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DCA1918
Elements to Offboarding
Date
December 10, 2019
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: Digital CPA Conference 2019
For most firms when you began your CAS practice you onboarded any client that expressed interest, which, at times, resulted in regret and frustration in your team. Now you need to free yourself of these profit draining and moral crushing clients; as well as, establishing standardized processes to offboard clients in the future. The instructors of this session have walked this path and will share tactics and strategies to successful fire a client.
Speaker
Principal, Business Services & Outsourcing, BDO
General
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