Breakups are never easy, but sometimes a relationship is not just not a good fit. Maybe it is because you haven’t heard from them in a while, or you don’t share the same goals anymore, but whatever the case maybe you have decided to move on. At Barta Business Group, a small business bookkeeping and accounting firm in Denver, CO, a question we get asked all the time before clients switch to us is: how do I break up with my old accountant?
Telling someone that you do not want to do business with them anymore is never fun. After all, no one wants to let another person down, and by changing accountants that often feels like the case. Regardless you need to be able to put aside feelings and do what is best for your business. Here is a strategy for how to break up with your old accountant.
How To Break Up With Your Old Accountant The Right Way
It’s in everyone’s best interest to end the relationship without burning any bridges. You may never know if you will end up working together in the future! Here are 4 steps you can take to break up with your old accountant.
Step #1: Focus on the assets of the relationship
Not everything was bad in your relationship, right? Make sure to complement the accountant and speak to what you admire about them. By keeping things friendly and cordial you are helping to lay the groundwork for a smooth transition
Step #2 Communicate What You Did Wrong Too
Be sure to address areas where you could have been better too. Acknowledge or apologize for any shortcomings, lack of communication, or ways that you may have impacted the working relationship.
Step #3: Outline the issues that you would like to address moving forward
This is where you might be able to save the relationship. If you are able to communicate the issues at hand, you might receive a response that satisfies and improves the situation for you. If not it is time to move onto step #4 and rip the band-aid off.
Step #4: Tell Them It’s Time To Move On
Even after communicating all the issues at hand with them, it may be best to just move on. In that case, it is best to yank the band-aid off and cut ties. It will lead to less stress and a better situation for all. Not to mention the increased tax savings you will enjoy when working with the right small business bookkeeper or accountant.
About Barta Business Group
Most businesses are great at their craft, but not great at the financial back of the house. At Barta Business Group in Denver, CO, our team of bookkeeping, accounting, and finance professionals guides business owners in making better decisions, so they can focus on doing what they love in their business. We understand the peace of mind that comes from knowing your financial information is done right every time. We value being able to support businesses in turning financial data into actionable insights, so you may plot a course for your company’s future with confidence.