Misc UK

The Accountants' Mastermind - Client Disengagement

A simple workflow template to use when disengaging clients from your accounting firm.

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Not 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.

The Accountants' Mastermind - Client Disengagement DOWNLOAD TEMPLATE