My colleagues sometimes accuse me of being a little indecisive. True, I don’t often see things as black or white. The world is a complex place and quick, simple answers don’t usually measure up over the long-term. But on the topic of why clients leave, most fail to understand that there is an easy answer – value.  Perceived benefit – cost = value.

In a May 2011 article for the AICPA’s Insider, Jean Marie Caragher cites a Bay Street Group LLC study claiming that the top reason clients change CPA firms is poor client service and inattentiveness. The study apparently held  Continue reading →