edward mendlowitz, author at 卡塔尔世界杯常规比赛时间 - page 22 of 55

how to recoup staff training costs

it might sound crazy. just try it.

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

almost every staff person will eventually leave you, unless they become a partner.

more: granting unconventional request pays off | 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
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because of this reality, and also because you must have staff, training methods must be developed that do not take excessive time and allow the staff person to immediately become productive. i think i have done this with my 30:30 training method.
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granting unconventional request pays off

proof that systems work.

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

one time, one of my young and very bright staff people asked me in the beginning of june if he could take off the months of july and august so he could travel by car throughout the united states. after asking him to repeat this three times, i gulped and told him he could.

more: why annual staff evaluations fall short | 10 ways to stay in control | advice to new accountants | clients don’t lose sleep for overpaying taxes | when time-based pricing works | how auditing is like a pirouette | ¿que es bookkeeping? | testifying before congress
exclusively for pro members. log in here or 2022世界杯足球排名 today.

i figured that if i did not tell him he could, he would simply give notice and quit. i also figured that if he returned in september and applied for a job, i would rehire him. i also realized that we have women taking off at least two months at a time to have babies and nothing terrible happens. the world (as defined by my small accounting firm) survives and moves forward.
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the wrong way to look for staff

consider why the person is leaving.

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

question: please explain why you told me this ad was off base.

more: how to get the most from cpe | 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 | 5 ways to build teamwork
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answer: the ad was placed in a local newspaper by a small cpa firm looking to hire someone with two years of experience. this firm obviously does quality work since they do audits.
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client service opportunities

what my boss did all day

some things never change … and shouldn’t.

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

on an early job i had – in a time long, long ago with no computers, smartphones, copiers or electronic adding machines – i used to go to a client in the morning, write up their books, prepare a financial statement, drop it off at the office at end of the day and then go home.

more: why annual staff evaluations fall short | 10 ways to stay in control | advice to new accountants | clients don’t lose sleep for overpaying taxes | when time-based pricing works | how auditing is like a pirouette | ¿que es bookkeeping? | testifying before congress | underpaying others hurts you, too
exclusively for pro members. log in here or 2022世界杯足球排名 today.

the secretary typed the report in the morning. i often wondered what my boss mr. ruben did, and whether there have been any changes in that in the half-century since i started.
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why annual staff evaluations fall short

the same information is available in better ways.

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

i have never felt annual staff evaluations are effective.

they are forced meetings that lay on complaints and blame for past failures, many of which are not remembered or are vague memories at best. i have rarely seen resulting changes last more than two or three weeks before old habits are reverted to.

more: 10 ways to stay in control | 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
exclusively for pro members. log in here or 2022世界杯足球排名 today.

i think these annual meetings are a waste of time. instead, i have been very successful with immediate and periodic evaluations, coupled with regular mentoring meetings.
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how to get the most from cpe

your mindset makes a difference.

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

question: like every cpa i need to take continuing education courses. however most of what i take

are not relevant to me,
are things i know or
are things i don’t really want to know.

more: how improv can help accountants | strategic planning for the small firm | before you sell your practice | work the client needs … but won’t pay for | 14 better uses for timesheet data | 9 must-haves for firm growth | 5 ways to build teamwork
exclusively for pro members. log in here or 2022世界杯足球排名 today.

also, many of the speakers are boring. yet, cpe is big business. are there any suggestions you can give me to get better use of that time?
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client service opportunities

10 ways to stay in control

respect your staff … and vice versa.

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

a new year has just begun. start it by getting and staying in control.

more: 20 best practices for staff training and retention | why create an accounting firm business model? | the clients who keep you awake at night | creating a cross-selling culture | cross-selling beyond your comfort zone | value pricing in uncharted waters | i am an accountant because of clients like stanley | advising cheapskates
exclusively for pro members. log in here or 2022世界杯足球排名 today.

here are some ways to do this.
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how improv can help accountants

two must-read books on communication and networking.

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

question: i am a very good accountant but have problems when i speak with people i meet whom i do not know. do you have tips for me?

more: strategic planning for the small firm | 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? | envision your future, then plan for it

exclusively for pro members. log in here or 2022世界杯足球排名 today.

answer: there are many ways to break the ice when you meet new people that i could share with you, but i read a book about that so will recommend it to you and will now provide a brief summary of the book.
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20 best practices for staff training and retention

are they employees or team members?

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

colleagues complain that it is hard to train staff because they do not listen, and even if they were trained properly, they would then leave, preventing recoupment of the training costs.

more: why create an accounting firm business model? | advice to new accountants | clients don’t lose sleep for overpaying taxes | when time-based pricing works | how auditing is like a pirouette | ¿que es bookkeeping?
exclusively for pro members. log in here or 2022世界杯足球排名 today.

i hear what they are saying but do not agree with either premise. training is essential and must be committed to by the partners and owners and become part of the firm’s culture.
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strategic planning for the small firm

plus actionable tips for each area.

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

question: do you recommend strategic planning for a small accounting practice?

more: does your staff know all the services you provide? | four tips for new partners | an alternative to pro bono | 14 better uses for timesheet data | 9 must-haves for firm growth
exclusively for pro members. log in here or 2022世界杯足球排名 today.

answer: i recommend it for everyone. it is important for larger firms to make sure the partners are on the same page.
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client service opportunities

does your staff know all the services you provide?

they can help clients and increase revenue.

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

question: we have around 30 full-time staff, and most of them graduated less than three years ago.

more: four tips for new partners | before you sell your practice | work the client needs … but won’t pay for | tossing timesheets is just the start
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how can we let them know more about the services our cpa firm provides so they can help sell our services?
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why create an accounting firm business model?

psst … it includes checklists.

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

running a professional services business requires the ability to manage multiple types of strong-minded and -willed individuals.

more: advice to new accountants | what does the client want to see? | 6 ways to increase your fees … if you dare | the clients that got away | upselling made painless
exclusively for pro members. log in here or 2022世界杯足球排名 today.

it works, but it needs a discipline and a model to follow.

here is mine:
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four tips for new partners

they also work for new solo practitioners.

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

question: a few months ago i became a partner in my firm but i don’t seem to know what to do as a “partner.”

more: before you sell your practice | price your practice by gross | advising estate executors: the newbie guide to getting started | how’s your overhead?
exclusively for pro members. log in here or 2022世界杯足球排名 today.

nothing seems to have changed except my title and compensation arrangement, which hasn’t even started yet. do you have any suggestions of what i should do?
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edward mendlowitz

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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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