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

client service opportunities

when to say no to pro bono work

young businesswoman putting hand out in "stop" gesture while sipping coffeesome people can afford to pay for your efforts – and should.

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

i just finished reading john grisham’s novel “gray mountain,” about a young attorney working in a legal aid clinic. at one point she is asked to prepare a will for a woman with property worth about $200,000. this reminded me of some pro bono work i have been asked to do for people who could clearly afford it, and that caused resentment by me.

more: large clients we landed from quickbooks consulting | why we train on excel, word and adobe | stop pricing by the hour | getting by giving back | some mistakes i made | growing with a client | getting a referral from an adversary | start with the cash | why a break-even analysis matters
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

i have done my share of real pro bono work and was glad to do it. it left me satisfied that i was able to help someone. but for those who could afford it, i felt like a sap.
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client accounting services

large clients we landed from quickbooks consulting

two women in office shake handssometimes small bait catches big fish.

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

i’ve written about quickbooks and how we became the largest qb consultants in new jersey along with receiving a few clients with very substantial fees. i’ve gotten some calls asking about them and what we did, so here is a description of three of them.

more: why we train on excel, word and adobe | i used to hate quickbooks | things change | how to be ’the other guy’s accountant’ | why we ‘kill’ to get partnership returns out quickly | my first thought is to never turn down business | becoming an expert in irs collections
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the first client was someone who called asking to spend only one hour with us. at the time our minimum was five hours. we figured we would do him a favor and we told him the hourly rate if he would come to our office. he was a very nice, well-dressed man and spent the hour. he called us about a month later and asked if he could “buy another hour.”
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client service opportunities

why we train on excel, word and adobe

woman training man at computerare you losing time every day?

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

i’ve written about my introduction to quickbooks and how we took our entire staff to a training course for it.

more: i used to hate quickbooks | 26 value-added benefits clients need to know | how an out-of-work tax preparer ‘saved’ our lives | i always want to be ’the other guy’s accountant’ | learning from lee iacocca et al. | i lost a client to an accounting firm with cheaper fees
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

today i am writing about training for the most basic software we use: excel, word and adobe. we have taken our staff to courses for these programs and have periodic in-house training, but i realize many firms do not.
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client service opportunities

i used to hate quickbooks

businessman looking thoughtfulthink about who you’re serving.

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

i really used to hate quickbooks, but not anymore.

more: 26 value-added benefits clients need to know | stop pricing by the hour | getting by giving back | some mistakes i made | growing with a client | getting a referral from an adversary | start with the cash | why a break-even analysis matters
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

when qb came out, most of my small business clients were using dos-based accounting software, and we were using similar software for our after-the-fact work. at some point we were getting new clients that had purchased qb and we needed to learn how to use it. the first few times i worked on such clients i started compiling a list of the specifics of what was “wrong” with qb.
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management

live 1-hour webinar: best practices for client communications and interactions in accounting firms

卡塔尔世界杯常规比赛时间 “practice doctor” ed mendlowitz shares best practices in networking and personal branding in this webinar.

thursday, oct. 31
9 a.m. pt, 10 a.m. mt, 11 a.m. ct, noon et
1 hour, 1 cpe

register today | learn more

while technical accounting and tax skills are essential, the skills that help you climb the corporate ladder and become successful in running your own business are soft skills like networking.

you’ll learn:
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client accounting services

26 bonus benefits clients need to know

businesspeople having a meeting over coffee sitting together at a table discussing a document, young man and two middle-aged women presentare you letting your clients know all the value-added ways you can make their business lives better?

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

here are some value-added benefits to consider when performing obligatory services such as an audit or tax return, or any work for a client.

more: stop pricing by the hour | things change | how to be ’the other guy’s accountant’ | why we ‘kill’ to get partnership returns out quickly | my first thought is to never turn down business | the background to saving a business
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

this is not – cannot be – a complete list, but you can use this to help think about the benefits and value you bring to the client on every project or assignment you do for them. have a look, and let me know in comments what you think. what would you add to the list? what would you eliminate? read more →

client service opportunities

stop pricing by the hour

scale with coins on one side, alarm clock on the otherwhat are you really selling?

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

when i was starting out i read a number of books by master salesman elmer wheeler, who said, among many other things, “sell the sizzle, not the steak.”

more: things change | how an out-of-work tax preparer ‘saved’ our lives | i always want to be ’the other guy’s accountant’ | learning from lee iacocca et al. | how i saved a business | the staffer who was too smart | how i got a mercedes as a fee
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

this left me with thoughts of always telling clients, or whomever i interacted with, about the value and benefits of dealing with me while de-emphasizing the cost.
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client service opportunities

things change

businessman holding a wastebasket with a desktop computer in it“we have to use what has become almost universal if we want to be connected.”

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

innovation requires change, and many of us resist or are reluctant to change. but hopefully not me.

more: how an out-of-work tax preparer ‘saved’ our lives | getting by giving back | some mistakes i made | growing with a client | start with the cash | why a break-even analysis matters | how i owned a printing company and restaurant | kennedy’s acceptance speech | what consulting is
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

i continually look for what’s new that can be adapted to what i am doing. sometimes it’s hard to keep up and it seems it is getting harder and harder.
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