Life is too short to not work with people you like. Why do you put up with crappy clients? There is nothing to say that you HAVE to work with them. (Yes, even if they are your mother, but that makes family gatherings awkward).
Please look at the questions below, and apply ALL of these questions to ALL of your clients. If you cannot say yes to 7 of the 9 (I could even argue that if they don’t meet all 9) questions below on each client, then they should not be your client. They are just not a good fit for you and would be a good fit for someone else. This is YOUR tax practice and YOU control it. Not your clients. Yes, you are in business to serve your clients, but you get to pick who you get to work with.
So, you really should do this exercise on all of your clients. It is time to clear out the dead weight. You work crazy, ungodly hours for what? Just to be stepped on, used and abused?
It is time to take your life back. It starts by not dealing with crappy clients. Oh, and give your staff input on this. They will appreciate having the input and will be just as relieved that they no longer have to deal with this crappy client.
I hope you find this email eye opening, empowering and potentially life changing. If you have any questions, comments or need someone to ask questions, please reply to this email.
Have a great day!
I received this comment from one tax pro recently and here is what she does..
“I agree 100% with you! I evaluate every October and clear out 10-15 clients that create stress and chaos. My other criteria is this: I have a bank of 10 file cabinets from Ikea. They are full of client binders. If there is a potential new client that I want to engage, then someone has to go- I refuse to get anymore file cabinets, so “file in, file out”. It’s a very freeing feeling. I try to give them enough time to find another CPA before the next tax season rolls around. What I find is that when you clear out the chaos, a lot of good things come your way!” Debbie
Great comment Debbie. Thank you for the feedback.