underutilized consulting opportunities there is because a lot of accountants are scared of the revenue side of business. Please don’t be.
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FEATURED

Six Concrete Ways to Help Business Clients Reach their Full Potential

How financial literacy makes clients better, and makes better clients.

By Sandi Leyva and Michelle Long
The Ultimate Accounting Virtual Conference

We really need to be compassionate with our clients. If they don’t see our value, we just have to realize they’re afraid of all this.

MORE SMALL FIRM GROWTH STRATEGIES: 10 Tips for More Energy This Tax Season | Ed Kless on Factors Affecting Price Sensitivity | How to Keep Current | Best Practices for Growth: Network, Specialize, Share | 10 Easy Tips to Boost Your Business Cash Flow | 2 Ways to Serve Clients Better | How to Fire a Client
Exclusively for PRO Members. Log in here or upgrade to PRO today.

I think we need to be gentle as we communicate our value and help them with their fear. If they stay afraid of it, they will stay close-minded and that will keep their business from reaching the potential it could.

We can make such a difference in our clients, especially these micro businesses we work with. These are people who are struggling to put food on the table in some cases and we can really turn their lives around and make a difference.

Let’s talk about six literacy topics that clients desperately need. READ MORE →

PRO Member Exclusive

How to Teach Financial Literacy

Help your clients and maybe learn about your business as well.

By Sandi Leyva and Michelle Long

Here is how to make more from working less: offering financial literacy and financial services to your clients. They need this so much.

MORE SMALL FIRM GROWTH STRATEGIES: Why Businesses Offer Subscriptions | Welcome to the Subscription Economy | Ed Kless: What Is Strategic Pricing? | Marketing vs. Sales and How to Plunge In | 5 Steps to Get Clients to Say ‘Yes’ to Cloud Applications | When You Should Answer Questions for Free | When to Turn Over Client Data Files | The Dreaded ‘Quick Question’
Exclusively for PRO Members. Log in here or upgrade to PRO today.

We’re going to talk about two ways to avoid so we don’t turn off our clients about this. It’s easy to turn off our clients and easy for our clients to get blocked. So we’re going to talk about turning off some blocks.
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