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152 | Offboarding Clients

client-related Jun 11, 2024

In this episode I cover the dreaded topic of offboarding clients. Whether you've been fired by a client or had to let them go, there are essential protocols to follow. Tune in for some tips & strategies for handling the end of a client relationship with professionalism and integrity.

In this episode you’ll hear:
  • offboarding processes related to documents & software
  • importance of cooperation during client handoff
  • recognizing when you can’t serve a client's needs
  • seeking feedback & testimonials in a neutral or positive parting
Resources mentioned in this episode:

Listen to the full audio here β¬‡


🎧 Or listen on our website here βž‘ ambitiousbookkeeper.com/podcast

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Learn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bba

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