Right-size your client base, improve your small firm

Burned out? Not enough hours in the day? In this episode of the Small Firm Philosophy podcast, Carrie Steffen, Co-Founder and President of the Whetstone Group, discusses how client acceptance and continuation policies can right-size your client base and positively impact your firm's people and profitability. PCPS resources include: Client acceptance evaluation tool Client continuance evaluation tool Client termination practitioner checklist and notification letter To learn more about Carrie, please visit www.thewhetstonegroup.com. This episode is brought to you by the AICPA's Private Companies Practice Section (PCPS), the home of small firms. To learn more about PCPS, check out our membership information or sign up for a free web tour. Note: If your podcast app does not hyperlink to resources, visit https://aicpasmallfirm.libsyn.com to access show notes with direct links.