Tax Section news, member support and FAQs
Resources

Right-sizing your client base: Sample internal FAQ

Aug 15, 2023 · 181.8 KB Download

FIRM MEMBER

EXCLUSIVE

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 internal FAQ

File name: sample_internal_faq.pdf

Reserved for PCPS Members

Already a PCPS Member?

Log in with your account
 
Forgotten email
Forgotten password

Not a PCPS Member?

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

Exclusively for

Mentioned in this article

Topics

Manage preferences

Related content

}