{"id":98478,"date":"2022-08-01t12:30:04","date_gmt":"2022-08-01t16:30:04","guid":{"rendered":"\/\/www.g005e.com\/?p=98478"},"modified":"2022-12-22t00:39:45","modified_gmt":"2022-12-22t05:39:45","slug":"four-tips-for-cpas-replacing-clients","status":"publish","type":"post","link":"\/\/www.g005e.com\/2022\/08\/01\/four-tips-for-cpas-replacing-clients\/","title":{"rendered":"four tips for cpas replacing clients"},"content":{"rendered":"<p><a href=\"https:\/\/inovautus.com\/wp-content\/uploads\/2013\/07\/dreamstime_xs_77353562.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-3914 alignright\" src=\"https:\/\/inovautus.com\/wp-content\/uploads\/2013\/07\/dreamstime_xs_77353562-300x300.jpg\" sizes=\"(max-width: 209px) 100vw, 209px\" srcset=\"https:\/\/inovautus.com\/wp-content\/uploads\/2013\/07\/dreamstime_xs_77353562-300x300.jpg 300w, https:\/\/inovautus.com\/wp-content\/uploads\/2013\/07\/dreamstime_xs_77353562-100x100.jpg 100w, https:\/\/inovautus.com\/wp-content\/uploads\/2013\/07\/dreamstime_xs_77353562-150x150.jpg 150w, https:\/\/inovautus.com\/wp-content\/uploads\/2013\/07\/dreamstime_xs_77353562.jpg 480w\" alt=\"\" width=\"209\" height=\"209\" \/><\/a><strong>longevity takes planning.<\/strong><\/p>\n<p><i>by sarah johnson dobek<\/i><br \/>\n<a href=\"https:\/\/inovautus.com\/\"><i>inovautus consulting<\/i><\/a><\/p>\n<p>do you have a strategy for replacing your aging clients? cpa firms and their clients have the same options when it comes to aging leadership. those who choose to continue their business will do so through internal succession or by merging or selling. then there are those who face unplanned succession or just choose to close up shop.<\/p>\n<blockquote><p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2022\/07\/25\/five-lead-generation-mistakes-to-avoid\/\">five lead generation mistakes to avoid<\/a> | <a href=\"\/\/www.g005e.com\/2022\/07\/18\/five-post-tax-season-growth-ideas\/\">five post-tax season growth ideas<\/a> | <a href=\"\/\/www.g005e.com\/2022\/06\/27\/five-better-ways-to-say-no\/\">five better ways to say no<\/a> | <a href=\"\/\/www.g005e.com\/2022\/06\/06\/are-you-solving-your-clients-problems\/\">are you solving your clients\u2019 problems?<\/a> | <a href=\"\/\/www.g005e.com\/2022\/05\/09\/five-ways-to-grow-your-firms-affiliated-entities\/\">five ways to grow new service lines<\/a> | <a href=\"\/\/www.g005e.com\/2021\/11\/17\/business-development-and-sales-arent-scary\/\">business development and sales aren\u2019t scary<\/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: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2022\/08\/01\/four-tips-for-cpas-replacing-clients\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n<p>every accounting firm will face one of these situations at some point, so here are four things your accounting firm should consider as they look at client replacement.<br \/>\n <a href=\"\/\/www.g005e.com\/2022\/08\/01\/four-tips-for-cpas-replacing-clients\/#more-98478\" 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%2f2022%2f08%2f01%2ffour-tips-for-cpas-replacing-clients%2f&amp;t=four+tips+for+cpas+replacing+clients'  ><img  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href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2022%2f08%2f01%2ffour-tips-for-cpas-replacing-clients%2f&amp;title=four+tips+for+cpas+replacing+clients&amp;summary=longevity+takes+planning.%0d%0a%0d%0aby+sarah+johnson+dobek%0d%0ainovautus+consulting%0d%0a%0d%0ado+you+have+a+strategy+for+replacing+your+aging+clients%3f+cpa+firms+and+their+clients+have+the+same+options+when+it+comes+to+aging+leadership.+those+who+choose+to+continue+their+business+will+do+so+through+internal+succession+or+by+merging+or+s'  ><img  src='\/\/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><li class=\"icon_text\"><a 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cpas replacing clients \"><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><a href=\"https:\/\/inovautus.com\/wp-content\/uploads\/2013\/07\/dreamstime_xs_77353562.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-3914 alignright\" src=\"https:\/\/inovautus.com\/wp-content\/uploads\/2013\/07\/dreamstime_xs_77353562-300x300.jpg\" sizes=\"(max-width: 209px) 100vw, 209px\" srcset=\"https:\/\/inovautus.com\/wp-content\/uploads\/2013\/07\/dreamstime_xs_77353562-300x300.jpg 300w, https:\/\/inovautus.com\/wp-content\/uploads\/2013\/07\/dreamstime_xs_77353562-100x100.jpg 100w, https:\/\/inovautus.com\/wp-content\/uploads\/2013\/07\/dreamstime_xs_77353562-150x150.jpg 150w, https:\/\/inovautus.com\/wp-content\/uploads\/2013\/07\/dreamstime_xs_77353562.jpg 480w\" alt=\"\" width=\"209\" height=\"209\" \/><\/a><strong>longevity takes planning.<\/strong><\/p>\n<p><i>by sarah johnson dobek<\/i><br \/>\n<a href=\"https:\/\/inovautus.com\/\"><i>inovautus consulting<\/i><\/a><\/p>\n<p>do you have a strategy for replacing your aging clients? cpa firms and their clients have the same options when it comes to aging leadership. those who choose to continue their business will do so through internal succession or by merging or selling. then there are those who face unplanned succession or just choose to close up shop.<\/p>\n<blockquote>\n<p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2022\/07\/25\/five-lead-generation-mistakes-to-avoid\/\">five lead generation mistakes to avoid<\/a> | <a href=\"\/\/www.g005e.com\/2022\/07\/18\/five-post-tax-season-growth-ideas\/\">five post-tax season growth ideas<\/a> | <a href=\"\/\/www.g005e.com\/2022\/06\/27\/five-better-ways-to-say-no\/\">five better ways to say no<\/a> | <a href=\"\/\/www.g005e.com\/2022\/06\/06\/are-you-solving-your-clients-problems\/\">are you solving your clients\u2019 problems?<\/a> | <a href=\"\/\/www.g005e.com\/2022\/05\/09\/five-ways-to-grow-your-firms-affiliated-entities\/\">five ways to grow new service lines<\/a> | <a href=\"\/\/www.g005e.com\/2021\/11\/17\/business-development-and-sales-arent-scary\/\">business development and sales aren\u2019t scary<\/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: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2022\/08\/01\/four-tips-for-cpas-replacing-clients\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p>\n<\/blockquote>\n<p>every accounting firm will face one of these situations at some point, so here are four things your accounting firm should consider as they look at client replacement.<br \/>\n <a href=\"\/\/www.g005e.com\/2022\/08\/01\/four-tips-for-cpas-replacing-clients\/#more-98478\" 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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v22.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>four tips for cpas replacing clients - 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\/2022\/08\/01\/four-tips-for-cpas-replacing-clients\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"four tips for cpas replacing clients - 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\" content=\"\/\/www.g005e.com\/2022\/08\/01\/four-tips-for-cpas-replacing-clients\/\" \/>\n<meta property=\"og:site_name\" content=\"卡塔尔世界杯常规比赛时间\" \/>\n<meta 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