here’s what you’re looking for: edward mendlowitz

advisory & consulting

use constraints to make improvements

scrambled thoughts enter man's head, straightened ones come outif you want different results, you must change the system.

by ed mendlowitz
77 ways to wow!

something is blocking the business from achieving its goal of making more money.

that something is what dr. eli m. goldratt, one of the world’s most sought-after business leaders and authors, calls a constraint.

more: ten strategies for smart collections | be wary of discounting prices | where is your firm in its lifecycle? | six kinds of loan covenants | what’s more profitable, raising or lowering prices? | insurance you might not know you need | solos need plans for death, disability | you don’t need this, but your survivors do
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a constraint is any element or factor that prevents a system from achieving a higher level of performance with respect to its goals. goldratt developed the theory of constraints (toc) to manage business systems better. it is a management philosophy of focusing on the system constraint.
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advisory & consulting

help clients with employment compensation

older man and younger man in meetingyou might find yourself negotiating a contract.

by ed mendlowitz
how to build a stronger tax practice

this service includes employment contract negotiations and executive compensation review and planning.

more on marketing: how to guide clients through divorce | how to assist investment clubs | when clients remarry | seven questions to suggest estate planning | four reasons to perform tax projections
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

who needs this service

every client employed by a mid- to large-size company or a public company will need some sort of employment compensation assistance.
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management

ten strategies for smart a/r collections

if there are pattern changes, examine why.

by ed mendlowitz
77 ways to wow!

important: the longer it takes to provide the bill, the lower the likelihood of getting paid in full. the value declines as services are performed with the lowest value when work is completed.

more: be wary of discounting prices | the role of strategy in pricing | wow clients with trend analysis | 26 ways to wreck a financial projection | three ways to run a break-even analysis | price not always the top consideration in a sale | when an owner dies without a buy-sell agreement
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eight notes on billing strategies read more →

advisory & consulting

how to guide clients through divorce

three paper hearts: one whole, one crumpled, one tornnine questions to ask about taxes.

by ed mendlowitz
how to build a stronger tax practice

divorce settlement planning attempts to help clients realize the reality of the financial situation and to suggest ways to settling the financial arrangements before extensive, expensive and drawn-out negotiations, depositions and litigation.

more on marketing: how to assist investment clubs | help clients with basic budgeting | help clients manage their investments | when clients remarry | questions for after tax season | help heirs with tax issues | seven questions to suggest estate planning | 28 data points for a financial planning discussion | every client can use financial planning | four reasons to perform tax projections | four additional services to suggest
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

who needs this service

divorce today has become commonplace. with 50 percent of first-time marriages ending in divorce it is a good bet that many of your clients are either in the process of getting divorced or considering it. a simple inquiry can tell you where the client is in the process.
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advisory & consulting

be wary of discounting prices

plus some thoughts on branding.

by ed mendlowitz
77 ways to wow!

my father’s largest client was a luggage manufacturer with a national brand sold in specialty luggage stores, but not in department stores.

more: the role of strategy in pricing | how to react to trends | trends are all around us | six kinds of loan covenants | what’s more profitable, raising or lowering prices?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

he did this because he wanted to maintain the selling price, did not want discounting and felt his customer base would be more loyal if they did not compete against the larger stores’ discounting policy. he was very successful and very profitable, but probably not as large as he could have been had he had the volume that department stores would have provided.
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client service opportunities

how to assist investment clubs

hands raising wine glasses to toastconsider the contacts you’re making.

by ed mendlowitz
how to build a stronger tax practice

investment clubs are a social activity where people of similar backgrounds or interests

  • get together,
  • contribute funds in a periodic manner and
  • research and discuss suitable investments for the group.

more on marketing: help clients with basic budgeting | help clients manage their investments | when clients remarry | questions for after tax season | help heirs with tax issues | seven questions to suggest estate planning | 28 data points for a financial planning discussion | every client can use financial planning | four reasons to perform tax projections | four additional services to suggest
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

investment clubs invest the money collectively and maintain a single brokerage account with separate records kept within the club.
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pricing, fees & billing rates

the role of strategy in pricing

businessman and tablet with the word "pricing" above.consider the value conferred to the customer.

by ed mendlowitz
77 ways to wow!

pricing strategies need to vary based upon what is being sold.

products sold range from commodities all the way to highly customized products or services. factors determining the pricing and value to the customer are the product and its classification, the perception of use and value, the impact of branding in creating the quality, ease of availability or degree of scarcity, how delivered and timing and cost of delivery, volume and frequency of orders, inventory needs and type of customer.

more: how to react to trends | where is your firm in its lifecycle? | wow clients with trend analysis | trends are all around us | six kinds of loan covenants | 26 ways to wreck a financial projection | how to prepare business plan financial projections | what’s more profitable, raising or lowering prices? | three ways to run a break-even analysis
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

cost is also a factor in the pricing, but it is unrelated to the value to the customer. no business can sustain itself if the pricing does not permit a profit.
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advisory & consulting

help clients with basic budgeting

couple meeting with investment advisor.some of them might need a reality check. use these worksheets.

by ed mendlowitz
how to build a stronger tax practice

assisting clients who need help with their spending is a valuable service.

more on marketing: help clients manage their investments | when clients remarry | seven questions to suggest estate planning | four reasons to perform tax projections
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

clients indicating they are high in debt and particularly credit card debt need help. following are some worksheets you can use to assist clients.
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