Immediately interested in our call. He’s used (named redacted, top 50 firm) for years but the partner he dealt with retired and since then the service has gone downhill. They’ve been fined for late returns and the general approach is nowhere near as proactive and personal as it once was. He’s been thinking of reviewing for a while and was happy to settle on the above date and time to see what you might be able to offer. Interestingly, his sister looks after the financial side of her husband’s business and they also use (same firm). Apparently they’ve become disgruntled too, so there’s a potential chance of picking up two clients.