It often comes as a shock when we receive "the letter" from another firm informing us that our client has asked them to take over their accounting work. We thought we had a great relationship with the client. We thought they were happy with our firm. They never told us that they weren't happy. What happened?!!?
In our busyness to meet compliance deadlines, we forget to pay attention to what the client isn't telling us. And even if we did know what to look for, we aren't sure what we could and should do to persuade the client to stay.
In this free 40 minute session we will answer the following questions: