I suggested that the starting point was to consider what the clients would want to hear/see and what messages the accountant wanted to get across.
The accountant said he wants clients to:
- confirm they'll continue to pay him at least what they paid the predecessor practice
- supply all their information promptly
- not phone him daily
- pay extra fees if they supply tax return information in January
- not look around and move elsewhere without giving him at least a chance
What would you like to say to new clients acquired on a merger, takeover or mergeover?