When it comes to your firm, unfocused growth is like an untamed garden. You may have a bounty of clients, but if those clients don’t align with your purpose, your firm will struggle to evolve and thrive.
Michelle McVetty, CPA, and her partners, Donald Crane, CPA, and Kendra Bell, CPA, at Cohos Advisors in Lancaster, N.H., realized they needed to shed some clients if they wanted to focus on looking forward rather than backward.
Their right-sizing efforts began several years