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

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

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

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com

บท

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 (00:23:04)

6. Conclusion (00:30:04)