18th June – Bespoke Furniture Supplier, Midlands, £250k turnover
Interested in meeting on the basis that he doesn’t feel as though his accountant is particularly proactive, and he generally feels as though he’s one of many rather than a valued client – “I might be wrong, but it just doesn’t always feel as though they’ve got my best interests at heart”. He’d therefore like to see if you can offer a fresh perspective and any improvements over the current service.