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The Accountants' Mastermind - Client Disengagement
A simple workflow template to use when disengaging clients from your accounting firm.
DOWNLOAD TEMPLATE START YOUR 30-DAY FREE TRIALNot all clients will stay forever... so what do you need to do when one decides to leave?
Use this template provided by Simon Chaplin from The Accountants’ Mastermind to manage all the stages of disengaging clients from your firm.
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