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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals cover image

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

NOTE

Value Aligns with Integrity

Incremental improvement over time leads to a more ethical approach in business practices. Rather than dramatically raising fees to potentially thin out the client base, a strategy focused on honest pricing aligned with market rates cultivates integrity. Communicating openly with clients about shifting focus ensures they receive proper support from a more appropriate firm. This approach not only respects clients but also reinforces a commitment to ethical standards and sustainability within professional relationships.

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