Dec 16, 2021
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.
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