Latest / Transforming: Tales of Business Evolution
Right-size your client base, improve your small firm
Burned out? Not enough hours in the day? In this episode of the Small Firm Philosophy podcast, Carrie Steffen, Co-Founder and President of the Whetstone Group, discusses how client acceptance and continuation policies can right-size your client base and positively impact your firm's people and profitability.
PCPS resources include:
Client acceptance evaluation tool
Client continuance evaluation tool
Client termination practitioner checklist and notification letter
To learn more about Carrie, please visit www.thewhetstonegroup.com.
This episode is brought to you by the AICPA's Private…
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