Wednesday, September 5th, 2018

Fire Drill Clients

“Consider how hard it is to change yourself and you’ll understand what little chance you have in trying to change others.” – Tom Robbins

September 15th is approaching rapidly. You are so unhappy with those clients that ignore all of your requests for their information. Once the fire drill is over, take time to review your client list and decide on the ones that simply must go.

According to Arvid Mostad, President of Mostad & Christensen, Inc., a well-known supplier of quality marketing materials to the CPA profession, here are the 15 habits of bad clients:
  1. Slow paying or non-payment of fees.
  2. Write-downs always exceed write-ups.
  3. Client frequently complains about billings.
  4. Client is unwilling to pay for added services.
  5. Not profitable when compared to other clients.
  6. Personality conflict with partners and staff.
  7. Client conduct makes staff uncomfortable.,
  8. Client is abusive to staff, even if civil to partners.
  9. Client fails to cooperate or provide information on a timely basis.
  10. Client doesn’t listen to advice given, then complains about results.
  11. Client projects are always on a crisis time schedule.
  12. Client expresses lack of trust in the firm’s work.
  13. Client is less than truthful.
  14. Client has taken on new ventures outside the firm’s area of expertise.
  15. Client’s activities expose the firm to liability.

Use this list to help identify the clients that need to be referred elsewhere.

  • "Laughter and tears are both responses to frustration and exhaustion . . . . I myself prefer to laugh, since there is less cleaning up to do afterward. "
  • Kurt Vonnegut

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