One of the most common statements we hear is how hard it is to change accountants. However, when we, as accountants challenge that statement we find it provokes thought, conversation and ultimately a change in accountants!
Clients feel loyal & committed to their accountant. They believe their accountant has all their information and the thought of recreating all that information with a new accountant sounds costly and difficult. Furthermore, we understand clients tell their accountants their most trusted and personal information. Their accountant knows their financial situation and this must mean they are an important counterpart to have and keep for that annual tax return visit and preparation.