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 promptly and thoroughly. 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.*
