How to lose clients

I’ve had my personal accountant for over 28 years.

While I suspected that the 68 year old “Professional” would quit soon, he never told me or let me know that he had sold his practice .

A letter was sent to me by the new owner that I didn’t received because his administrative assistant used my 5 year old mailing address and pretended that it had been transferred on the “cloud” and it was the reason for messing up! Just randomly, on the eve of tax season I discovered that my accountant was gone.

His assigned successors managed to botch up the transition, which is hard to accept from folks that are in the accounting business where trust is the number one ingredient.

A real dumb way to lose a long-time client.