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

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