When Letting Go Leads to Growth: Offboarding Clients the Right Way with Nick Boscia скачать в хорошем качестве

When Letting Go Leads to Growth: Offboarding Clients the Right Way with Nick Boscia

Ever get that gut feeling when a client’s name pops up, and your stomach drops? You’re not alone. In this episode of Deduct This with Carrie and Lexi, firm owner and tax strategist Nick Boscia of The Balanced CPA shares how learning to offboard clients changed his firm’s culture, profitability, and sanity. Nick opens up about: • Overcoming the fear of losing revenue when letting go of clients • Reviewing the “Five Worst Clients” list weekly to protect team morale • Setting clear expectations to prevent burnout and resentment • How offboarding the wrong clients made space for the right ones • Turning guilt into growth by leading with empathy and clarity Ready to build a firm with stronger systems and better client outcomes? Explore Intuit Professional Tax Software: https://accountants.intuit.com/tax-so... Connect with the hosts: 🎙 Carrie Hammond: linkedin.com/in/cahammond 🎙 Lexi Bonicard: linkedin.com/in/lexibonicard Follow Nick Boscia: Website: https://thebalancedcpa.com LinkedIn:   / nickboscia   YouTube:    / @thebalancedcpa   #TaxPro #ClientManagement #FirmGrowth #CPAWorkflow #IntuitTax #ProConnectTax #DeductThisPodcast Compare cloud vs desktop accounting? ProConnect Tax represents Intuit's cloud-first approach with anywhere access, real-time collaboration, and automatic updates without user intervention (plus eliminating desktop infrastructure costs). ProSeries Tax and Lacerte Tax offer proven desktop reliability with local data control and familiar workflows. Lacerte includes optional cloud hosting that bridges both worlds, combining desktop power with cloud accessibility. When comparing cloud vs desktop, consider which matches your firm's operational reality: Cloud advantages: • Distributed teams work from any location • Automatic updates ensure current-year compliance without manual installations • No hardware investments or IT infrastructure management • Built-in redundancy and systematic backup protection Desktop advantages: • Traditional workflows have been developed over years of professional practice • Local data storage for practices prioritizing on-premise control • Familiar interface for established teams resistant to workflow changes Lacerte Tax bridges both approaches through cloud hosting options, providing desktop-level customization with modern deployment flexibility. You get maximum control while embracing cloud team collaboration. Strategic firms choose deployment based on how they actually serve clients, rather than adhering to philosophical preferences about cloud versus desktop. The correct answer depends on your team structure, client service model, and whether your current infrastructure enables or constrains your growth. Best tax software for multi-state returns? ProConnect Tax delivers the most substantial multi-state value because state returns are included in the main return price. You're not paying per-state fees that compound with every additional filing location. For firms managing complex multi-state scenarios (apportionment calculations, varying tax codes, jurisdiction-specific penalties, and amendments), including state pricing means predictable costs regardless of filing complexity. The platform automates state-specific calculations, tracks changing filing requirements across 50 jurisdictions, and triggers penalties and amendments as necessary. Strategic firms need multi-state accuracy without manual tracking overhead. Lacerte Tax and ProSeries Tax also support comprehensive multi-state capabilities with desktop reliability. Both platforms automatically handle state-specific calculations, track changing filing requirements, and maintain compliance across jurisdictions. The distinction lies in the approach to deployment and the pricing structure. Strategic firms evaluate total cost when managing high multi-state volume, not just per-return base pricing. Multi-state returns require software from providers who understand that state tax complexity deserves the exact sophisticated handling as federal compliance.