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Professional Insights

Right-sizing your firm: A commitment to clients and staff

Dec 14, 2023 · 3 min read · AICPA & CIMA Insights Blog

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Although it may seem advantageous to keep your firm services broad and your client base large, creating more specificity with clients and culling ones that don’t fit within that ideal could be a catalyst for your firm’s success.

To determine which of your existing clients to retain and the parameters of prospective clientele, consider your firm’s overall strategy and vision; which clients your firm is best suited to serve; the segments that excite your staff; and the path that could

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