152 | Offboarding Clients

The Ambitious Bookkeeper Podcast

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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®

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Capíttulos

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)