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Episode 107 | When To Offload Clients And When To Keep Them With Denise Mandeau

Episode 107 | When To Offload Clients And When To Keep Them With Denise Mandeau

FromThe Abundant Accountant


Episode 107 | When To Offload Clients And When To Keep Them With Denise Mandeau

FromThe Abundant Accountant

ratings:
Length:
30 minutes
Released:
Mar 1, 2023
Format:
Podcast episode

Description

Some clients can be pains in the neck, so how do you know if it’s time to offload some clients? In this episode, financial planner and business owner Denise Mandeau joins Michelle Weinstein as they share criteria for offloading clients in their accounting firms. Tune in to find out which kinds of clients you can let go by vetting their character, communication style, and compliance with what you require of them. Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/
Released:
Mar 1, 2023
Format:
Podcast episode

Titles in the series (97)

The Abundant Accountant Podcast is where accounting and tax professionals come to learn the most efficient and powerful ways to grow their firm, sharpen their skills, and have consistent increasing revenue. We cover topics from networking, pricing, finding your ideal clients, increasing cash flow, setting boundaries with clients and much more so you can stop giving away your time and expertise away for free and start being paid your value and worth! You’ll learn tips and strategies as well as hear personal interviews from successful accounting and tax professionals. This podcast will show you exactly how to create the firm (and life) of your dreams full of abundance!