The decision to change accountants often comes as the result of pain experienced. It is important to explore this experience so that we can learn from it and make improvements for the future. Author Rob Nixon suggests that we ask the following questions and then find a way to turn the negative comments into positives in designing a new relationship.
Why were you referred to us?
What did you like about your current accountant?
What didn’t you like about your current accountant?
What services are you looking for in an accounting firm?
What are your expectations of customer service?
How fast would you like telephone calls returned, emails replied to, your work turned around, etc.?
Where would you like to take your business in the next five years?
What are the biggest issues in your business right now?
Where would you like your net worth to be in the next five years?
If you could wave a magic wand, what would be the ideal role your accounting firm would play in your business and your life?
I would welcome the chance to discuss your experiences with these issues.