315 Nine Reasons for CPAs to Disengage Clients

Learn more about PEAK FREEDOM 

If you don’t fire client who need to be disengaged or fired, you risk: 

• Getting resentful
• Reducing work efficiency
• Not enjoying your work
• Not enjoying your accounting firm
• Staff suffering or feeling demoralized
• Staff leaving
• Not having capacity for a great client to onboard

Lest I sound cold-hearted, I always advocate for letting clients go with integrity and respect. 

Template Disengagement Letter »

…

Link to full shownotes: 

https://www.businessstrategyforcpas.com/

…

If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails.

.
Subscribe here: geraldinecarter.com/subscribe

.

Readers say they love it because they’re short and on point.

…

FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:

THE EMAIL COURSE – Free
geraldinecarter.com/stop-working-weekends
Stop Working Weekends will teach you how to reduce your hours without giving up revenue. 

THE BOOK – $9.99

geraldinecarter.com/book
Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue

THE VIDEO COURSE – $497
geraldinecarter.com/video
Access 30+ video lessons, bonus training, template letters, website teardowns, and more. Plus, get a $1000 credit toward my DT40H Mastermind and a money-back guarantee.

CPA MASTERMIND – $9500
geraldinecarter.com/40
For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. 
…