Diane W Fulmer, CPA
Wast Of TimeSetting up new business relationships, explaining processes, establishing protocols and data sharing methods, etc all take time.
I’d recommend hiring someone who won’t waste this time. After working with Diane for a couple of years, we get a letter in the mail basically saying “we have to let some clients go, and you’re one of them.”
When inquiring more about why we got fired, even after multiple times all we get is boiler plate, PR department crafted type of verbiage and no “real person” explanation.
Most of it included lines about how this plan is best for “the continued growth of the business” and “how I can best serve all of my clients” blah blah blah.
Doesn’t letting business go and “growing the business” seem antithetical? And doesn’t “best serving clients” include me? Perhaps it was because I called two or three times a year more than the average client? Or maybe my account included some nuance of sophistication beyond what some simpler ones do? I don’t know, but all I know is I regret hiring someone that is prone to fire customers without warning or explanation.
I also feel like it’s just discourteous to talk to people you’re in relationship with like a press secretary would, instead of like a real person.
Very irksome. If Diane’s firm is accepting new customers, don’t waste your own time as we did.
You might not make the cut a year or two later, get no explanation, and have to start all over again. :-/