collection of printing letters
Resources

Right-sizing your client base: Sample client letters

Aug 15, 2023 · 151.6 KB Download

FREE ACCOUNT

ACCESS

Resource

available

Return to PCPS Right-Sizing Your Client Base Toolkit

Firms looking to make a significant transformation are evaluating not only what they need to start doing to evolve, but also at what they should stop doing—namely stop serving clients that are not a good fit. Culling unfit or undesirable clients is a growth catalyst for your firm and has many benefits, including:

  • Solving capacity challenges

  • Increasing advisory services

  • Enhancing firm profitability

  • Creating professional growth opportunities

  • Improving people retention

  • Making a positive

Download the Sample client letters

File name: Sample-client-letters.pdf

Already a member?

Log in with your account
 
Forgotten email
Forgotten password

Not a member?

To gain access to exclusive content, your first step is to join the AICPA & CIMA.

Mentioned in this article

Topics

Manage preferences

Related content

}