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

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help tax clients help you

man staring at pile of paperwork11 clear instructions to make tax season easier.

by ed mendlowitz
tax season opportunity guide

providing instructions of what a client needs to do must be clear enough so that the client doesn’t call you to find out what to do.

more: 3 steps to tax season happiness | 12 ways to have more fun this tax season | bill with the tax return, get paid faster
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

sometimes taking an extra minute to lay out what the client should do can eliminate that call or indecisive moment a client might feel.

  1. the object of the instructions is to have the client do what you want them to do.

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client service opportunities

staff may surprise you with leadership

two happy businessmen looking at digital tablet at desk in office3 lessons learned.

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

one time i was reviewing a time run and noticed a certain staff tax person, elliot, kept appearing on clients he wasn’t assigned to and i wondered why.

more: what’s your negotiating style? | why tax time is the best time to get new business | becoming a ‘media star’ | don’t pass up opportunities | why we train on excel, word and adobe | stop pricing by the hour | getting by giving back
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

when i asked the people in charge of those clients what elliot did, i was told that they either needed a tax question answered or some research done and asked him to do it. elliot was one of the younger people in the tax department. i wondered why they asked him and not the tax manager.
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client service opportunities

help clients see the big picture

what they ask for and what they need may differ.

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

i once had a client who felt he was getting ripped off by his salespeople padding their expenses.

more: what’s your negotiating style? | why tax time is the best time to get new business | becoming a ‘media star’ | don’t pass up opportunities | why we train on excel, word and adobe | stop pricing by the hour | getting by giving back | some mistakes i made
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

i found this out by walking into his office and finding his desk and credenza overloaded with files halfway up to the ceiling.

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12 ways to have more fun in tax season

share the excitement that keeps you in this field.

by ed mendlowitz
tax season opportunity guide

tax season presents exciting opportunities for accounting firms and their staff.

more: 5 ways to build teamwork | creating a cross-selling culture | 5 ways to build teamwork | when time-based pricing works | start marketing now for next season | the clients that got away  | 4 reasons not to let staff go after tax season | cross-selling beyond your comfort zone | 

bill with the tax return, get paid faster
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

every moment should be enjoyed and appreciated.

here’s how:

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client service opportunities

what’s your negotiating style?

businesspeople having a meeting over coffee sitting together at a table discussing a document, young man and two middle-aged women presentthe meeting is the goal.

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

we all have our own styles. many have different styles for different things. over the years i’ve developed an individual style for negotiating on behalf of clients that i have been very successful with, which i am sharing with you now.

more: why tax time is the best time to get new business | problem clients | when pushing the pencil pays off | when to say no to pro bono work | i used to hate quickbooks
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

when entering a negotiation, it is very important to have clients clearly articulate their thoughts about what they want. this takes time and patience, along with some prodding and challenging. but if it’s done right, clients will be clear about what they want.
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how to start an accounting practice

free webinar: monday, dec. 16, 2019, at 4 p.m. et.

ed mendlowitz, 卡塔尔世界杯常规比赛时间 expert contributor, will be revealing everything you need to start an accounting business in this one-hour, one-cpe-credit session hosted by cpa academy and produced by new jersey-based withum cpas, where mendlowitz is a partner.

register today | learn more

mendlowitz will cover what being in business entails, a quick discussion of the 64 things you need to do when you start your business, five ways to get into your practice, pros and cons of per diem work, and he’ll touch on what to read, podcasts to listen to, and courses to take. the session will include a three-question test that can determine whether you would succeed in your own practice. read more →

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bill with the tax return, get paid faster

stamp paid - 3dit’s good business and your clients prefer it.

by ed mendlowitz
tax season opportunity guide

tax season is a business and businesses need to be paid. it is harder to justify prices when providing services rather than products. products are usually priced before delivery while many times services are priced after delivery, i.e. performance.

more: 5 ways to build teamwork | creating a cross-selling culture | 5 ways to build teamwork | when time-based pricing works | start marketing now for next season | the clients that got away  | 4 reasons not to let staff go after tax season | cross-selling beyond your comfort zone
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

many accountants price returns before they are worked on, usually basing the fee on last year, or a rate schedule. sending a bill with the return establishes the relationship that you should be paid promptly for the work done.

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