Culling Clients: Key Growth Strategy Toolkit

Culling Clients: Key Growth Strategy Toolkit
August 28, 2025 @ 1-1:50pm ET

Staff retention and capacity remain among the most pressing challenges for many CPA firms. Work compression, pressure to stay on top of rules and requirements, and evolving technology all play a role in the current pipeline crisis. The key to solving the challenge in your firm may be less about the addition of people and more about the subtraction of clients. This session will provide an overview of how you can implement an effective client culling strategy to transition clients out of your practice while maintaining profits and making your firm a place where your people want to be.

Who Should Attend

Firm owners
Practice leaders
Next generation leaders

Learning Objectives

Explore the mindsets that get in the way of transitioning clients
Learn to use revenue modeling to make a business case for serving fewer clients
Learn ways to overcome internal objections to transitioning clients out of the practice
Learn to think differently about who can/should serve clients
Understand why doing more for fewer clients is a catalyst for profitable, sustainable growth
Discover the five step “Right-sizing your Firm's Client Base” process and how you can use it to future-proof your firm

Presenter: Larry Bildstein, CEO of The Whetstone Group

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ADDTIONAL INFORMATION
Instructional Delivery Method: Group Live Internet-Based.
The instructional method is lecture with active group participation and visual aids.
CPE Credit: 1
Field of Study: Business Management & Organization
Prerequisite: None
Program Level: Basic
Advanced Preparation: None
Cancel at any time for a full refund.

CPA Leadership Institute, Inc. is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of the individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

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WEBINAR: AUGUST 28, 2025

WEBINAR: AUGUST 28, 2025

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