Most tax professionals think growth means adding more—more clients, more staff, more stress.
But what if the real path to scaling lies in doing less?

Whether you’re overwhelmed by client volume or want to realign your services around higher-value advisory work, The Art of Subtraction reveals how to strategically offboard clients without damaging relationships or revenue.

In this guide, you’ll discover:

• The three most common offboarding approaches—and why they succeed or fail.

• A fourth, strategic path that protects your reputation while ensuring clients are cared for.

• How to monetize client transitions, turning them into new growth capital.

If you want to work with fewer—but better—clients, this guide will help you reclaim your time, protect your brand, and scale sustainably.

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Learn how subtraction can be the most powerful addition to your firm’s growth strategy.