{"id":116193,"date":"2023-10-18t11:55:55","date_gmt":"2023-10-18t15:55:55","guid":{"rendered":"\/\/www.g005e.com\/?p=116193"},"modified":"2024-08-27t17:00:55","modified_gmt":"2024-08-27t21:00:55","slug":"by-bill-penczak-four-considerations-for-effective-client-culling","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/10\/18\/by-bill-penczak-four-considerations-for-effective-client-culling\/","title":{"rendered":"four considerations for effective client culling"},"content":{"rendered":"

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2023: the year “cull” was no longer a four-letter word for cpa firms.<\/strong><\/p>\n

by bill penczak<\/em><\/p>\n

it finally happened.<\/p>\n

for at least the past dozen years, i\u2019ve heard cpa firm partners\u2019 bold talk about culling their clients in order to ease staffing issues, focus on larger, more profitable engagements, or rid the firm of the pita clients, which has nothing to do with animal rights and more about protecting their people from those who are a pain ____\u00a0 _____\u00a0 _____ (complete the next three words on your own, and you can skip wordle for today).<\/span><\/p>\n

more: <\/b>partner accountability: the only two things that really matter<\/a> | how to boost profits by (omg) sharing the upside<\/a> | dustin verity: keep an open mind and constantly learn<\/a> | secret to success? a growth and abundance mindset<\/a> | the six essential kpis for managing partners<\/a> | your marketing sucks: six reasons why<\/a> | nine smooth moves to build client satisfaction<\/a>
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a recent study was published that indicated only 1 percent of cpa firms could adequately staff their engagements. and while more firms are migrating to offshore models to get work done, more are actually culling clients, but without a measured process for doing so. <\/span>\u00a0<\/span><\/p>\n

here are some suggestions for successful extrication of clients who are wearing down the profitability and the morale of firms:<\/span>\u00a0<\/span><\/p>\n

read more →<\/a><\/p>\n