Rick Telberg || CPA TRENDLINES
How to Fire a Client
1
WELCOME!

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Name:
Email:
2
HOW MANY of your clients would you like to fire?
All of them Most of them Some of them A few of them None of them
3
WHEN WAS the last time you fired a client?
Never
More than a year ago
Within the last 12 months
Within the the last 30 days
Within the last week
I'll get around to it tomorrow
4
Can you describe your own CLIENT FROM HELL?
5
WHAT'S YOUR ADVICE to other accountants about firing clients?
6
PLEASE TELL US A LITTLE ABOUT YOURSELF...

In what type of business do you work?
Public accounting
Business or Industry
Government
Not-for-profit
Education
Vendor/Supplier to CPAs/Financial Executives
Other, please specify
7
How many people work in your office or location?
1 to 10
11 to 50
51 to 100
101 to 500
More than 500
8
Which best describes your position?
Managing Partner/President/CEO/COO/
Partner/Senior Executive/CFO/Controller
Senior Staff/General Management
Mid-Level Staff/Internal Auditor
Junior Staff/Accountant/Administrator
Other, please specify
9
OPTIONAL: Can we quote you? Thanks!
Name
City, State
Phone

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