152 | Offboarding Clients

The Ambitious Bookkeeper Podcast

Send us a Text Message.

In this episode I cover the dreaded topic of offboarding clients. Whether you've been fired by a client or had to let them go, there are essential protocols to follow. Tune in for some tips & strategies for handling the end of a client relationship with professionalism and integrity.

In this episode you’ll hear:

• offboarding processes related to documents & software
• importance of cooperation during client handoff
• recognizing when you can’t serve a client's needs
• seeking feedback & testimonials in a neutral or positive parting

Resources mentioned in this episode:

• Bookkeeping Business Accelerator®

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

• Visit our website: ambitiousbookkeeper.com
• Follow the Blog: ambitiousbookkeeper.com/blog
• Connect on Instagram: instagram.com/ambitiousbookkeeper
• Connect on LinkedIn: Linkedin.com/in/SerenaShoup
• Connect on Facebook: Facebook.com/serenashoupcpa

Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

• Podcast Editing: Sabr Media LLC
• Descript (affiliate link)
• Buzzsprout (affiliate link)

Register for the FREE POWER To Breakthrough Bootcamp! https://workflowqueen.com/ambitious
August 21 - 25
Daily Sessions: 12 PM Eastern
Daily Q&As: 5 PM Eastern
FOR BOOKKEEPERS & ACCOUNTANTS WHO WANT TO SCALE BIGGER, HIRE BETTER AND BREAK THROUGH TO THE NEXT LEVEL IN THIS FREE LIVE BOOTCAMP!
Wanna win a ticket to XeroCon August 14-15? *travel & accommodations not included
To enter:

1. Review the podcast on Apple >
2. Screenshot your review & email it to [e-mail] by 11:59 PM Pacific August 1, 2024
3. Tune in to YouTube LIVE 9am Pacific Aug 2 to see who won!

Hoofdstukken

1. Introduction (00:00:00)

2. Handling Client Termination: First Steps (00:02:58)

3. Ethical Offboarding Practices (00:04:19)

4. Document Retention and Access (00:04:58)

5. Offboarding Task Lists (00:06:03)

6. Seeking Feedback and Testimonials (00:07:14)

7. Conclusion (00:07:38)