215 How to Disengage Clients to Strengthen Your Accounting Firm

Business Strategy for CPA's

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Today we're talking about disengaging and disengagement letters and the process of letting go of some, or many of your clients so that you can free up space and bandwidth in your business to focus on generating high-margin revenue.

I want to share with you what this looks like, sounds like, and feels like, so that you have a sense of the experience, so that you know that this is doable for you.

Not only is it doable for you: it is imperative if you are a CPA, especially when working 70, 60, 50 hours a week, and you’re exhausted and worn out and want to keep being a CPA.

Highlights:

— “There's more revenue to be created when you focus at the top end of your client roster and figure out and design higher-value, higher-margin services that are designed to solve problems for your clients.”

— “The risk of not appropriately disengaging so that you can get your time and your bandwidth back is that your best clients, who can't get your attention, leave.”

— “Your position is your north star: it informs your strategy, packaging, pricing, and how you promote your business. Without a north star, a business owner wanders all over the map.”

— “The strategy is universally the same: isolate who you want to work with, decide what problem you're going to solve, choose your prices and your packaging, and then focus on selling to only those people.”

— “Disengaging is good for you. It's good for your business, and it's good for your clients.”

Episode mentions:

211 Pricing For Improved Profitability

https://www.businessstrategyforcpas.com/211

201 Effortless Value

https://www.businessstrategyforcpas.com/201