Episode notes
In this episode of The Balanced Mind, Kim Searle and co-host Richard Brewin from Progress dive deep into one of the most pressing challenges facing accountants today: getting clients to value their time, expertise, and boundaries.
From managing unresponsive clients to addressing those who ignore professional advice, Kim and Richard explore:
- 🚩 The red flags to spot when onboarding new clients
- 💬 How to lead difficult conversations with existing ones
- 📜 The power of setting expectations early with client charters and clear terms
- ⏳ Why it’s time to stop absorbing clients' poor time management and lack of accountability
- 🔄 How shifting your mindset and setting non-negotiables can transform your practice
- 📆 What MTD (Making Tax Digital) means for your client relationsh ...
Keywords
#Accounting thebalancedmindClientboundariesKnowyourworthMTD2026ProfessionalboundariesAccountabiility