Thursday, October 6th, 2022

Bad 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

October 15 is fast approaching. You struggled through September 15 with those troublesome clients who do not respond to your requests for their information. Now, the same struggle continues for those individual income tax clients for their return due October 15.

Some years ago, I found a listing of the 15 habits of bad clients.

  1. Slow paying or non-payment of fees.
  2. Write-downs always exceed write-ups.
  3. The client frequently complains about billings.
  4. The client is unwilling to pay for added services.
  5. Not profitable when compared to other clients.
  6. A personality conflict with partners and staff.
  7. Client conduct makes staff uncomfortable.,
  8. The client is abusive to staff, even if civil to partners.
  9. The client fails to cooperate or provide information on a timely basis.
  10. The client doesn’t listen to the advice and complains about the results.
  11. Client projects are always on a crisis time schedule.
  12. The client expresses a lack of trust in the firm’s work.
  13. The client is less than truthful.
  14. The client has taken on new ventures outside the firm’s area of expertise.
  15. The client’s activities expose the firm to liability.

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

  • "When one door of happiness closes, another opens; but often we look so long at the closed door that we do not see the one which has been opened for us."
  • Helen Keller

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