You trust your advisor’s work. The filings are accurate. The guidance is solid. But calls go unanswered, emails linger, and tension is rising. You’re considering a change—not because of a mistake, but because you’re tired of feeling ignored.
This case study is especially relevant if you are:
-
A founder or CFO frustrated by an otherwise competent but unresponsive advisor
-
A board member worried that quiet disengagement may be masking risk
-
A vendor manager unsure if it’s time to escalate or reframe
-
A general counsel navigating multiple service providers across jurisdictions
-
A stakeholder concerned about losing technical talent over communication style
The issue wasn’t performance. It was pace and process.
This case study walks through how Pholus helped a mid-sized organization avoid replacing a tax advisor who was technically sound—but operationally misaligned. By installing a weekly call, clarifying expectations, and documenting a shared framework, we defused growing distrust and restored working momentum. No one was fired. No deadlines were missed. And the relationship didn’t just recover—it strengthened.
If you’re about to walk away from someone whose only failure was failing to match your rhythm, this case study may help you reconsider.
Download it now and read it quietly. You’ll know if it applies.
