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

professionals don’t operate in a vacuum.

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

i had lunch recently with a colleague who was surprised when i mentioned that i helped another accountant with a problem and “did not charge him.”

more: how to be ’the other guy’s accountant’ | i always want to be ’the other guy’s accountant’ | learning from lee iacocca et al. | getting a referral from an adversary
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i know this colleague and he is a very nice person. he’s a sole practitioner and seems to like what he does, but he has always complained to me that he wasn’t growing and just kept doing the same things over and over again. he told me at the lunch that he would never help someone the way i did without charging for it.
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9 concrete tips.

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

i’ve written about wanting to always be the “other guy’s accountant.” i received a number of calls and emails asking how i do it, so here is a followup.

more: i always want to be ’the other guy’s accountant’ | some mistakes i made | growing with a client | getting a referral from an adversary | secret success formula: e=fs4uh
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no matter what client i meet with and no matter what the reason, i try to engage them to find out what’s on their mind.
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your reminders must be constant and relevant.

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

i once worked for someone who lost a client to “the other guy’s accountant.”

more: some mistakes i made | why we ‘kill’ to get partnership returns out quickly | my first thought is to never turn down business | the background to saving a business | secret success formula: e=fs4uh | becoming an expert in irs collections | high cpa fees should be a client’s goal
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it happened when the client went into a new business with another person – the “other guy.” so my boss lost both the client and the new opportunity to work on the new business. from then on, my boss always wanted to be “the other guy’s accountant.” me too!
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… and some lessons i learned.

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

i’ve been around a long time and did some really great things. i’ve also made some mistakes.

more: why we ‘kill’ to get partnership returns out quickly | learning from lee iacocca et al. | i lost a client to an accounting firm with cheaper fees | how i saved a business | the staffer who was too smart | how i got a mercedes as a fee
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the mistakes linger on my mind more than many of the great things, and i am sharing some of the mistakes here.
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everyone benefits.

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

many real estate and venture capital partnerships and llcs have investors that need their k-1 tax statements to file their individual returns.

more: learning from lee iacocca et al. | growing with a client | getting a referral from an adversary | start with the cash | why a break-even analysis matters
exclusively for pro members. log in here or 2022世界杯足球排名 today.

depending upon the way they are managed, some never have their books up to date and ready for tax filing until late in the summer, while others are maintained monthly and are closed and ready for tax preparation the end of january or beginning of february.
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responsiveness benefits both of you.

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

i’ve told the story of how we were hired to prepare corporate tax returns at a much higher fee than the client said they wanted to pay. this client grew to become our largest client. here is how it happened.

more: my first thought is to never turn down business | i lost a client to an accounting firm with cheaper fees | how i saved a business | the staffer who was too smart
exclusively for pro members. log in here or 2022世界杯足球排名 today.

we completed the initial work earlier than the deadline, raising the confidence level with us. we were then asked to bid on a system evaluation of a small retail chain they owned and were thinking of expanding. this was also a fixed fee. next came an audit of their employee benefit plan, then some pricing consulting, and a flow of continuous phone calls with tax and accounting questions and eventually an audit of their company.
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