Grow Your Practice – Streamline Your Client List
There are no good or bad clients—just right or wrong. So list your ‘no longer right for me’ clients and find your ‘ideal for me’ clients on TEDd.
Pick and choose your ideal clients, contact the outgoing accountant, agree on the transfer details and then receive a personal introduction to your new clients.
Find a better match. Declutter your client list and create space to grow. Monetise your ‘no longer right for me’ clients by moving them to other accountants.
A client is a personal connection. Hence, on TEDd, the transition from the outgoing accountant to you is personal, too.
Owner of Growth Accountants