I always appreciate the opportunity to talk to a prospective client who has not selected us for their services. Hey, it happens to all of us! A few days ago, I had a great chat with one such prospective client from whom I had not heard in several months. The great part about that conversation is that it was no longer weighed down by his attempts to interview me for the “job.” It was a very casual but insightful conversation in which he shared his two-month experience with having replaced his accounting staff with a full-service accounting firm (our competitors).
During our conversation, this executive director of a not-for-profit organization stated that the term “outsourcing” carries a negative connotation and doesn’t properly describe the relationship that he has developed with the team and the services he is receiving. As he considered his alternatives a few months ago, he was afraid that any outsourcing would take the finance function completely off his plate to the point that he would lose touch. He felt there might be a disconnect when the information was brought to the decision table – namely with his treasurer and board.