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 

 

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

Find & Follow 

Connect with The Ambitious Bookkeeper®:

🌐 Website: ambitiousbookkeeper.com

👩‍💻 Blog: ambitiousbookkeeper.com/blog

📱 Instagram: instagram.com/ambitiousbookkeeper

📱 Facebook: Facebook.com/serenashoupcpa

💼 LinkedIn: Linkedin.com/in/SerenaShoup


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

Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvv (affiliate link)

Grab the FREE Start your Bookkeeping Biz Checklist: https://www.ambitiousbookkeeper.com/checklist

Grab my FREE New Client Onboarding Templates: https://www.ambitiousbookkeeper.com/onboard

Become a Client: ofcoursebookkeeping.com/contact

Want all the best bookkeeping biz tips in your inbox?

Join our mailing list to get weekly podcast content, exclusive resources & tips on building your bookkeeping business, and the latest news and updates from our team.

We hate SPAM. We will never sell your information, for any reason. You can unsubscribe at any time.