How To Handle Bad Clients During A Crisis

You have been working really hard through the COVID-19 crisis and now we’re at the point where many accountants and bookkeepers are working on the SBA loans, the PPP, preparing the taxes, and getting the books up to date. Learning how to handle bad clients during a crisis is a new skillset to master.

A lot of you are working 14+ hour days, not getting up from the computer. Having your head down working really hard. 

I get it… and I just want to say “thank you.”

Thank you so much for everything that you’re doing for your clients. 

How to Handle Bad Clients 

There’s something else that I want you to notice as well. It’s something that’s popping up in crisis mode left and right. And I know it may be happening to you – and that’s why we need to talk about it.

Are your bad clients the loudest voice in the room?

These are those clients that are  barking the loudest, making the most demands, and probably wreaking a lot of havoc, causing a lot of stress.

They’re coming out of the woodwork, demanding that you finish their taxes, especially those that  were supposed to send everything to you months ago.

So here’s the thing, I want you to take a deep breath and first, and have empathy for them. 

Second, start taking back some control of this situation.

Start learning how to handle bad clients during a crisis.

Ask yourself:

  • Is this client just reactionary based on the current situation?
  • Was this client a bad client before this crisis?
  • Did this bad client’s behavior get even worse during the crisis?
  • Will this behavior improve after this crisis?

Take out a piece of paper, and start to write down your client’s name that falls into these categories.

When this is all over, you need to make a choice of who stays and who goes.

For now, go ahead and get them through this time, but then also start thinking about transitioning these bad out. 


Because you deserve only A-list clients. Period.

And when you are serving great clients at a high level, there is no room for vampires that suck up all of your valuable time. 

Start making your list today. Think about easy ways to transition out from working with them.

Opportunity of a lifetime

This is your opportunity to start unwinding from less than favorable clients, looking at your skillset, and believing in yourself.

Believing you can fill you practice with all A-list clients.

Right now is the BEST time to do this, because bad clients are causing you so much pain right now. When we experience pain, we are more inclined to do something about it.

And when bad clients zap your energy, they zap your energy from your A-list clients, the people that really need and deserve it. 

If you show up totally depleted, then you cannot serve your A-list clients on the high level they deserve.

Know that there’s light at the end of the tunnel. 

Know that you can start making a list in the background, creating a little bit of ease for yourself to say, “Hey, once I get over this hump, we can start coming up with a transition plan to transition some of these bad clients out.”

And you never have to deal with learning how to handle bad clients during a crisis.

As the saying goes, once one door closes, another one opens, and that’s your bad client going out the door and your A-clients walking in.

Want To Find Your Ideal A-List Clients?

Discover the the 6 Simple Consultative Questions To Ask On Every Call so that you can position yourself as the go-to-expert, create a two-way interview process so you can fill your practice with only great clients. Get your FREE PDF showing you the exact questions to ask on your next referral call! 

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