Explained that our call came at a good time. The firm he previously used has been taken over by another firm and he’s not very happy with their approach; he keeps getting ad-hoc bills for things that were previously included with the old firm and he feels as though he’s paying too much overall. They’ve been thinking of reviewing their situation for a while and we subsequently agreed on the above date and time. They use QuickBooks at the moment but have been thinking about looking
at some alternatives, so would be open to hearing about any specific recommendations you might have. Separate to their accountant, they have a book keeper who comes in once a week, but they’re open to the idea of you taking that on as well, as they’re likely to be retiring in the near future.