I have to admit that I often still surprised when non-clients ask me detailed technical questions about their business. I have had people who work with a different CPA asks me questions because they feel I am approachable and their CPA is not. I know this because I have asked the blatant question. I have had people tell me that they hated their CPA, or have trouble understanding them or cannot get their CPA to respond to the questions.
Yet for some unknown reason they insist on remaining with their CPA. So after the first couple of questions or issues, I kindly refer them to back to their CPA. If I do not know the details of their company or their whole financial picture, how can I answer detailed planning questions, beyond concepts. I have had to start avoiding one person at networking meetings because they were relentless with questions on all sorts of operational issues, for multiple companies.
I recently met with one NFP Executive who was either looking for advice or a potential BOD member. After a brief chat I explained that I felt there were a number of inconsistencies with the mission, message and operations of the NFP. Once I explained my points in detail, they eagerly agreed with them. I had already explained that I had recently joined a NFP Board and was no looking for another. But I would be more than happy to work with the NFP, even at a discounted rate. After the Executive agreed, I followed up only to find that the Treasurer wanted to retain all financial control and felt the NFP could not afford to work with my firm.
I believe that I am in business to assist business owners and to offer advice and technical services which are a huge part of the job. I try to be generous with new or prospective clients, but I do need them to eventually become paying clients.