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

client service opportunities

what to do with a lousy client?

young businessman staring at laptop computer in officeexamine how you’re managing the relationship.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

question: i have a client that is a not-for-profit and they are having a dinner and expect me to attend as well as take an ad.

more: stop drowning in client documents | employee demands a raise she doesn’t deserve | how are you spending the next five years? | how to get the most from cpe | does your staff know all the services you provide? | price your practice by gross | advising estate executors: the newbie guide to getting started | how’s your overhead?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

however, they are a lousy client. they do not give us the requested information until the last minute and then complain we are always late with our report. they pay us months after the bill is sent and then only after quite a few phone calls, and then they complain about the fee being too high when it is half of our time charges – they are on a fixed fee and don’t let us raise it each year. and now they expect a “contribution.” what should i do?
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client service opportunities

finding new business in sustainability

green "opportunity" highway sign with sunrise backgroundwhy now is the time to invest in corporate sustainability and social responsibility reporting.

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

my columns are autobiographical and some tell about things that happened decades ago – although they’re still relevant – and hopefully, there are takeaways you can benefit from.

more: the six types of “impossible” clients | 50 ways to make more money in busy season | 20 good ways to boost tax season production | why annual staff evaluations fall short | why create an accounting firm business model? | the clients that keep you awake at night | creating a cross-selling culture | cross-selling beyond your comfort zone
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

this one is about something just starting to happen and presents an opportunity for you to get in on the ground floor of what could become a hot area for additional revenues. the overall topic has various names, two of which are sustainability and corporate social responsibility.
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checklist

50 ways to make more money in busy season

checklist: leverage tax season to increase income, productivity, and profits.

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

tax season creates many opportunities for an accounting firm. one main reason is the compression of sometimes an almost unbearable amount of work into a short period with tight deadlines.

more: 14 simple, easy tips for a better tax season | you’re not just taxes | granting unconventional request pays off | 20 best practices for staff training and retention | what does the client want to see? | 6 ways to increase your fees … if you dare | the clients that got away | upselling made painless | boosting a fixed fee substantially
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

but it also creates opportunities to benefit immediately from small changes in your system or in a reaction to your awareness. an on-the-spot investment in making the extra effort or change will pay dividends many times over the rest of tax season and thereafter.

here are 50 ways to make more money. for the ones that are obvious – do it! for the not-so-evident, try it!
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checklist

the six types of “impossible” clients

not that there aren’t others.

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

as a cpa, i deal with many types of clients’ personalities. if i chose only one type, i would not have had much of a practice. and i doubt i would have found that one perfect type too many times. i have been very fortunate to have really nice and very smart people as clients.

more: 50 ways to make more money in busy season | 14 simple, easy tips for a better tax season | how to recoup staff training costs | 10 ways to stay in control | advice to new accountants | clients don’t lose sleep for overpaying taxes | when time-based pricing works
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

i believe entrepreneurs are the most stimulating people to work with. however, this doesn’t mean they don’t have peculiarities and that this sometimes makes them difficult to deal with – sometimes, but fortunately not most of the time.

here are six examples of types i had to put up with and had to learn to overlook some of the unfortunate traits.
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pro member exclusive

stop drowning in client documents

pile of documents on desk stack up high waiting to be managed.a better way to keep track.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

question: we are in an era of paperless procedures and files, but many times clients send in paper documents, cds or stick drives, besides emailing their information or using our portal.

more: employee demands a raise she doesn’t deserve | but i am managing! | how to run a practice in 90 pages | how improv can help accountants | four tips for new partners | an alternative to pro bono | 14 better uses for timesheet data | 9 must-haves for firm growth
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

how can this be handled? we seem to always be tripping on the information.
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featured

employee demands a raise she doesn’t deserve

hands tear money isolated on white backgroundhow to decide when to let people walk.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

question: i have a longtime employee who asked me for a 33 percent salary increase, or she said she would have to explore options. how do you suggest i handle this?

more: but i am managing! | make more money starting now | the wrong way to look for staff | strategic planning for the small firm | before you sell your practice | work the client needs … but won’t pay for | tossing timesheets is just the start
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

additional information: she works five-hour days every day and is paid by the hour. she gives me no added time during tax season. she also gets paid for an extra six days – which is for half of the firm’s allowed holidays – and for eight days for combined sick, vacation and personal days, and i pay her for half of her required cpe time (payment for 20 hours) and all the registration costs.
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featured

but i am managing!

not being the managing partner is no excuse for not polishing skills.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

question: i am a partner in a multipartner firm and have no firm management responsibilities, rather i manage a large book of business and while i do not bring in much new business (i don’t have time) i get substantial additional consulting services from existing clients and my realization rate is highest in the firm.

more: make more money starting now | how are you spending the next five years? | how to get the most from cpe | does your staff know all the services you provide? | price your practice by gross | advising estate executors: the newbie guide to getting started
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

but yet you told me i should attend at least one daylong practice management program a year. why?
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featured

14 simple, easy tips for a better tax season

tax season is supposed to get better every year – if you know what you’re doing.//www.g005e.com/2021/02/24/make-tax-season-better/

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

tax preparation is a very serious undertaking that needs to be managed and continuously improved.

more: you’re not just taxes | 20 good ways to boost tax season production | why annual staff evaluations fall short | why create an accounting firm business model? | creating a cross-selling culture | value pricing in uncharted waters
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

this requires buy-in from partners, managers and the entire staff. the culture of the firm has to be where only the best work done the right way at the right time is acceptable.

here are some best practices you can consider adopting:
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client service opportunities

make more money starting now

businessman sitting on stacks of paper currency34 ideas for any size firm.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

question: do you have any tips on how i could make more money?

more: how are you spending the next five years? | how to run a practice in 90 pages | how improv can help accountants | four tips for new partners | an alternative to pro bono | 14 better uses for timesheet data | 9 must-haves for firm growth
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

answer: there are always ways to make more money. this includes managing every aspect of your practice and striving for productivity growth.

here is a 34-item  checklist with quite a few ways you can make more money.
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client service opportunities

you’re not just taxes

make sure tax clients know about other services.

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

during a tax return preparation interview, getting a client’s information is a tremendous opportunity to find out the concerns of the client and how you can help.

more: 20 good ways to boost tax season production | how to recoup staff training costs | 10 ways to stay in control | advice to new accountants | clients don’t lose sleep for overpaying taxes | when time-based pricing works
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the assistance you give can sometimes provide a life-changing benefit to the client while enabling your firm to increase its service base and gain additional revenues.
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featured

how are you spending the next five years?

make time to learn new things.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

question: i am just starting out in my own practice and started following your accounting today web blogs and your 卡塔尔世界杯常规比赛时间 blogs. i even bought some of your books.

more: how to run a practice in 90 pages | the wrong way to look for staff | strategic planning for the small firm | before you sell your practice | work the client needs … but won’t pay for
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

you seem to know everything. how is that possible and how can i grow to become more knowledgeable like you?
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featured

20 good ways to boost tax season production

people in office releasing balloonspeople like fun … but that’s not all they value.

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

i have always loved accounting and tax season, but i have worked with many people who did not.

more: how to recoup staff training costs | granting unconventional request pays off | 20 best practices for staff training and retention | what does the client want to see? | 6 ways to increase your fees … if you dare | the clients who got away
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

they resented many of the working conditions and had a closed-in feeling that heightened their dislike of my great profession. i resolved that when i had my own practice i would not create that type of atmosphere.
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management

how to run a practice in 90 pages

another author provides a step-by-step guide.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

question: do you have a simple checklist that i could use as a guide to run my practice?

more: the wrong way to look for staff | how to get the most from cpe | does your staff know all the services you provide? | price your practice by gross | advising estate executors: the newbie guide to getting started | how’s your overhead?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

answer: actually my monthly q&a newsletters is a great and easy way to get information on how to run your practice. also my 101 book with my first 101 q&as is another great resource.
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