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Holding on to Bad Clients Is a CPA No-No

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Manage episode 298336605 series 1118468
Content provided by Pennsylvania Institute of Certified Public Accountants. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Pennsylvania Institute of Certified Public Accountants or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

According to our guest Geraldine Carter of She Thinks Big Coaching, life is too short for holding on to bad clients. In this podcast, she discusses the signs that a client is more trouble than they are worth, the detriments to CPA firms if they hold on to nonbeneficial clients, and the psychological aspects that stand in the way when a CPA firm is considering dropping an engagement.

To read the full transcript click here.

  continue reading

231 episodes

Artwork
iconShare
 
Manage episode 298336605 series 1118468
Content provided by Pennsylvania Institute of Certified Public Accountants. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Pennsylvania Institute of Certified Public Accountants or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

According to our guest Geraldine Carter of She Thinks Big Coaching, life is too short for holding on to bad clients. In this podcast, she discusses the signs that a client is more trouble than they are worth, the detriments to CPA firms if they hold on to nonbeneficial clients, and the psychological aspects that stand in the way when a CPA firm is considering dropping an engagement.

To read the full transcript click here.

  continue reading

231 episodes

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