Guess which firm I hired?

August 2, 2020

Three weeks ago, I wrote about my quest to outsource some of my work. In particular, I wanted to outsource my bookkeeping, accounting, and tax filing; this work was fast becoming tedious.

Taking the advice of many of you, dear readers, I wrote up a concise description of my current bookkeeping and tax systems and a concise explanation of what I wanted help with.

Then I emailed five local accounting and tax advisory firms with a request to contact me. That was on a Sunday. Here’s what happened:

Firm 1 responded on Tuesday. I set up a call with them for Wednesday and I decided I didn’t like the attitude of the person I spoke with.

Firms 2–4 hadn’t responded by Thursday. That was despite one of them promising to respond within 24 hours and another promising to respond within 48 hours. So I called the general office phones for the other four firms. Did they get my email?

I couldn’t get someone on the line at Firm 2. They emailed me back a week later and I ignored them. And while Firms 3 & 4 confirmed that they got my emails, I never heard back.

Firm 5 responded on Wednesday; one of the partners called me. We had a great chat for about 15 minutes. The partner promised to take a look at my bookkeeping software and send me an estimate of the costs involved in doing the work. He duly did. Then we had another 25-minute phone call.

Guess which firm I hired?

This illustrates the importance of being organized. If you have a good task management system in place, things shouldn’t fall through the cracks this way. When an email comes in and you promised to respond within 48 hours, you set a deadline. Then your task manager warns you on time.

Unfortunately, three of the firms I reached out to appear to be rather disorganized. Not a great sign when you’re selling services that require attention to detail.

Fortunately, though, one firm was great and I now have an accountant.

Join the 3,000 people who love my newsletter

Every Sunday, I send a productivity-themed newsletter. It’s meant to get you thinking and to remind you of the big picture.

Thank you! Please check your inbox to confirm your email address.
Oops! Something went wrong while submitting the form.

When you subscribe, you’ll receive my weekly newsletter on productivity. I will also send you a few emails about how I can help you. You can unsubscribe anytime.