{"id":116193,"date":"2023-10-18t11:55:55","date_gmt":"2023-10-18t15:55:55","guid":{"rendered":"\/\/www.g005e.com\/?p=116193"},"modified":"2023-11-29t10:50:52","modified_gmt":"2023-11-29t15:50:52","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":"<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-116195 size-full\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/cullclients_adobestock_75651327.jpeg\" alt=\"//www.g005e.com/store/wp-json/wp/v2/posts/\" width=\"1600\" height=\"1067\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/cullclients_adobestock_75651327.jpeg 1600w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/cullclients_adobestock_75651327-424x283.jpeg 424w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/cullclients_adobestock_75651327-849x566.jpeg 849w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/cullclients_adobestock_75651327-768x512.jpeg 768w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/cullclients_adobestock_75651327-1536x1024.jpeg 1536w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/cullclients_adobestock_75651327-300x200.jpeg 300w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/cullclients_adobestock_75651327-600x400.jpeg 600w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/><\/p>\n<p><strong>2023: the year &#8220;cull&#8221; was no longer a four-letter word for cpa firms.<\/strong><\/p>\n<p><em>by bill penczak<\/em><\/p>\n<p>it finally happened.<\/p>\n<p><span data-contrast=\"auto\">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<blockquote><p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2023\/10\/11\/bill-penczak-partner-accountability-the-only-two-things-that-really-matter\/\">partner accountability: the only two things that really matter<\/a> | <a href=\"\/\/www.g005e.com\/2023\/09\/05\/increase-profitability-through-omg-sharing-the-productivity-upside\/\">how to boost profits by (omg) sharing the upside<\/a> | <a href=\"\/\/www.g005e.com\/2023\/03\/16\/dustin-verity-keep-an-open-mind-and-constantly-learn\/\">dustin verity: keep an open mind and constantly learn<\/a> | <a href=\"\/\/www.g005e.com\/2022\/09\/12\/secret-to-success-a-growth-and-abundance-mindset\/\">secret to success? a growth and abundance mindset<\/a> | <a href=\"\/\/www.g005e.com\/2021\/10\/20\/the-six-essential-kpis-for-ceos\/\">the six essential kpis for managing partners<\/a> | <a href=\"\/\/www.g005e.com\/2021\/08\/25\/your-marketing-sucks-six-reasons-why\/\">your marketing sucks: six reasons why<\/a> | <a href=\"\/\/www.g005e.com\/2021\/07\/21\/how-to-launch-new-services-that-find-or-save-clients-money\/\">nine smooth moves to build client satisfaction<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #c9990a;\">exclusively for pro members.\u00a0<\/span><\/strong><span style=\"color: #c9990a;\"><a style=\"color: #c9990a;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2023\/06\/07\/fifteen-steps-to-new-partner-buy-in\/\">log in here<\/a>\u00a0or\u00a0<a class=\"external\" style=\"color: #c9990a;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n<p><span data-contrast=\"auto\">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><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">here are some suggestions for successful extrication of clients who are wearing down the profitability and the morale of firms:<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p> <a href=\"\/\/www.g005e.com\/2023\/10\/18\/by-bill-penczak-four-considerations-for-effective-client-culling\/#more-116193\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'><ul class=\"socialwrap row\"><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2023%2f10%2f18%2fby-bill-penczak-four-considerations-for-effective-client-culling%2f&amp;t=four+considerations+for+effective+client+culling'  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on 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url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-850px 0px'   \/> <span class=\"head\">share on linkedin<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2f2023%2f10%2f18%2fby-bill-penczak-four-considerations-for-effective-client-culling%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='twitter'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li><li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20four%20considerations%20for%20effective%20client%20culling&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\r\n\r\n\r\n\r\n%20%20\/\/www.g005e.com\/2023\/10\/18\/by-bill-penczak-four-considerations-for-effective-client-culling\/\" title=\"email this: four considerations for effective client culling \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li><\/ul><div class=\"clean\"><\/div> <\/div>","protected":false},"excerpt":{"rendered":"<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-116195 size-full\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/cullclients_adobestock_75651327.jpeg\" alt=\"//www.g005e.com/store/wp-json/wp/v2/posts/\" width=\"1600\" height=\"1067\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/cullclients_adobestock_75651327.jpeg 1600w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/cullclients_adobestock_75651327-424x283.jpeg 424w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/cullclients_adobestock_75651327-849x566.jpeg 849w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/cullclients_adobestock_75651327-768x512.jpeg 768w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/cullclients_adobestock_75651327-1536x1024.jpeg 1536w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/cullclients_adobestock_75651327-300x200.jpeg 300w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/cullclients_adobestock_75651327-600x400.jpeg 600w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/><\/p>\n<p><strong>2023: the year &#8220;cull&#8221; was no longer a four-letter word for cpa firms.<\/strong><\/p>\n<p><em>by bill penczak<\/em><\/p>\n<p>it finally happened.<\/p>\n<p><span data-contrast=\"auto\">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<blockquote>\n<p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2023\/10\/11\/bill-penczak-partner-accountability-the-only-two-things-that-really-matter\/\">partner accountability: the only two things that really matter<\/a> | <a href=\"\/\/www.g005e.com\/2023\/09\/05\/increase-profitability-through-omg-sharing-the-productivity-upside\/\">how to boost profits by (omg) sharing the upside<\/a> | <a href=\"\/\/www.g005e.com\/2023\/03\/16\/dustin-verity-keep-an-open-mind-and-constantly-learn\/\">dustin verity: keep an open mind and constantly learn<\/a> | <a href=\"\/\/www.g005e.com\/2022\/09\/12\/secret-to-success-a-growth-and-abundance-mindset\/\">secret to success? a growth and abundance mindset<\/a> | <a href=\"\/\/www.g005e.com\/2021\/10\/20\/the-six-essential-kpis-for-ceos\/\">the six essential kpis for managing partners<\/a> | <a href=\"\/\/www.g005e.com\/2021\/08\/25\/your-marketing-sucks-six-reasons-why\/\">your marketing sucks: six reasons why<\/a> | <a href=\"\/\/www.g005e.com\/2021\/07\/21\/how-to-launch-new-services-that-find-or-save-clients-money\/\">nine smooth moves to build client satisfaction<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #c9990a;\">exclusively for pro members.\u00a0<\/span><\/strong><span style=\"color: #c9990a;\"><a style=\"color: #c9990a;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2023\/06\/07\/fifteen-steps-to-new-partner-buy-in\/\">log in here<\/a>\u00a0or\u00a0<a class=\"external\" style=\"color: #c9990a;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p>\n<\/blockquote>\n<p><span data-contrast=\"auto\">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><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">here are some suggestions for successful extrication of clients who are wearing down the profitability and the morale of firms:<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p> <a href=\"\/\/www.g005e.com\/2023\/10\/18\/by-bill-penczak-four-considerations-for-effective-client-culling\/#more-116193\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'>\n<ul class=\"socialwrap row\">\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2023%2f10%2f18%2fby-bill-penczak-four-considerations-for-effective-client-culling%2f&amp;t=four+considerations+for+effective+client+culling'  ><img  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href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2023%2f10%2f18%2fby-bill-penczak-four-considerations-for-effective-client-culling%2f&amp;title=four+considerations+for+effective+client+culling&amp;summary=%0d%0a%0d%0a2023%3a+the+year+%22cull%22+was+no+longer+a+four-letter+word+for+cpa+firms.%0d%0a%0d%0aby+bill+penczak%0d%0a%0d%0ait+finally+happened.%0d%0a%0d%0afor+at+least+the+past+dozen+years%2c+i%e2%80%99ve+heard+cpa+firm+partners%e2%80%99+bold+talk+about+culling+their+clients+in+order+to+ease+staffing+issues%2c+focus+on+larger%2c+more+profitable+engagements%2c+or+rid+the+fi'  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='linkedin'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-850px 0px'   \/> <span class=\"head\">share on linkedin<\/span><\/a><\/li>\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2f2023%2f10%2f18%2fby-bill-penczak-four-considerations-for-effective-client-culling%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='twitter'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li>\n<li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20four%20considerations%20for%20effective%20client%20culling&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\n\n\n\n%20%20\/\/www.g005e.com\/2023\/10\/18\/by-bill-penczak-four-considerations-for-effective-client-culling\/\" title=\"email this: four considerations for effective client culling \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li>\n<\/ul>\n<div 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with the yoast seo plugin v21.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>four considerations for effective client culling - 卡塔尔世界杯常规比赛时间<\/title>\n<meta name=\"description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"\/\/www.g005e.com\/2023\/10\/18\/by-bill-penczak-four-considerations-for-effective-client-culling\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"four considerations for effective client culling - 卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"og:description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta property=\"og:url\" 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