{"id":46435,"date":"2016-07-13t05:00:54","date_gmt":"2016-07-13t09:00:54","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=46435"},"modified":"2017-02-12t15:41:13","modified_gmt":"2017-02-12t20:41:13","slug":"turn-client-data-files","status":"publish","type":"post","link":"\/\/www.g005e.com\/2016\/07\/13\/turn-client-data-files\/","title":{"rendered":"when to turn over client data files"},"content":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/07\/tugofwar_adobestock_85118190.jpeg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-49500\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/07\/tugofwar_adobestock_85118190-424x308.jpeg\" alt=\"hands of two men playing tug-of-war\" width=\"424\" height=\"308\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/07\/tugofwar_adobestock_85118190-424x308.jpeg 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/07\/tugofwar_adobestock_85118190.jpeg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/07\/tugofwar_adobestock_85118190.jpeg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/07\/tugofwar_adobestock_85118190.jpeg 648w\" sizes=\"(max-width: 424px) 100vw, 424px\" \/><\/a>not everyone agrees about how to handle this.<\/strong><\/p>\n<p><em>by sandi leyva and michelle long<\/em><em><br \/>\n<\/em><\/p>\n<p>how do you feel about turning over a quickbooks data file when a client leaves?<\/p>\n<blockquote><p><b>more small firm growth strategies:<\/b> <a href=\"\/\/www.g005e.com\/2016\/07\/06\/46433\/\">how to fire a client<\/a> | <a href=\"\/\/www.g005e.com\/2016\/06\/29\/what-to-do-when-a-client-doesnt-pay\/\">what to do when a client doesn\u2019t pay<\/a> | <a href=\"\/\/www.g005e.com\/2015\/12\/10\/46415\/\">how to handle price sensitivity<\/a> | <a href=\"\/\/www.g005e.com\/2015\/11\/19\/find-hidden-money-clients\/\">how to find hidden money for your clients<\/a> | <a href=\"\/\/www.g005e.com\/2015\/11\/02\/small-firms-can-use-value-pricing\/\">how small firms can use value pricing<\/a> | <a href=\"\/\/www.g005e.com\/2015\/10\/08\/3-killer-lead-generation-channels\/\">3 killer lead generation channels<\/a><\/p><\/blockquote>\n<p>we asked this in a video conference and limited it to three answers:<br \/>\n <a href=\"\/\/www.g005e.com\/2016\/07\/13\/turn-client-data-files\/#more-46435\" 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%2f2016%2f07%2f13%2fturn-client-data-files%2f&amp;t=when+to+turn+over+client+data+files'  ><img  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client data files \"><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><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/07\/tugofwar_adobestock_85118190.jpeg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-49500\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/07\/tugofwar_adobestock_85118190-424x308.jpeg\" alt=\"hands of two men playing tug-of-war\" width=\"424\" height=\"308\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/07\/tugofwar_adobestock_85118190-424x308.jpeg 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/07\/tugofwar_adobestock_85118190.jpeg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/07\/tugofwar_adobestock_85118190.jpeg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/07\/tugofwar_adobestock_85118190.jpeg 648w\" sizes=\"(max-width: 424px) 100vw, 424px\" \/><\/a>not everyone agrees about how to handle this.<\/strong><\/p>\n<p><em>by sandi leyva and michelle long<\/em><em><br \/>\n<\/em><\/p>\n<p>how do you feel about turning over a quickbooks data file when a client leaves?<\/p>\n<blockquote>\n<p><b>more small firm growth strategies:<\/b> <a href=\"\/\/www.g005e.com\/2016\/07\/06\/46433\/\">how to fire a client<\/a> | <a href=\"\/\/www.g005e.com\/2016\/06\/29\/what-to-do-when-a-client-doesnt-pay\/\">what to do when a client doesn\u2019t pay<\/a> | <a href=\"\/\/www.g005e.com\/2015\/12\/10\/46415\/\">how to handle price sensitivity<\/a> | <a href=\"\/\/www.g005e.com\/2015\/11\/19\/find-hidden-money-clients\/\">how to find hidden money for your clients<\/a> | <a href=\"\/\/www.g005e.com\/2015\/11\/02\/small-firms-can-use-value-pricing\/\">how small firms can use value pricing<\/a> | <a href=\"\/\/www.g005e.com\/2015\/10\/08\/3-killer-lead-generation-channels\/\">3 killer lead generation channels<\/a><\/p>\n<\/blockquote>\n<p>we asked this in a video conference and limited it to three answers:<br \/>\n <a href=\"\/\/www.g005e.com\/2016\/07\/13\/turn-client-data-files\/#more-46435\" 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'  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client data files \"><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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