Webinars  /  Growth  /   The accountants guide to identifying and...
43 mins 29 Sep 2022

When first going into business, many firms will take on any and all clients that come their way to ensure they can pay the bills. However, as the firm starts to establish itself, it should consider if its existing clients are the best ones for the business and what to do if they are not.

Watch this on-demand session with Rebecca Mihalic—2021 Thought leader of the year—as she shares the key steps and best practices to ensure you only work with your ideal clients.

Throughout this session, we will cover how to:

  • Identify the clients to nurture and grow
  • Identify clients to exit from your firm
  • Create financial capacity to let the wrong clients go
  • Have a respectful disengagement process
  • How technology can help manage your new and existing engagements, and increase cash flow