Right-size your client base, improve your small firm

Small Firm Philosophy

English - December 16, 2021 16:11 - 34 minutes - 47.3 MB - ★★★★★ - 4 ratings
Non-Profit Business News Business News business cpa cpas firm accountant accounting aicpa finance firms small Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: A sole proprietor’s journey to building a better practice

Next Episode: Surviving tax season: Top strategies to prepare 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 Companies Practice Section (PCPS), the home of small firms. To learn more about PCPS, check out our membership information or sign up for a free web tour.

Note: If your podcast app does not hyperlink to resources, visit https://aicpasmallfirm.libsyn.com to access show notes with direct links.