by: Alysha Pruitt Harvey, MAcc, EA, CTS, CTC, CTP, People Advisor

Why do so many people stick with their accountants out of loyalty, even when they're not getting the best service? Join me, your fun and straightforward accountant, as we explore this enigma and discuss when it's time to bid farewell to your current accountant and set sail for new horizons.

Comfort in Familiar Waters

Navigating the seas of finance can be treacherous, so it's understandable that you might find comfort in sticking with a familiar accountant. But beware, mateys! Just because your accountant has been by your side for years doesn't mean they're the best fit for your ever-evolving needs.

The Siren Song of Complacency

Loyalty can be a double-edged sword. While it's commendable to stand by those who've served you well, it's also important to recognize when they're no longer meeting your needs. Don't let complacency lull you into a false sense of security. Periodically evaluate your accountant's performance to ensure they're still providing top-notch service.

Charting a New Course

If you find your accountant's performance is lacking, it might be time to weigh anchor and find a new financial guide. Don't let loyalty hold you back. Remember, your business's success depends on having the best support possible. Seek out an accountant who's not only competent but also shares your adventurous spirit.

The Reward of Boldness

Switching accountants may seem daunting, but the potential rewards are well worth the effort. A new accountant can bring fresh ideas and strategies to your business, helping you uncover hidden treasure and chart a course to even greater success.

Loyalty is a noble trait, but it shouldn't keep you shackled to an accountant who's not meeting your needs. Periodically assess your accountant's performance, and don't be afraid to set sail for new opportunities. Your financial success depends on it!

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