your reminders must be constant and relevant.
by ed mendlowitz
call me before you do anything: the art of accounting
i once worked for someone who lost a client to “the other guy’s accountant.”
more: some mistakes i made | why we ‘kill’ to get partnership returns out quickly | my first thought is to never turn down business | the background to saving a business | secret success formula: e=fs4uh | becoming an expert in irs collections | high cpa fees should be a client’s goal
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it happened when the client went into a new business with another person – the “other guy.” so my boss lost both the client and the new opportunity to work on the new business. from then on, my boss always wanted to be “the other guy’s accountant.” me too!