edward mendlowitz, author at 卡塔尔世界杯常规比赛时间 - page 39 of 55

how can we keep new staff longer?

regardless of your hire, there will be training involved.

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

question: i know you advocate hiring out of school, but that seems to present a danger when they leave after we have invested so much training them. what can be done to retain them longer, if that is possible?

more practice doctor q&a: how cpas provide a reference | what’s in a title? | managing partners should drop their book of business | what’s lousy, the client or your approach? | not the mp, still a ‘managing’ partner | checklist for running a practice | hate meeting people? try improv (no joke) | help clients, increase revenue: make sure everyone on staff knows your firm’s full menu of services | how to sell your practice | when a client balks at necessary work
exclusively for pro members. log in here or 2022世界杯足球排名 today.

marketing & sales

11 questions to ask every tax client

an easy way to introduce clients to additional services.

by ed mendlowitz
how to build a stronger tax practice

many times we have important preliminary discussions when we obtain a client’s tax information.

more on marketing: why cpas are suited to financial planning | tax projections: how and why | how to raise client awareness of services
exclusively for pro members. log in here or 2022世界杯足球排名 today.

skilled interviewing, or effective follow-up techniques, can make these into an additional engagement.

management

how cpas provide a reference

including a sample letter.

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

question: i have been asked to provide a reference for a former controller of a former client.

more practice doctor q&a: what’s in a title? | when staff don’t want to supervise | rule #1 for how to get everything done | too much paper, too many drives | 34 ways to make more money | i made partner, now what? | how to advise an executor | how much overhead is too much? | there’s more to growth than marketing
exclusively for pro members. log in here or 2022世界杯足球排名 today.

should i do it?
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management

what’s in a title?

plus a cautionary tale.

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 practice doctor q&a: when staff don’t want to supervise | the 44-point staff performance evaluation checklist | how to choose the right cpe | do you want to keep this employee? | how to know everything | i made partner, now what? | why gross is the method for pricing a practice | why more firms are trashing timesheets | make collecting easier

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

answer: in larger firms senior manager is one step below partner.
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marketing & sales

why cpas are suited to financial planning

your potential clientele? everyone.

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

“financial planning services” is a catchall phrase for any services a client would need for their personal financial security and wealth management and is an outgrowth of tax services and any of the other core services performed for a client. these services can be offered to existing clients or to clients engaging you for the specific service.

more on marketing: tax projections: how and why | add new revenues with tax prep follow-ups | marketing vs. selling: both must serve the client first | adopt a marketing mindset

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

with regard to tax services as the catalyst, the tax return is the roadmap of a client’s financial life. a keen observer can uncover many areas clients can be assisted with.
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pro member exclusive

when staff accountants don’t want to supervise

you have 4 choices.

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 practice doctor q&a: managing partners should drop their book of business | what’s lousy, the client or your approach? | not the mp, still a ‘managing’ partner | checklist for running a practice | hate meeting people? try improv (no joke) | help clients, increase revenue: make sure everyone on staff knows your firm’s full menu of services | how to sell your practice |

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

marketing & sales

tax projections: how and why

make sure the client sees the value.

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

many accountants do tax projections. some clients get projections who should not, but there are many who do not, who should.

more on marketing: add new revenues with tax prep follow-ups | how to suggest more services | how to raise client awareness of services | marketing vs. selling: both must serve the client first | adopt a marketing mindset

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

here are some insights about preparing and charging for them… read more →

pro member exclusive

the 44-point staff performance evaluation checklist

how well would you score?

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 practice doctor q&a: managing partners should drop their book of business | rule #1 for how to get everything done | too much paper, too many drives | 34 ways to make more money | why this help wanted ad is all wrong | why credentials are worthwhile | i made partner, now what? | why gross is the method for pricing a practice

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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marketing & sales

a dozen ways to add new revenue with tax prep follow-ups

plus 4 “how much?” questions to ponder.

by ed mendlowitz
how to build a stronger tax practice

as you see each tax prep client you should keep a list of additional services you can offer them. also, continue this list when you review each return.

more marketing tax services: how to suggest more services | how to raise client awareness of services | marketing vs. selling: both must serve the client first | adopt a marketing mindset

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

i prepare a list of follow-up items during a tax season on my microsoft outlook task list. these items are entered as the issue or idea arises. it is simple, quick and very satisfying. the next job will be to make the time to follow up with the client, and do your “good deed.”
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management

should managing partners drop their books of business?

your firm deserves a full-time leader.

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 practice doctor q&a: do you want to keep this employee? | how to know everything | the six rules to get the most out of cpe | everyone needs strategic planning | 19 ways to stop wasting reviewer time | no go on pro bono | why your clients need annual minutes – and how you can help | how much overhead is too much?

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, but do not know how i can increase these hours.
read more →

marketing & sales

how to suggest more services

…and paying for them. these aren’t freebies. includes 4 sample letters.

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

in order to help clients work out their problems, we need to give them suggestions and we need to charge the clients an appropriate fee.

more on marketing: how to raise client awareness of services | marketing vs. selling: both must serve the client first | adopt a marketing mindset

no matter how you price or bill for your services you will be spending time helping them and during that period you will be drawing on your vast experience, knowledge and data base of the client’s affairs.
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management

rule #1 for how to get everything done

say ‘no.’

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 practice doctor q&a: too much paper, too many drives | do you want to keep this employee? | how to know everything | hate meeting people? try improv (no joke) | everyone needs strategic planning | 14 ways to use timesheet data | there’s more to growth than marketing

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.
read more →

pro member exclusive

how to choose the right cpe

you have to spend the money and time, so make it worth your while.

today’s top cpe priorities:
join the survey; get the answers

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

question: i received a call from an accountant with some questions about a foreign-owned client of his. he had the client for 15 years and seems he did not file a ton of required disclosure forms.

more practice doctor q&a: what’s lousy, the client or your approach? | too much paper, too many drives | 34 ways to make more money | why this help wanted ad is all wrong | the six rules to get the most out of cpe | why credentials are worthwhile | i made partner, now what?

in the course of our discussion it turns out he never took a cpe program or even read an article on the topic. the question here is why didn’t he?
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 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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