why map programs are essential

cpe isn’t the only reason to attend a program.

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

i attend management of accounting practice (map) cpe programs. in many instances these do not qualify toward the mandatory cpe requirements. who cares?

more: how to become a specialist | secrets in specialties | making sure the son got proper credit | yes, shirt logos can matter | 10 more reasons cpas quit public accounting | family trees of clients
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i go because i want to make more money, work more effectively, service clients better, excite and retain staff, and have more fun doing what i love to do and have to do anyway.
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eight ways to charm a client

we get measured on the small things – the good and the bad.

by ed mendlowitz
tax season opportunity guide

clients are our customers. they pay our salary and enable us to make good livings.

more: thorough vs. sloppy: is everyone on the same page? | four issues with ‘quick’ tax questions | 11 steps to better client tax instructions
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do what you can to accommodate them and make them feel important – as important as they believe they are. read more →

prepping for tax season: plug small leaks before they become big floods

tiny businessman standing on dripping faucet5 key points to keep in mind.

by ed mendlowitz
tax season opportunity guide

some people are micromanagers and anal with details. others are big-picture managers, letting details take care of themselves. neither is completely effective and both disciplines need to be balanced.

more: thorough vs. sloppy: is everyone on the same page? | four issues with ‘quick’ tax questions | when to pick up the phone this tax season | these five procedures will simplify your tax season | 11 steps to better client tax instructions | get your team ready for tax season | 12 ways to squeeze fun into tax season | 6 ways to get paid faster in tax season
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there is a time for details and a time for big-picture thinking. when setting up procedures and processes it is essential that all details be considered and planned for.  read more →

you’re only as good as your last screw-up

businessmen miserable over errorprepping for tax season: clients notice the little things.

by ed mendlowitz
tax season opportunity guide

don’t be sloppy. it gets noticed.

more: four issues with ‘quick’ tax questions | when to pick up the phone this tax season | these five procedures will simplify your tax season | 11 steps to better client tax instructions
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

sloppy work is always evident and usually incomplete. thorough work is careful and usually complete.

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four issues with ‘quick’ tax questions

businessman is dialing phone for advicesometimes things aren’t so simple.

by ed mendlowitz
tax season opportunity guide

i keep a few of the one-volume tax guides in my office so i could look up a quick answer when i need to. recently a golf buddy emailed me a question that i thought i could answer quickly. he wanted to know that if he was in the “zero” percent capital gains tax bracket, did that apply to an unlimited amount of capital gains? sounds like a simple question.

more: when to pick up the phone this tax season | these five procedures will simplify your tax season | 11 steps to better client tax instructions | get your team ready for tax season | 12 ways to squeeze fun into tax season
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

well i looked it up online and then in three one-volume tax guides. only one source had thorough coverage of the issue. i ended up spending an hour on this “simple” question including my emailed response. nothing is simple anymore.
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how to become a specialist

woman's hand pressing words "ask an expert"some of your training can happen on the job.

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

once you decide upon a specialization, you need to go about making yourself an expert. read, join professional associations, take focused cpe, and try to write articles or give speeches. accountants who are industry experts become industry thought leaders.

more: success secrets in specialties | making sure the son got proper credit | yes, shirt logos can matter | 10 more reasons cpas quit public accounting | family trees of clients
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

some specialties require obtaining designations or certificates of completion that require study and time – an investment you and the firm would have to make. there is no easy path to growing and establishing expertise, but it is a joyful ride.
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when to pick up the phone this tax season

businessman talking on phone in the officepersonal touches help retain clients.

by ed mendlowitz
tax season opportunity guide

clients are not numbers on a list that needs to be reduced. they are all individuals and consider themselves very important people and want professionals who treat them accordingly.

more: these five procedures will simplify your tax season | 11 steps to better client tax instructions | get your team ready for tax season | 12 ways to squeeze fun into tax season | 6 ways to get paid faster in tax season
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

it is attitudinal and accountants must adopt that mindset and transmit that through to their culture. so you need to know when it’s essential to pick up the phone.

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these five procedures will simplify your tax season

man talking to woman with checklistof course, this includes checklists.

by ed mendlowitz
tax season opportunity guide

one way to guarantee extra work is to have everything always done differently each time it is done.

more: 11 steps to better client tax instructions | get your team ready for tax season
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

not establishing uniform procedures is bad business and unnecessarily consumes part of your life. consistency in performance reduces work and review time and creates a greater reliance on the staff people.
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