The Burden of Non-Optimal Clients

Running an accounting firm often involves the difficult task of deciding whether to fire non-optimal clients. Holding on to these clients can hinder the firm's capacity to pursue better opportunities, as it creates a bottleneck in resources and time. The urgency to fire such clients is heightened during renewal seasons, as firms find themselves overwhelmed and unable to market effectively due to their current workload. Acknowledging that maintaining these relationships may stem from personal attachments can complicate the decision, but ultimately the success of the firm hinges on re-evaluating client rosters for growth.