{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Business Strategy for CPA's","title":"115 Create Space for Amazing Clients By Removing Ones You've Outgrown","html":"","width":"100%","height":180,"duration":415,"description":"If you have ever had to fire a client, you know how hard it can be. In the end, you know it will be better for you both (or at least, for you), but when it comes time to have the conversation or hit the Send button,  it’s easy to talk yourself out of doing it today.  Letting go of, or getting your clients in the right service at the right price, can be difficult, but it’s necessary to maintain the health and growth of your business.  Most CPAs have more work than they can handle. If you’re going to maintain and grow a healthy business, creating space is a must for YOU, it’s a MUST for your best clients, and it’s an absolute necessity if you’re going to take on better business.  This step of creating space is challenging for each of my clients who goes through it.  But you need to be selective, you have to be more selective, so it’s time to select.   So I’ve pulled together a script for you - that you can download below - to get you started.  Before I give you the script, let’s go over a few key points. These points will help you stay on track as you navigate the conversation.  Give plenty of notice if possible. Either get your letters out now - before the 21st of December - or get them out in the first two weeks of January. So START NOW. If you have a contract, meet the terms of the contract, or find someone who can take them over.  Complete all your outstanding tasks, unless you and the client negotiate a hand-off to another CPA.  I am a big fan of treating people with respect and kindness, and maintaining good relationships. So, operate in good faith to help them make a successful transition.  In terms of the message itself,  Keep your message positive, and keep the focus on you – it’s about you, not about them. Don’t over-explain your reasons – you don’t have to elaborate. Keep your message short, simple, and to-the-point. If you’re finding a new home for a good client, recommend a colleague or two who can take over their account. Make sure you’ve spoken...","thumbnail_url":"https://img.transistorcdn.com/AZFvbY29RNsC20PTchqbqXsFoNMjM1040wmYivreg-g/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9lZmE1/ODU2OWRkNzA4ZDQ2/ODg2YmEwYjYzNmEw/NjkzNC5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}