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It’s time to say goodbye to a client. And no matter the reason for the goodbyes, a graceful ending is always in order.
There are many steps to disengage a client and you must get through them in a timely and thorough manner. Dragging it out, miscommunication, repeating requests, and forgetting steps can make a messy affair out of even the most cordial ending.
This session details how to calmly disengage clients using forms, communications, processes and task lists.
*For specific accounting program disengagement tasks, only QBO-centric examples will be discussed. The task concepts can be easily adjusted for Sage and Xero by users of those programs.*
Speaker: Kellie Parks CPB
Kellie is a relentless organizer and believes cloud financial technology is key to organization.
She is an ardent devotee of online accounting platforms and loves all the apps that create a robust cloud accounting ecosystem. She adopted cloud financial technology for her own business in 2009 using Freshbooks for invoicing. And then QBO in 2012, as soon as it came to Canada and happily migrated all of her clients to it.
Kellie loves introducing QBO and the app partner programs to accountants and their clients. She now spends much of her day educating Accounting Firms and SMBs but loves keeping her head firmly in her bookkeeping client's day-to-day accounting needs as well. Cloud accounting technology has made it possible for Kellie to enjoy working from out-of-country locations for most of the winter and maintain her coaching and bookkeeping business seamlessly.
Kellie and her husband Jeff, a Fly Fishing Guide have 3 grown kids and live with 2 unruly Australian Shepherds in a 100-year-old lakeside cabin (that is chronically under renovation).
She is an avid runner, water & snow skier, and live music fan.
Kellie is a proud member of the Intuit International Trainer Writer Network and the FreshBooks Accountant Council.