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2min chapter
AI in Accounting, How to Offboard Clients, Optimizing Your Firm w/Billy Angelo
Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
Intro
This chapter discusses a firm's strategic decision to off-board clients in order to reallocate resources towards high-value services that align with their strengths. It highlights the trade-off of losing revenue in favor of greater fulfillment and sets the groundwork for exploring financial clarity and innovative accounting practices.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode