client service opportunities

you want the best information possible.

by ed mendlowitz
77 ways to wow!

when we discuss estimates – trailing amounts based on previous transactions and costs, it is important to have the amounts as accurate as possible to reduce the variances, but they will exist.

more: why and how to track payroll costs | how to account for materials purchased | ten strategies for smart a/r collections | where is your firm in its lifecycle? | six kinds of loan covenants | what’s more profitable, raising or lowering prices? | insurance you might not know you need | solos need plans for death, disability | you don’t need this, but your survivors do
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the estimated costs will be measured at the end of a period, i.e., week, month, quarter or year, and the reasons should be investigated and reconciled.

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bonus: a sample engagement letter.

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

second opinions are just that – an outside look at a client’s business or personal situation.

more on marketing: elder care: not sexy, but vital | get your clients talking about retirement | how to assist investment clubs | when clients remarry | seven questions to suggest estate planning | four reasons to perform tax projections
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we used to call them second opinions and promoted them as such. we no longer do that, but offer this as a separate and distinct service or product such as we do for performance measurement services. we feel that the difference is how the service is marketed, not how it is performed for the client.
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bonus: nine specific illustrations.

by ed mendlowitz
77 ways to wow!

most business owners look at the total payroll in dollars and go no further. but – payroll numbers are useful only if you drill down several levels to determine …

more: how to account for materials purchased | how to advise clients on allocating business resources | be wary of discounting prices | where is your firm in its lifecycle? | six kinds of loan covenants | what’s more profitable, raising or lowering prices? | insurance you might not know you need | solos need plans for death, disability | you don’t need this, but your survivors do | five ways to ward off fraud in not-for-profits
exclusively for pro members. log in here or 2022世界杯足球排名 today.

head count

i tell clients to keep track every month of the total head count of the business – whether it’s three, 10 or 100 employees. on a year-to-year basis, the head count can be very revealing. first, it tells you whether employment is growing faster than you realized. second, by comparing head count with unit sales, you can measure worker productivity. if there is growth in units sold, your payroll is in good shape. if growth of units per employee declines, you have a problem that needs immediate attention.
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take care when choosing the method you will be using. four illustrations.

by ed mendlowitz
77 ways to wow!

materials purchased are comprised of many elements in addition to the actual product purchased. following is an illustrative cost sheet that accumulates and calculates unit cost. usually, a large unit such as a case, skid or truckload would be measured and the per unit cost determined by dividing the total by the number of units. all costs are included.

more: how to advise clients on allocating business resources | use constraints to make improvements | the role of strategy in pricing | wow clients with trend analysis | 26 ways to wreck a financial projection | three ways to run a break-even analysis | price not always the top consideration in a sale | when an owner dies without a buy-sell agreement
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cost sheets are maintained for every separate product or sku (stock keeping unit) and is a string of characters that uniquely identify a product or part with a separate sku for every item with a distinguishing difference such as size, color, material and packaging.
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bonus: a sample engagement letter.

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

there are two distinct types of elder care assurance services.

more on marketing: get your clients talking about retirement | help clients with employment compensation | help clients with basic budgeting | questions for after tax season | 28 data points for a financial planning discussion | four additional services to suggest
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one service is the complete financial care and oversight of elderly clients. these could be relatives of the people retaining us, or the elderly person themselves. the other service is consulting on the financial planning and tax needs of the elderly person.
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the best course might not be the most exciting.

by ed mendlowitz
77 ways to wow!

time, resources and money are limited assets of a business, and, actually, anyone. successful organizations and people know how to maximize each one and how to integrate and allocate them for the best benefits possible.

more: use constraints to make improvements | ten strategies for smart a/r collections | how to react to trends | trends are all around us | how to prepare business plan financial projections | the top 11 financial statement ratios | eight ways to value a family-owned business | are you ready for a co-owner to drop dead?
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these assets are called into action when opportunities arise. however, typically opportunities come in bunches and then a choice must be made. is the newest opportunity taken, the easiest or the most strategic? that is when the organization’s leadership earns its pay. here are some thoughts using a client’s specific situation.
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