This is a unusual headline. It’s not about a high-pressure salesman trying to sell you some useless nicnac. It’s to do with you as a client of an accounting firm, which then sells your name, your contact details and your most private financial information to another accountant.
- The old accountant was undercharging and/or underservicing, so there’s scope to push more services and/or increase fees;
- The purchaser also dabbles in another field (usually financial planning) and so theres scope to tap a new list of clients.
- They’ve been negative for a long time, unhelpful, even downright rude (this itself is an indicator that a trigger to change is all that’s needed). They only ever do the minimum for you (lodge a tax return), and even then you’re a bother to them. Trying to get anything done by them is like pulling teeth!
- Strangely, they suddenly seem upbeat and positive one day. Unless thy’ve had a heart attack to change their world view, chances are they’re about to come into a large sum of money, and simutaneuosly lose all their problems (you!).
- They start returning your calls, and are pleasant to you once again (they want to kame sure that as meny people transition over as they can get. They may even be required to assist the move).