Disengagements. The word alone can make your stomach drop—but what if they were the key to unlocking your firm’s growth potential?
This week on the Accountant She Practice Owners Podcast, James and I dive into the much-avoided topic of client disengagements and how they can actually help you build a stronger, more sustainable practice.
Here’s what we’re covering:
✅ The step-by-step process we follow for disengaging clients professionally and efficiently.
✅ Why some disengagements are good for your firm—and how to identify when it's time to let go.
✅ The two essential questions we ask about every disengaged client (these alone can transform your retention strategy).
✅ How to turn disengagement data into actionable insights that improve service quality and attract better clients.
PLUS: We’re sharing real examples from our disengagement tracker—the exact tool we use to refine our client experience, prevent future losses, and ensure we’re always making room for dream clients.
If you’ve ever lost a client (or worried about losing one), this episode will change how you see disengagements forever.
Take the stress out of saying goodbye and start seeing disengagements as your next growth opportunity.
The full episode is available now to paid subscribers!
