DCPA2223. Enabling Growth by Culling Wrong Fit Clients

Are
you looking to grow your revenue? Are you struggling with staffing and
capacity? When you trim back non-ideal clients, you are making space for the
growth of your firm and creating happier, more engaged employees. How do you do
that? Join our session to learn the 'how' of culling wrong fit clients and
bring the joy of accounting and relationship building back to your firm.


Learning Objectives:

  • Apply a culling clients process
  • Recognize ideal client alignment advantages
Date/Time
–
CPE Credits
1.0
NASBA Field of Study
Communications and Marketing
Level
Intermediate
Prerequisites
Experience managing client relationships
Speakers
Image of Becca Johns

Becca Johns

Director of Practice Growth
Rea & Associates
Image of Katie Cohodes

Katie Cohodes

Marketing Manager
Armanino LLP