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PRAC2302P. Enabling Growth by Pruning Wrong Fit Clients

Are you looking to grow your revenue? 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 this session to learn the 'how' and 'why' of pruning wrong fit clients and bring the joy of accounting and relationship-building back to your firm.


Learning Objectives:

  • Identify the advantages of defining your ideal client
  • Identify why pruning is important, and the steps to score and evaluate client relationships
Date/Time
CPE Credits
1.0
NASBA Field of Study
Business Management & Organization
Level
Intermediate
Prerequisites
3-5 Years in the Profession
Advanced Preparation
N/A