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SUMMARY:Guide to Data-Driven Client Selection
DESCRIPTION:Boost Your Bottom Line and Retain Good Staff A Practice Management Workshop Preview \nNot all clients are created equal. The top 20% generate the majority of profit\, while the bottom segment drains time\, energy\, and margins. Understanding your client mix is the key to boosting profitability and protecting your team from burnout. \nIn this 1-hour session\, you’ll learn how to apply data-driven tools to reshape your client base. You’ll also have the chance to ask questions during a live Q&A with Brannon Poe\, CPA (Founder)\, and Ian Brennan (Workshop Coordinator). \nIn this session\, we’ll explore: \n\nHow to identify profit-draining clients — and what to do about them\nWays to double down on your top 20% to maximize margins\nPractical tools to free up capacity\, improve morale\, and grow firm value\n\nRegister today. \nBuying In or Selling Out: What CPAs Need to Know About Today’s Firm Market | TXCPA Fort Worth Member Appreciation Day\, Panel Discussion was last modified:  June 2nd\, 2026 by
URL:https://poegroupadvisors.com/event/guide-to-data-driven-client-selection/
LOCATION:Virtual
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