Setting Healthy Boundaries with Clients

So you've landed a new client at your accounting firm — congratulations! You tell them you're flexible and can work with them whenever they want, leaving an open-ended working agreement. They ask you to throw in a few extra services like bookkeeping and payroll management — since they're a new client and promise to tell all their friends about your firm. Without hesitation, you agree. You're happy to grow your practice, build rapport, and make more money.