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An FAQ for Firing Clients On October 21st

By now, I hope you've heard that we've declared October 21st National Fire Some Clients Day. We truly believe that firing clients is an immediate, emergency measure to make breathing room for both leadership and team members in your firm. Firing clients symbolizes your firm's commitment to right-sizing your capacity going into the Spring busy [...]

2022-10-05T13:17:53-05:00

ConvergenceCoaching® Declares October 21st "National Fire Some Clients Day™"

For Immediate Release: Bellevue, NE, September 22, 2022: ConvergenceCoaching®, a remote, blended and flexible leadership consulting firm working exclusively with accounting and consulting firms and associations, has declared October 21st "National Fire Some Clients Day™." "Across the profession, firms are facing tremendous opportunity yet have limited capacity to capitalize on it," stated Jennifer Wilson. "Capacity-building [...]

2022-09-23T15:04:53-05:00

Overcome the Top 6 Excuses for Not Firing Crummy Clients

We are in the midst of the “Great Resignation,” an inflationary period, changing and increasingly complex regulations and standards, coming off of a pandemic that literally rocked our world, and experiencing the highest volume of work most firms have ever seen. To compound this, we are seeing declining accounting undergraduate and Master’s degrees, lower college [...]

2022-09-02T10:45:45-05:00

What Grade Would Your Clients Earn?

The succession of Baby Boomer professionals is a topic on the minds of most firm leaders today. A significant component of the succession process for many is the transition of clients. There are many best practices when transitioning clients, including those covered by my colleague in this CPA Insider blog. What I find, however, is that [...]

2022-09-14T11:38:42-05:00

What Grade Would Your Clients Earn?

The succession of Baby Boomer professionals is a topic on the minds of most firm leaders today. A significant component of the succession process for many is the transition of clients. There are many best practices when transitioning clients, including those covered by my colleague in this CPA Insider blog. What I find, however, is [...]

2016-02-12T15:31:19-06:00

Give Your People the Confidence to Hope

We kicked off the season of Advent this past Sunday, which is a time of anticipation and preparing for Christmas. The initial gospel readings did not start out so well, however, as the stories were about people who were fraught with worry and anxiousness, weary about what was happening in the world. It made me [...]

2022-07-01T08:36:23-05:00

HR Huddle: HR Leaders Priorities Before Spring Busy Season

In the October 18, 2021 HR Huddle, Tamera Loerzel and Jennifer Wilson discuss priorities for HR leaders to drive or focus on for the next 8-10 weeks before the next busy season, ranging from PTO, culling clients, office mandates and demonstrating gratitude. Join us next week for a live discussion of all things leadership -- [...]

2021-10-19T20:04:38-05:00

CPA Firm Practice Economics - 5 Key Levers

CPA firms are simple and complex at the same time. Simple because they consist primarily of people – the clients and the professionals. Granted, firms also require workspace and technology to operate, grow and succeed, but people are the primary value drivers. CPA firms are also complex for the same reason they are simple:  because [...]

2017-10-11T08:11:25-05:00

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