Accounting Firm Growth Strategies

Navigating Out-of-Scope Work: What to Do


Listen Later

What’s your response when clients request services beyond the agreed-upon scope?

Whether it's a one-off consulting project, a request to handle a specialized tax issue, or an ongoing bookkeeping arrangement, handling these types of requests can present challenges.

Navigating these situations without compromising your firm’s profitability and client relationships can be tricky.

You want to respond to these requests without overextending your firm’s capabilities.

Here's what to expect:

✔️ Protect your firm from doing additional work without compensation

✔️ Options to address out-of-scope changes

✔️ How to reduce scope creep while balancing client relationships

Even if you have doubts, it's possible to shift your focus to the value you provide and celebrate your accomplishments.

Watch this episode to navigate scope creep while maintaining healthy client relationships.

If you want to double your income, working half the time, then Get Paid What You're Worth is a FREE resource for accounting professionals. Check out this 43-page e-book at https://businesssuccesssolution.com/worth

Subscribe to the Accounting Firm Growth Strategies Podcast: https://podcasters.spotify.com/pod/show/loren-fogelman2


...more
View all episodesView all episodes
Download on the App Store

Accounting Firm Growth StrategiesBy Loren Fogelman