{"id":25207,"date":"2022-03-14T08:25:41","date_gmt":"2022-03-14T13:25:41","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=25207"},"modified":"2022-03-14T08:25:41","modified_gmt":"2022-03-14T13:25:41","slug":"winning-tactics-to-quitting-bad-clients","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/winning-tactics-to-quitting-bad-clients\/","title":{"rendered":"5 winning tactics to quitting bad clients"},"content":{"rendered":"<p>Severing ties with your clients is one of the most challenging aspects of operating a firm. Yet, it is a very necessary task. It\u2019s tempting to continue working with a disgruntled or difficult client, hoping the relationship improves, not to mention the concern about your bottom line. But the situation places you in a vulnerable position, which you should avoid at all costs.<\/p>\n<p>Unfruitful relationships lead to problems, making it more difficult to service your other clients. It also puts your reputation at risk and, depending on the situation, could lead to a potential malpractice claim. You must contemplate these matters from the viewpoint of a business owner and practitioner.<\/p>\n<p>Here are five tactics to consider.<\/p>\n<h2>#1: Identify a deteriorating relationship<\/h2>\n<p>One of the best ways to know if it\u2019s time to call it quits is to recognize telltale signs early on. Here are some examples of what to look for when assessing a client\u2019s conduct. The client:<\/p>\n<ul>\n<li>Won\u2019t follow your advice.<\/li>\n<li>Cancels meetings.<\/li>\n<li>Exhibits abusive or aggressive behavior.<\/li>\n<li>Monopolizes too much time.<\/li>\n<li>Doesn\u2019t provide documentation.<\/li>\n<li>Complains about billing and your work product.<\/li>\n<li>Wants projects finished on tight deadlines.<\/li>\n<li>Is unmanageable.<\/li>\n<\/ul>\n<p>While a single instance may not rise to a terminable offense, repeated infractions or a combination of many issues could become the basis for placement on a shortlist.<span class=\"Apple-converted-space\">\u00a0<\/span><\/p>\n<h2>#2: Value your team\u2019s opinion<\/h2>\n<p>Clients come and go, but <a href=\"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/preparing-your-accounting-firm-for-the-great-resignation\/\"title=\"\"  target=\"_blank\" rel=\"false noopener\">employees are harder to find<\/a>. Make it a priority to conduct semi-annual reviews with team members who have daily client interactions. You\u2019ll also experience lower turnover when you welcome your staff as a stakeholder. They\u2019re in the best position to provide insight or divulge details on matters occurring in the background.<\/p>\n<p>For an objective evaluation, use a ranking or point system to grade clients, rather than a subjective or off-hand review. For example, the criteria might include the following items:<\/p>\n<ul>\n<li>Communication<\/li>\n<li>Cooperation<\/li>\n<li>Trustworthiness<\/li>\n<li>Responsibility<\/li>\n<li>Payment history<\/li>\n<li>Transactional value<\/li>\n<\/ul>\n<p>Not everything boils down to dollars. Yet, ending toxic relationships can clear the way for more profitable and positive engagements from clients who need or want your help\u2014a concern of every business owner.<\/p>\n<h2>#3: Use a clear and consistent message<\/h2>\n<p>It\u2019s easy to become emotional or angry, which is why you\u2019ll want a disengagement letter ready to go. Tactful actions will save you time and money, and so will preparation. This is not the time to cut corners.<\/p>\n<p>If you\u2019re not a talented writer, that\u2019s okay\u2014especially when you\u2019re delivering bad news. Nearly all disengagements involve awkward, stressful, or uncomfortable elements. You can contact your insurance carrier to get an approved template, and then make adjustments. The insurer may also require you to notify them when potential legal issues affect your policy.<\/p>\n<p>These are some key elements to consider when composing a letter:<\/p>\n<ul>\n<li>Reason for termination (contract violation, non-compliance, unresponsive, non-payment, and other reasons).<\/li>\n<li>Effective date.<\/li>\n<li>Instructions for accessing or downloading files.<\/li>\n<li>Removing accountant\u2019s access from online accounts.<\/li>\n<li>Willingness to speak with the new accountant.<\/li>\n<li>Reminder of upcoming deadlines.<\/li>\n<\/ul>\n<p>Try to ensure the client has the information to transition successfully. Make it as painless as possible for both of you. Always remain neutral and professional, but firm. <a href=\"https:\/\/deductingtherightway.com\/tax-pros-disengagement-letter\"title=\"\"  target=\"_blank\" rel=\"false noopener\" target=\"_blank\">Here\u2019s a sample letter for your review and use<\/a>.<\/p>\n<h2>#4: Learn from the past<\/h2>\n<p>Use your experiences to create a checklist for accepting new clients. Your intake form must include questions that help identify prospective clients who are a good fit for your firm.<\/p>\n<ul>\n<li>Why are you switching accountants?<\/li>\n<li>How many accountants worked on your file in the past five years?<span class=\"Apple-converted-space\">\u00a0<\/span><\/li>\n<li>How comfortable are you with technology?<\/li>\n<li>Do you have past-due tax returns?<\/li>\n<li>How fast do you want us to respond?<\/li>\n<li>If we find issues, are you willing to follow the steps to become compliant?<\/li>\n<\/ul>\n<p>These answers also help you price the client for future billings and outline the engagement&#8217;s scope.<\/p>\n<h2>#5: Get back on track<\/h2>\n<p>Not every client is perfect, so you should not expect a client base with no faults. Yet, there is a distinction between uninformed and willful clients. Do not accept behavior that leads to a hostile or disruptive work environment. Your client roster likely has more than one person, so it&#8217;s critical to weigh the needs of all clients, your staff, and yourself.<\/p>\n<p>Quitting a client lets you refocus your energy and attention on a more productive operation, supported by a happy team. You&#8217;ll also have healthier and more rewarding relationships with those who care.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Everyone has to resolve a client issue during their career, and procrastinating does no one any good. Get best practices from Thomas J. Williams, EA, and Iris K. Palma, JD.<\/p>\n","protected":false},"author":127029586,"featured_media":25209,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rkv_reviewed_by_select":[],"rkv_browse_by_id":0,"rkv_cta_id":0,"rkv_optimize_for_pagespeed":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"useModifiedDate":false,"customPublishDate":"","customModifiedDate":"","_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"{title}\n\n{excerpt}\n\n{url}","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false,"jetpack_post_was_ever_published":false},"categories":[507998780,116807],"tags":[],"intuit_collection":[],"intuit_series":[],"coauthors":[582953244,646041845],"class_list":["post-25207","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-grow-your-practice","category-practice-management"],"header_image":"","yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.4 (Yoast SEO v28.4) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>5 Tactics for Quitting Bad Clients<\/title>\n<meta name=\"description\" content=\"Know when and how to cut ties with difficult clients. These 5 tactics help tax pros protect their firm, reputation, and bottom line from unfruitful relationships.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/winning-tactics-to-quitting-bad-clients\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"5 winning tactics to quitting bad clients - Tax Pro Center | Intuit\" \/>\n<meta property=\"og:description\" content=\"Know when and how to cut ties with difficult clients. These 5 tactics help tax pros protect their firm, reputation, and bottom line from unfruitful relationships.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/winning-tactics-to-quitting-bad-clients\/\" \/>\n<meta property=\"og:site_name\" content=\"Tax Pro Center | Intuit\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/IntuitAccountants\" \/>\n<meta property=\"article:published_time\" content=\"2022-03-14T13:25:41+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/03\/Bad-Clients.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"700\" \/>\n\t<meta property=\"og:image:height\" content=\"381\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Thomas J. Williams, EA, Iris K. Palma, JD\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@IntuitAccts\" \/>\n<meta name=\"twitter:site\" content=\"@IntuitAccts\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Thomas J. Williams, EA, Iris K. Palma, JD\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/winning-tactics-to-quitting-bad-clients\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/winning-tactics-to-quitting-bad-clients\\\/\"},\"author\":{\"name\":\"Thomas J. Williams, EA\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/person\\\/dcb27098d87c67dea74bd74e48068f6d\"},\"headline\":\"5 winning tactics to quitting bad clients\",\"datePublished\":\"2022-03-14T13:25:41+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/winning-tactics-to-quitting-bad-clients\\\/\"},\"wordCount\":754,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/winning-tactics-to-quitting-bad-clients\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2022\\\/03\\\/Bad-Clients.jpg\",\"articleSection\":[\"Grow your practice\",\"Practice Management\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/winning-tactics-to-quitting-bad-clients\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/winning-tactics-to-quitting-bad-clients\\\/\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/winning-tactics-to-quitting-bad-clients\\\/\",\"name\":\"5 Tactics for Quitting Bad Clients\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/winning-tactics-to-quitting-bad-clients\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/winning-tactics-to-quitting-bad-clients\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2022\\\/03\\\/Bad-Clients.jpg\",\"datePublished\":\"2022-03-14T13:25:41+00:00\",\"description\":\"Know when and how to cut ties with difficult clients. These 5 tactics help tax pros protect their firm, reputation, and bottom line from unfruitful relationships.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/winning-tactics-to-quitting-bad-clients\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/winning-tactics-to-quitting-bad-clients\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/winning-tactics-to-quitting-bad-clients\\\/#primaryimage\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2022\\\/03\\\/Bad-Clients.jpg\",\"contentUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2022\\\/03\\\/Bad-Clients.jpg\",\"width\":700,\"height\":381,\"caption\":\"Bad Clients\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/winning-tactics-to-quitting-bad-clients\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"5 winning tactics to quitting bad clients\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#website\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\",\"name\":\"Tax Pro Center | Intuit\",\"description\":\"Tax Pro Center\",\"publisher\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\",\"name\":\"Tax Pro Center | Intuit\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2022\\\/10\\\/Tax_Pro_Center_Logo_Final_large.webp\",\"contentUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2022\\\/10\\\/Tax_Pro_Center_Logo_Final_large.webp\",\"width\":872,\"height\":160,\"caption\":\"Tax Pro Center | Intuit\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"sameAs\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/IntuitAccountants\",\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/IntuitAccts\",\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/intuitaccountants\\\/?hl=en\",\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/company\\\/intuit-accountants\\\/\"]},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/person\\\/dcb27098d87c67dea74bd74e48068f6d\",\"name\":\"Thomas J. Williams, EA\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/00d24c7a854f4432f8e43a5569f882fb74e5b0184f81c50525f16253cf556af0?s=96&d=identicon&r=g\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/00d24c7a854f4432f8e43a5569f882fb74e5b0184f81c50525f16253cf556af0?s=96&d=identicon&r=g\",\"contentUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/00d24c7a854f4432f8e43a5569f882fb74e5b0184f81c50525f16253cf556af0?s=96&d=identicon&r=g\",\"caption\":\"Thomas J. Williams, EA\"},\"description\":\"Thomas J. Williams, EA, is a federally licensed tax practitioner, co-founder of Deducting The Right Way\u00ae, and a member of the National Association of Enrolled Agents. He enjoys helping small business owners gain the confidence to handle their business finances, and has implemented strategies for nearly 20 years with domestic and international clients.\",\"sameAs\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\"],\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/author\\\/thomaswilliamstax\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"5 Tactics for Quitting Bad Clients","description":"Know when and how to cut ties with difficult clients. These 5 tactics help tax pros protect their firm, reputation, and bottom line from unfruitful relationships.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/winning-tactics-to-quitting-bad-clients\/","og_locale":"en_US","og_type":"article","og_title":"5 winning tactics to quitting bad clients - Tax Pro Center | Intuit","og_description":"Know when and how to cut ties with difficult clients. These 5 tactics help tax pros protect their firm, reputation, and bottom line from unfruitful relationships.","og_url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/winning-tactics-to-quitting-bad-clients\/","og_site_name":"Tax Pro Center | Intuit","article_publisher":"https:\/\/www.facebook.com\/IntuitAccountants","article_published_time":"2022-03-14T13:25:41+00:00","og_image":[{"width":700,"height":381,"url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/03\/Bad-Clients.jpg","type":"image\/jpeg"}],"author":"Thomas J. Williams, EA, Iris K. Palma, JD","twitter_card":"summary_large_image","twitter_creator":"@IntuitAccts","twitter_site":"@IntuitAccts","twitter_misc":{"Written by":"Thomas J. Williams, EA, Iris K. Palma, JD","Est. reading time":"4 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/winning-tactics-to-quitting-bad-clients\/#article","isPartOf":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/winning-tactics-to-quitting-bad-clients\/"},"author":{"name":"Thomas J. Williams, EA","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/dcb27098d87c67dea74bd74e48068f6d"},"headline":"5 winning tactics to quitting bad clients","datePublished":"2022-03-14T13:25:41+00:00","mainEntityOfPage":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/winning-tactics-to-quitting-bad-clients\/"},"wordCount":754,"commentCount":0,"publisher":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/winning-tactics-to-quitting-bad-clients\/#primaryimage"},"thumbnailUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2022\/03\/Bad-Clients.jpg","articleSection":["Grow your practice","Practice Management"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/winning-tactics-to-quitting-bad-clients\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/winning-tactics-to-quitting-bad-clients\/","url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/winning-tactics-to-quitting-bad-clients\/","name":"5 Tactics for Quitting Bad Clients","isPartOf":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#website"},"primaryImageOfPage":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/winning-tactics-to-quitting-bad-clients\/#primaryimage"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/winning-tactics-to-quitting-bad-clients\/#primaryimage"},"thumbnailUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2022\/03\/Bad-Clients.jpg","datePublished":"2022-03-14T13:25:41+00:00","description":"Know when and how to cut ties with difficult clients. These 5 tactics help tax pros protect their firm, reputation, and bottom line from unfruitful relationships.","breadcrumb":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/winning-tactics-to-quitting-bad-clients\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/winning-tactics-to-quitting-bad-clients\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/winning-tactics-to-quitting-bad-clients\/#primaryimage","url":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2022\/03\/Bad-Clients.jpg","contentUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2022\/03\/Bad-Clients.jpg","width":700,"height":381,"caption":"Bad Clients"},{"@type":"BreadcrumbList","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/winning-tactics-to-quitting-bad-clients\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/accountants.intuit.com\/taxprocenter\/"},{"@type":"ListItem","position":2,"name":"5 winning tactics to quitting bad clients"}]},{"@type":"WebSite","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#website","url":"https:\/\/accountants.intuit.com\/taxprocenter\/","name":"Tax Pro Center | Intuit","description":"Tax Pro Center","publisher":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/accountants.intuit.com\/taxprocenter\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization","name":"Tax Pro Center | Intuit","url":"https:\/\/accountants.intuit.com\/taxprocenter\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/logo\/image\/","url":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2022\/10\/Tax_Pro_Center_Logo_Final_large.webp","contentUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2022\/10\/Tax_Pro_Center_Logo_Final_large.webp","width":872,"height":160,"caption":"Tax Pro Center | Intuit"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/accountants.intuit.com\/taxprocenter\/IntuitAccountants","https:\/\/accountants.intuit.com\/taxprocenter\/IntuitAccts","https:\/\/accountants.intuit.com\/taxprocenter\/intuitaccountants\/?hl=en","https:\/\/accountants.intuit.com\/taxprocenter\/company\/intuit-accountants\/"]},{"@type":"Person","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/dcb27098d87c67dea74bd74e48068f6d","name":"Thomas J. Williams, EA","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/00d24c7a854f4432f8e43a5569f882fb74e5b0184f81c50525f16253cf556af0?s=96&d=identicon&r=g","url":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/00d24c7a854f4432f8e43a5569f882fb74e5b0184f81c50525f16253cf556af0?s=96&d=identicon&r=g","contentUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/00d24c7a854f4432f8e43a5569f882fb74e5b0184f81c50525f16253cf556af0?s=96&d=identicon&r=g","caption":"Thomas J. Williams, EA"},"description":"Thomas J. Williams, EA, is a federally licensed tax practitioner, co-founder of Deducting The Right Way\u00ae, and a member of the National Association of Enrolled Agents. He enjoys helping small business owners gain the confidence to handle their business finances, and has implemented strategies for nearly 20 years with domestic and international clients.","sameAs":["https:\/\/accountants.intuit.com\/taxprocenter\/"],"url":"https:\/\/accountants.intuit.com\/taxprocenter\/author\/thomaswilliamstax\/"}]}},"jetpack_publicize_connections":[],"jetpack_shortlink":"https:\/\/wp.me\/pazjGh-6yz","jetpack-related-posts":[{"id":10107,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/cross-selling-services-to-your-clients\/","url_meta":{"origin":25207,"position":0},"title":"Cross-selling services to your tax clients","author":"Jeff Wilson, CPA\/PFS, CGMA, CFE, CDFA","date":"October 5, 2017","format":false,"excerpt":"Increase your average revenue per client rather than increasing your number of tax and accounting clients.","rel":"","context":"In &quot;Grow your practice&quot;","block_context":{"text":"Grow your practice","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/grow-your-practice\/"},"img":{"alt_text":"Tax professional with clients","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/10\/tax-clients-e1535552634356.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/10\/tax-clients-e1535552634356.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/10\/tax-clients-e1535552634356.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":83568,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/value-based-pricing-moving-beyond-hourly-billing\/","url_meta":{"origin":25207,"position":1},"title":"Value-based pricing: Moving beyond hourly billing","author":"Nadia Rodriguez, CPA, CTC","date":"August 3, 2026","format":false,"excerpt":"Stop leaving money on the table and being underpaid for your expert skills. Get tips and strategies to move your practice to value-based billing.","rel":"","context":"In &quot;Practice Management&quot;","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"Value-based pricing: Moving beyond hourly billing","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2026\/07\/Value-based-pricing-Moving-beyond-hourly-billing-copy.jpeg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2026\/07\/Value-based-pricing-Moving-beyond-hourly-billing-copy.jpeg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2026\/07\/Value-based-pricing-Moving-beyond-hourly-billing-copy.jpeg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2026\/07\/Value-based-pricing-Moving-beyond-hourly-billing-copy.jpeg?resize=700%2C400&ssl=1 2x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2026\/07\/Value-based-pricing-Moving-beyond-hourly-billing-copy.jpeg?resize=1050%2C600&ssl=1 3x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2026\/07\/Value-based-pricing-Moving-beyond-hourly-billing-copy.jpeg?resize=1400%2C800&ssl=1 4x"},"classes":[]},{"id":17248,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/advisory-checklist-lead-with-tax-planning-and-advisory-services\/","url_meta":{"origin":25207,"position":2},"title":"Advisory Checklist: Lead with tax planning and advisory services","author":"Jim Buffington, CPA","date":"August 29, 2019","format":false,"excerpt":"If you want to strengthen your advisory services but don't know what steps to take, check out this checklist and take the steps to lead with advisory in your tax and accounting practice.","rel":"","context":"In &quot;Advisory Services&quot;","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"financial planning","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/02\/tips-e1508453261598.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/02\/tips-e1508453261598.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/02\/tips-e1508453261598.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/02\/tips-e1508453261598.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":19124,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/proconnect\/intuit-provides-resources-supporting-your-accounting-practice-and-small-business-clients-during-covid-19-outbreak\/","url_meta":{"origin":25207,"position":3},"title":"Intuit provides resources supporting your accounting practice and business clients during COVID-19 outbreak","author":"Intuit Accountants Team","date":"March 17, 2020","format":false,"excerpt":"Get the information you need for your tax and accounting practice to stay informed about the coronavirus outbreak.","rel":"","context":"In &quot;Intuit\u00ae Accountants News&quot;","block_context":{"text":"Intuit\u00ae Accountants News","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/proconnect\/"},"img":{"alt_text":"tax professional","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/11\/istock_000031793172_full-e1508455410346.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/11\/istock_000031793172_full-e1508455410346.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/11\/istock_000031793172_full-e1508455410346.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/11\/istock_000031793172_full-e1508455410346.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":11645,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/keys-to-growing-your-tax-and-accounting-practice\/","url_meta":{"origin":25207,"position":4},"title":"Keys to Growing Your Tax and Accounting Practice","author":"Michelle Hammond, CPA, MBA, CGMA","date":"February 27, 2018","format":false,"excerpt":"Learn how Michelle Hammond, CPA, grew her tax and accounting practice.","rel":"","context":"In &quot;Grow your practice&quot;","block_context":{"text":"Grow your practice","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/grow-your-practice\/"},"img":{"alt_text":"Find your ideal client","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/10\/human-target.jpg?resize=350%2C200&ssl=1","width":350,"height":200},"classes":[]},{"id":76499,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/grow-your-practice\/differences-between-a-lead-and-a-prospect\/","url_meta":{"origin":25207,"position":5},"title":"Differences between a lead and a prospect","author":"Christopher J. Picciurro, CPA\/PFS, MBA, ARA","date":"February 18, 2026","format":false,"excerpt":"Every client relationship starts with a lead, but not every lead becomes a prospect, and not every prospect becomes a client. Find out how to ensure a solid sales pipeline of prospects to fuel your practice.","rel":"","context":"In &quot;Grow your practice&quot;","block_context":{"text":"Grow your practice","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/grow-your-practice\/"},"img":{"alt_text":"Differences between a lead and a prospect","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2026\/02\/Differences-between-a-lead-and-a-prospect-copy.jpeg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2026\/02\/Differences-between-a-lead-and-a-prospect-copy.jpeg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2026\/02\/Differences-between-a-lead-and-a-prospect-copy.jpeg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2026\/02\/Differences-between-a-lead-and-a-prospect-copy.jpeg?resize=700%2C400&ssl=1 2x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2026\/02\/Differences-between-a-lead-and-a-prospect-copy.jpeg?resize=1050%2C600&ssl=1 3x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2026\/02\/Differences-between-a-lead-and-a-prospect-copy.jpeg?resize=1400%2C800&ssl=1 4x"},"classes":[]}],"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/03\/Bad-Clients.jpg","_links":{"self":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/25207","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/users\/127029586"}],"replies":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/comments?post=25207"}],"version-history":[{"count":9,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/25207\/revisions"}],"predecessor-version":[{"id":25256,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/25207\/revisions\/25256"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media\/25209"}],"wp:attachment":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media?parent=25207"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/categories?post=25207"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/tags?post=25207"},{"taxonomy":"intuit_collection","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_collection?post=25207"},{"taxonomy":"intuit_series","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_series?post=25207"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/coauthors?post=25207"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}