roger is my only client

do your clients feel important?

by ed mendlowitz
call me before you do anything: the art of accounting

so are ralph, dennis, judith, alan, susan, fern and ken. successful client relationships start when you treat each client as if they were your only client or your best client or most important client.

more: mendlowitz: why my firm merged with ws+b | client checklist: top 10 issues for real estate investors | blown loan covenants and how to recover from them | a long time ago, at a cpa firm far, far away … | working hard? or hardly working? | beyond the numbers: be a friend | when discounts don’t work | it’s not always about the money | perception becomes reality | call me before you do anything | the value in value consulting | the making of a consultant | learning to delegate: slow is faster | a cpa looks back across the generations
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clients know they are not your only client, but they need to be treated as if they were. when you do that, you will have a client for life.

early on, i got a new client because she was very unhappy with her accountant. when i took over the work, it looked like the accountant did a great job. i really couldn’t find much to improve upon and asked the client why she switched accountants. she told me

that she never felt that her work was important to the cpa,
that she always seemed to be pushed to the back and
that she never had her calls returned promptly.

actually, the work was great, even though it required more hand-holding.

this taught me the importance of making clients feel important.

returning calls promptly is one way. responding to emails – even to just let the sender know it was received and possibly a reply date – is also essential, along with calling clients to let them know you are sending something to them and explaining if there is an unusual result, and an occasional call to see how things are going.

i got this client many years ago and she still is a client. and i treat her as if she were my only client!

posted on november 5, 2018

edward mendlowitz

about the author

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edward mendlowitz, cpa, abv, pfs, is a partner at withum, a forward-thinking, technology-driven advisory, and accounting firm. ed has over 40 years of public accounting experience, is recognized as one of the top 100 most influential people in accounting by accounting today, and is the 卡塔尔世界杯常规比赛时间 "practice doctor." his latest handbook for 卡塔尔世界杯常规比赛时间 is 77 ways to wow! the handbook for small-business advisory services.

ed is also the author of "memoirs of a cpa," available at amazon.

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"memoirs" tells his story as a cpa and provides an inside look at what cpas do and how they run their accounting "business." cpas must serve clients effectively and exceptionally, recruit, train, retain and grow staff, and charge fees that clients happily pay because of the value they receive while the cpa earns a living, funds a retirement account, grows infrastructure, and perhaps makes a profit. this book tells how he did all of this and much more.

more ed mendlowitz in the 卡塔尔世界杯常规比赛时间 store:

he is a licensed, certified public accountant in the states of new jersey and new york and is accredited by the american institute of certified public accountants (aicpa) in business valuation (abv), certified in financial forensics (cff) and as a personal financial specialist (pfs). ed is also admitted to practice before the united states tax court and has testified as an expert witness in federal and state court regarding business valuations, and twice at the house ways and means committee on tax reform, fairness, and reduction. a city college of new york graduate, ed earned his bachelor of business administration degree.

he is a member of the aicpa, the new jersey society of certified public accountants (njscpa) and the new york state society of certified public accountants (nysscpa). in addition, ed was a founding partner of mendlowitz weitsen, llp, cpas, which merged with withum in 2005. currently, he serves on the nysscpa estate planning committee and was chairman of the committee that planned the nysscpa’s 100th anniversary. ed, the author of 19 books, has also written hundreds of articles for business and professional journals and newsletters.

he is the contributing editor to the practitioners publishing company’s 706/709 deskbook, the aicpa’s management of an accounting practice handbook, corporate controller’s handbook and wiley’s handbook on budgeting and is on the editorial board of bottom line/personal newsletter and the journal of accountancy member panel on business valuation. appearing regularly on television news programs, ed has also been quoted in numerous major newspapers and periodicals in the united states. he received the lawler award for the best article published in 2001 in the journal of accountancy.

ed frequently speaks to many professional and business groups, including the aicpa, njscpa, nysscpa, american management association, the national committee for monetary reform, the university of medicine and dentistry in n.j., and many more. for 11 years, he taught courses on financial analysis, corporate financial policy and theory, monetary and fiscal policy, and managerial accounting in the mba program at fairleigh dickinson university.

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