client service opportunities

get your clients talking about retirement

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man with briefcase climbing up ladder to top of giant piggy bankare they over 50? give them your counsel.

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

this is a specific financial planning service that helps clients plan for their retirement. this involves calculating how much a client will have to retire on and how much he or she will need.

more: use constraints to make improvements | ten strategies for smart collections | how to react to trends | trends are all around us | how to prepare business plan financial projections | the top 11 financial statement ratiosgoprocpa.com
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this work can take place one to two years before the expected retirement, or 15 to 20 years earlier. it depends on the client. you may also find yourself doing some quick calculations for a client in his or her early 50s who is being offered early retirement. whatever the case, it is a matter of paramount importance to the client, and must be treated by the accountant as such.
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is your cas practice trapping you?

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look for these five signs and implement simple changes to get back the life you want.

by w. michael hsu

are you working tirelessly but not seeing the benefits and results you deserve?  essentially, do you feel trapped in the cycle of your business? if so, you’re not alone.

more w. michael hsu: seven principles to work less and achieve more |  how do firm leaders learn? | why your approach to cas and cfo services is wrong | when it comes to pricing, it’s about ‘can’t afford not to’ | your client base is global |

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

many firm owners and the entrepreneurs they serve feel exhausted by their businesses, but it doesn’t have to be that way.

but we can identify common signs that your business is trapping you and show you how to optimize for freedom. by addressing these issues and implementing some simple strategies, you can reduce stress, achieve more, and live a life you love.

5 ways your firm is trapping you read more →

jody padar: build a practice that works for you, not vice-versa. 

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if you can’t change your pricing or your customers, it doesn’t matter how efficient you are

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the disruptors
with liz farr for 卡塔尔世界杯常规比赛时间

jody padar, the author of the radical cpa, has been shaking things up in the accounting world for years. but today, firms are at a boiling point, limited by supply and demand. “you only have so many people doing the work. and what are you going to do? you can’t make the work up. it’s got to get done,” padar said.

more: jody padar here

podcasts and videos:  peter margaritis: the power skills every accountant needs | joe montgomery: find the sweet spot of the right clients, right services and right prices | marie green: your bad apples are ruining you | megan genest tarnow: hire for curiosity rather than compliance | clayton oates: one way to keep clients for life | randy crabtree: follow these three rules to keep employees happy | erik solbakken: yes, you can work less and make more | donny shimamoto: future firm growth requires a mindshift | jennifer wilson: empower young workers to build the firm everyone loves | mike whitmire: re-think your hiring and training practices | hector garcia: success strategies of a quickbooks youtube superstar | blake oliver: why tax work yearns to be free| private equity explodes in u.k. | brannon poe: the status quo must go  | accounting nerds, unlock your super powers  | disruptor: jason statts shakes up the status quo | think small to think big with matt wilkinson | when financial statements go extinct with corey schmidt | can geraldine carter save accountants from themselves? | re-inventing accounting with tyler anderson

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

the old business model was taking whoever walked in and billing by the hour. but today, we don’t have the capacity. “there’s so much work out there,” she explained.  “i have not heard any accountants say that they are looking for work. they’re all saying, ‘stop, go away. i don’t have the resources to serve you.’”
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help clients with employment compensation

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older man and younger man in meetingyou might find yourself negotiating a contract.

by ed mendlowitz
how to build a stronger tax practice

this service includes employment contract negotiations and executive compensation review and planning.

more on marketing: how to guide clients through divorce | how to assist investment clubs | when clients remarry | seven questions to suggest estate planning | four reasons to perform tax projections
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

who needs this service

every client employed by a mid- to large-size company or a public company will need some sort of employment compensation assistance.
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seven principles to work less and achieve more

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bid farewell to late nights at the office and weekend “catch-ups.”

by w. michael hsu

in accounting, where being constantly busy is the norm, working less while achieving more seems like a distant dream. but is it?

more w. michael hsu: how do firm leaders learn? | why your approach to cas and cfo services is wrong | when it comes to pricing, it’s about ‘can’t afford not to’ | your client base is global |

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

what if i told you there’s a method that can help you strike the perfect balance between productivity and rest? it’s called the measure x hack method. in this article, we’ll dive into the seven principles of this method, showing you how to achieve more with less effort.

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how to guide clients through divorce

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three paper hearts: one whole, one crumpled, one tornnine questions to ask about taxes.

by ed mendlowitz
how to build a stronger tax practice

divorce settlement planning attempts to help clients realize the reality of the financial situation and to suggest ways to settling the financial arrangements before extensive, expensive and drawn-out negotiations, depositions and litigation.

more on marketing: how to assist investment clubs | help clients with basic budgeting | help clients manage their investments | when clients remarry | questions for after tax season | help heirs with tax issues | seven questions to suggest estate planning | 28 data points for a financial planning discussion | every client can use financial planning | four reasons to perform tax projections | four additional services to suggest
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

who needs this service

divorce today has become commonplace. with 50 percent of first-time marriages ending in divorce it is a good bet that many of your clients are either in the process of getting divorced or considering it. a simple inquiry can tell you where the client is in the process.
read more →

how to assist investment clubs

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hands raising wine glasses to toastconsider the contacts you’re making.

by ed mendlowitz
how to build a stronger tax practice

investment clubs are a social activity where people of similar backgrounds or interests

  • get together,
  • contribute funds in a periodic manner and
  • research and discuss suitable investments for the group.

more on marketing: help clients with basic budgeting | help clients manage their investments | when clients remarry | questions for after tax season | help heirs with tax issues | seven questions to suggest estate planning | 28 data points for a financial planning discussion | every client can use financial planning | four reasons to perform tax projections | four additional services to suggest
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

investment clubs invest the money collectively and maintain a single brokerage account with separate records kept within the club.
read more →

help clients with basic budgeting

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couple meeting with investment advisor.some of them might need a reality check. use these worksheets.

by ed mendlowitz
how to build a stronger tax practice

assisting clients who need help with their spending is a valuable service.

more on marketing: help clients manage their investments | when clients remarry | seven questions to suggest estate planning | four reasons to perform tax projections
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

clients indicating they are high in debt and particularly credit card debt need help. following are some worksheets you can use to assist clients.
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get clients to bring tax docs early … yes, early

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the secret? humor, sarcasm and shame.

by frank stitely
the relentless cpa

there are easy ways to get clients to do what we need them to do. in our office, we call the process “training” clients. one of our biggest headaches is the late delivery of tax materials. so, we train our clients to bring their tax documents in early.

more: you train your clients, whether you mean to or not | train your clients before they train you | why time tracking still matters | business owners face one of three exits | don’t let clients dictate tax workflow | make fewer mistakes, increase revenue and capacity | how small firms can win the talent wars | easy ways to avoid ‘done but’ tax returns | six ways to create a millennial-friendly firm | do you know your turnaround time?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

we accomplish this through a series of e-blasts explaining our deadlines. the e-blasts start in december, and we call them “countdown to tax season.” they cover much more than our deadlines for clients to provide business and personal income tax returns documents.

read more →

help clients manage their investments

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piggy bank with word "investment"you may not have the expertise, but you likely know someone who does.

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

investment allocation construction is a valuable service that helps a client get a perspective on their investments, their projected assets, the current and prospective cash flow from the investments and measures this against the client’s individual risk tolerance and broad long-range goals.

more on marketing: when clients remarry | questions for after tax season | 28 data points for a financial planning discussion | four reasons to perform tax projections | four additional services to suggest
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

many times the client has to be “taught” basic investment principles, techniques and vehicles and have these related to what might be best for the client. then a portfolio model has to be constructed that will provide the right degree of risk with the feelings of security the client needs.
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you train your clients, whether you mean to or not

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if you schedule it, they will come. so … stop that now.

by frank stitely
the relentless cpa

as we all know, there is a definite cost involved in not training clients. let’s look at the training that’s occurring, whether you know it or not. it actually all boils down to timing.

more: train your clients before they train you | why time tracking still matters | business owners face one of three exits | make fewer mistakes, increase revenue and capacity | how small firms can win the talent wars | six ways to create a millennial-friendly firm | do you know your turnaround time?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

here is an example of my stupidity.

i met with a client who was a software company executive. he had been a client for a dozen years, and people don’t get much smarter than he is. he drove from alexandria, virginia, to chantilly, virginia, every year. the drive is 20 miles and might seem like a 30-minute trip, but in northern virginia, it’s more like an hour.
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who’s in control? you? or your clients?

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why clients need the “tough love” you didn’t know they craved.

by seth fineberg
at large

truth time, accountants. regarding your client relationship, would you consider yourself a leader or a follower? in other words, do you lead them, or do they lead you more often than not?

more seth fineberg: time management rule #1 for accountants |  plan to go ‘live’ post tax season |  why vc is a bigger threat than ai  |   what does taking control of your firm mean? | accountants need each other more than ever | marchternity: just say ‘no’ | some thoughts on in-person events | so you think you know accountants? | what bogs down accountants

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

we raised this topic some years ago during my time at accountingweb. but while much has changed since then, even during the past five years in this great profession, one must wonder who is making the decisions about the direction of your firm and how you work. is it you or your clients?

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when clients remarry

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older couple on autumn walk with trees in backgroundsix questions to ask.

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

this is primarily a financial planning service for people who are in second marriages, and where there are children from prior marriages.

more on marketing: help heirs with tax issues | seven questions to suggest estate planning | 28 data points for a financial planning discussion | every client can use financial planning | four reasons to perform tax projections | four additional services to suggest
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

who needs this service

this is a valuable service for every remarried client who has children from a former marriage.
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