Watch this webinar recording to find out how to fire bad clients using industry best practice to guide you through the process. Hosted by Emily Mason, this webinar recording features Brendan Lucas, Director of Hopscotch Accounting.
Emily and Brendan discuss everything from the definition of a bad client, to the best process for ending a client relationship on good terms. Specifically, they talk about:
- The criteria for defining a bad client – what to look out for and early warning signs.
- Legitimate reasons for ending a relationship with a client, and how to make your decision.
- The best process to follow if wanting to end a relationship and scripting you can use to make this easier.
- Benefits for your culture, your bottom line and productivity.
Watch the video to learn more about navigating your way around difficult clients.
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About the speakers
Emily Mason, Customer Success Specialist, Spotlight Reporting
Being able to work with clients and end users is what Emily enjoys in her role at Spotlight Reporting. She provides valuable advice and guidance to help customers grow their business and is the host of a 9-week course called ‘Transform In Action’ for Accounting firms, giving them practical advice and actions on how to move into the advisory space. As the lead on this initiative, Emily enjoys teaching, the interaction and seeing her customers make real progress and results.
Brendan Lucas, Director, Hopscotch Accounting
Brendan previously worked at PwC for 9 years providing advice to private business owners in a role which involved working through complex tax and business matters. He is a tech-savvy accountant who enjoys helping others harness the power of technology to simplify and reduce the cost of your accounting function, while improving the timeliness of the information delivered to business owners.