edward mendlowitz, author at 卡塔尔世界杯常规比赛时间 - page 29 of 86

titles can make people happier

but some people will never be happy enough.

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

question: my top staff person wants a better title than manager, or senior manager. any suggestions?

more: help! key staffer refuses to supervise people | 44 key attributes for assessing staffers | make cpe worth your while | what to do with a lousy client? | but i am managing! | how to run a practice in 90 pages | how improv can help accountants
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answer: in larger firms, senior manager is one step below partner.
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client service opportunities

when cpas leave to work for a client

are you sure that grass is greener?

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

i know many cpas who left public accountancy to take a “better” job. for many of them this was a mistake. for some it worked out, so if you are one of the lucky few, you can stop reading what i have to say.

more: when siblings battle over the family business | readers rip: ‘she wanted her shoebox back’ | ceos don’t always know numbers | finding new business in sustainability | how to recoup staff training costs
exclusively for pro members. log in here or 2022世界杯足球排名 today.

there are basically three types of companies the accountant could work for – a small client that does not have an in-house controller or cfo, one whose controller will be replaced by the departing cpa, or a large company that has an entire accounting staff already in place. let’s talk about working for the small companies that do not have a controller.
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featured

help! key staffer refuses to supervise people

4 ways to deal with it.

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

question: i have a key staff person who does not like supervising people. he says he can do everything faster and better than anyone else and doesn’t want to take the time to teach someone who, he says, won’t do it as well. he is a workhorse and spends anywhere from 50 to 60 hours a week all year round. what do i do?

more: 44 key attributes for assessing staffers | reasons to drop your book of business | are you marketing for 2022 yet? | stop drowning in client documents | make more money starting now | the wrong way to look for staff | strategic planning for the small firm
exclusively for pro members. log in here or 2022世界杯足球排名 today.

answer: he told me his firm consists of 10 staff and one owner and this person is indispensible to him, but he (the owner)
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checklist

44 key attributes for assessing staffers

they’re in no order. what are your priorities?

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

question: do you have a staff evaluation checklist?

more: reasons to drop your book of business | get more done by saying no | don’t fire that staffer on may 18! | 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
exclusively for pro members. log in here or 2022世界杯足球排名 today.

answer: i did not have a checklist of attributes that are looked at in evaluating staff performance, so i prepared one.
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featured

why your billings are ruining your firm

do you see managing partner as a part-time role? if not, don’t treat it like one.

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

question: about a year ago i became the managing partner of my 50-person, six-partner firm. we gross about $7 million. i still maintain my book of business, which is about $1 million, and have 1,000 chargeable hours.

more: get more done by saying no | make cpe worth your while | are you marketing for 2022 yet? | don’t fire that staffer on may 18! | what to do with a lousy client? | stop drowning in client documents | employee demands a raise she doesn’t deserve | but i am managing! | make more money starting now
exclusively for pro members. log in here or 2022世界杯足球排名 today.

needless to say, i have been working very hard, about 2,700 total hours, yet my partners are complaining i do not have enough chargeable time and i tend to agree with them. how i can increase my chargeable hours?
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advisory & consulting

when siblings battle over the family business

succession plans can get dicey… for the advisor.

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

someone has to be the boss. when the founder is active, he or she is usually the boss. but what about arents who step aside to have their children run the business? particularly where there is more than one child working in the business?

more: readers rip: ‘she wanted her shoebox back’ | when parents, children hit an impasse | wealth is a state of mind | the six types of “impossible” clients | 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?
exclusively for pro members. log in here or 2022世界杯足球排名 today.

i’ve seen some situations where two siblings can run the business as equals. and then, there are other situations where they can’t. what do you do?

featured

get more done by saying no

who sets your priorities? you.

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

question: i do not seem to be able to get everything done that needs to be done and still have time for extras, which i like to do, like marketing and doing new things for clients. any tips?

more: make cpe worth your while | are you marketing for 2022 yet? | stop drowning in client documents | 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
exclusively for pro members. log in here or 2022世界杯足球排名 today.

answer: this is a recurring theme, and an issue we all have. it seems that we all have the same amount of time but some use it more wisely than others.
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client service opportunities

she wanted her shoebox back

one of the oddest ways i ever lost a client.

hoisted from comments
looking at comments, ed mendlowitz seems to have hit a nerve with this piece. 卡塔尔世界杯常规比赛时间 readers are reacting with knowing nods and war stories of their own.

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

who would ever think that the most important part of a shoebox with a client’s tax information was the shoebox?

more: when parents, children hit an impasse | how bickering can ruin a family business | one hour a year since 1972 | 50 ways to make more money in busy season | 20 good ways to boost tax season production
exclusively for pro members. log in here or 2022世界杯足球排名 today.

not me, and i lost a client because of it. read more →

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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 is 77 ways to wow! the handbook for small-business advisory services.

click here to send ed your toughest questions and comments.

ed mendlowitz in the 卡塔尔世界杯常规比赛时间 store:

more by ed mendlowitz

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 graduate of city college of new york, 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. the author of 19 books, ed 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, and 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 is the recipient of the lawler award for the best article published during 2001 in the journal of accountancy.

ed is a frequent speaker to many professional and business groups, including the aicpa, njscpa, nysscpa, american management association, the national committee for monetary reform, 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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