what’s your value to your tax clients?

three questions to ask.

by ed mendlowitz
tax season opportunity guide

know your value to your clients. better, understand your business and what you really do and what you add to the client’s life.

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i had a group of gastroenterologists as clients who were going to get into a business of inserting a gastric bubble into people’s stomachs. there were a number of issues to this.

it was an operation – operations are only minor when the patient is not you. when the gastric bubble was in their stomach it was blown up so their stomach would feel full and they would not “want to eat more,” and they would then lose weight. sounds good – so far.

as part of the process they told me a nutritionist was essential for behavior modification. they said that the patient wasn’t going to lose weight unless they changed their eating habits – what they ate, when they ate and how much they ate. they had to really, really, really want to lose weight – nothing else replaced that.

question: how necessary was the gastric bubble? did the bubble add value or was it a method of getting them to the nutritionist?

what is your method to help your clients?

  1. what help do they need?
  2. is the only thing you can do for your clients a tax return or are there any other services they need that you can do, or should do?
  3. does what you do need a “nutritionist” or is the service the entire thing they need done by you?