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 clientsReviewing the “Five Worst Clients” list weekly to protect team moraleSetting clear expectations to prevent burnout and resentmentHow offboarding the wrong clients made space for the right onesTurning guilt into growth by leading with empathy and clarityReady to build a firm with stronger systems and better client outcomes?Explore Intuit Professional Tax Software: https://accountants.intuit.com/tax-software/Connect with the hosts:🎙 Carrie Hammond: linkedin.com/in/cahammond🎙 Lexi Bonicard: linkedin.com/in/lexibonicardFollow Nick Boscia:Website: https://thebalancedcpa.comLinkedIn: https://www.linkedin.com/in/nickbosciaYouTube: https://www.youtube.com/@thebalancedcpa#TaxPro #ClientManagement #FirmGrowth #CPAWorkflow #IntuitTax #ProConnectTax #DeductThisPodcastCompare cloud vs desktop accounting?ProConnect Tax represents Intuit's cloud-first approach with anywhere access, real-time collaboration, and automatic updates without user intervention (plus eliminating desktop infrastructure costs).ProSeries Tax and Lacerte Tax offer proven desktop reliability with local data control and familiar workflows. Lacerte includes optional cloud hosting that bridges both worlds, combining desktop power with cloud accessibility.When comparing cloud vs desktop, consider which matches your firm's operational reality:Cloud advantages:Distributed teams work from any locationAutomatic updates ensure current-year compliance without manual installationsNo hardware investments or IT infrastructure managementBuilt-in redundancy and systematic backup protectionDesktop advantages:Traditional workflows have been developed over years of professional practiceLocal data storage for practices prioritizing on-premise controlFamiliar interface for established teams resistant to workflow changesLacerte Tax bridges both approaches through cloud hosting options, providing desktop-level customization with modern deployment flexibility. You get maximum control while embracing cloud team collaboration.Strategic firms choose deployment based on how they actually serve clients, rather than adhering to philosophical preferences about cloud versus desktop. The correct answer depends on your team structure, client service model, and whether your current infrastructure enables or constrains your growth.

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