client service opportunities

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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train your clients before they train you

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taking unscheduled phone calls and meetings wrecks your bottom line and theirs.

by frank stitely
the relentless cpa

many of the behaviors you rationalize as good client service are just desperate measures to avoid losing bad clients.

more: why time tracking still matters | business owners face one of three exits | 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.

however, clients are trainable – at least as trainable as jack russell terriers. that is to say they’re somewhat trainable. however, like jack russell terriers, you train clients or they’ll train you. somebody’s getting trained. here’s an example of how that works.
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questions for after tax season

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question markseleven ideas that warrant following up.

by ed mendlowitz
how to build a stronger tax practice

many times we have important preliminary discussions when we obtain a client’s tax information.

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.

skilled interviewing, or effective follow-up techniques, can make these into an additional engagement.
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wow clients with trend analysis

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//www.g005e.com/2021/11/17/business-development-and-sales-arent-scary/comparing the statement of operations with the balance sheet. bonus: the five numbers needed to run a better business.

by ed mendlowitz
77 ways to wow!

the sample statement of operations report below was created using excel to better illustrate and highlight the differences. this also enabled entering selected percentages, which cannot be done on most computer-generated financial statements. most computerized reports can be exported to excel with a couple of clicks.

more: trends are all around us | six kinds of loan covenants | what’s more profitable, raising or lowering prices? | solos need plans for death, disability | five ways to ward off fraud in not-for-profits
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besides the percentages included below, a helpful percentage would be increase or (decrease) in monthly sales, or any other item you want to track. in the illustration, monthly purchases to sales and cost of goods sold percentages were tracked.
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help heirs with tax issues

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two women talkingthey may not see the possible tax ramifications, but you can.

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

inheritance advice and guidance is a valuable service for clients who have lost a loved one and are remembered in the will.

more on marketing: 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.

most times accountants are not the first ones clients call. usually the attorney is the first person and then a financial planner. we get involved after the fact to “record” the results of what was done on the tax return, or via a phone call asking about the taxation of what they either received or think they will receive.
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seven questions to suggest estate planning

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a woman hugs another woman, who is cryingbonus: sample asset distribution worksheet.

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

estate planning is a vital service for many clients who do not have a will or a current will, or who have a will but did not consider major estate planning techniques.

more on marketing: 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.

we have found that many clients with wills had them hurriedly prepared just before a trip or vacation and had very little planning guidance.
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[survey] how trusted advisors transform businesses

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join the survey. get the results.

be at the forefront of a business revolution.


discover today’s best strategies for advisory services
join the 10-minute survey. get the results.
launch the advisory services success survey here

donny shimamoto, cpa, citp, cgma
center for accounting transformation

imagine this: you’ve just started your dream business. the entrepreneurial fire is burning bright within you, and you’re filled with ambition, passion, and excitement. but then, reality hits, and you find yourself overwhelmed by the financial complexities, growing pains, and myriad questions that come with running a business. who do you turn to for help? who can you trust to lead you down the path of success?

more:  donny shimamoto: future firm growth requires a mindshift | ai, ocr, nlp & cpas: oh my!   |  accounting nerds, unlock your super powers  | early adopters gain an edge in audit | dustin wheeler: for serious cas success, hire tech teams | csr for cpas: the missing ingredient | donny shimamoto explains how ‘agile’ applies to cpa firms |  staff retention for remote workers | why the future is in risk advisory |  ready for non-cpa “cpa” firms?
goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

enter the trusted advisor – a new breed of accountant and cpa who does more than just crunch numbers and fill out tax forms. these advisors are game-changers, and they are redefining the way businesses operate and grow.

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trends are all around us

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are you using the knowledge in the best way?

by ed mendlowitz
77 ways to wow!

trends are ubiquitous. those running a business or not-for-profit organization need to be aware of trends that affect how they will operate and remain viable and sustainable.

more: six kinds of loan covenants | 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 | due diligence is in the details
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the language of business is spoken with numbers. numbers themselves are not always important, but the trends that they represent are always important. it is essential for business owners and managers to be aware of and sensitive to changes indicating trends. usually, the trends are not huge waves but slight drifts away from what you are doing and toward a new paradigm.
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28 data points for a financial planning discussion

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green checks being made on checklistthe list is long, but it will get your clients thinking.

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

you have a client who is open to financial planning, but how do you get started?

more on marketing: 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.

here is a checklist that can be provided to a client requesting information for a comprehensive financial planning engagement.
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six kinds of loan covenants

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https://www.e-junkie.com/ecom/gb.php?ii=1671049&cl=23704&c=cart&ejc=2&aff=296720what you need to avoid.

by ed mendlowitz
77 ways to wow!

negotiating the best loan terms, rates and conditions such as an annual cleanup and compensating balance amounts is done with the sharpest skills … not so much skill mining the loan covenants or restrictions.

more: 26 ways to wreck a financial projection | 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? | simple controls can prevent fraud
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

loan covenants determine conditions the borrower must adhere to and when the bank has the right to call the loan, renegotiate the terms and rates, impose additional restrictions or controls, send in an auditor or assess extra charges or fees.
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four reasons to perform tax projections

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fountain pen on word "tax"make sure the client sees the value.

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

many accountants do tax projections. some clients get projections who should not, but there are many who do not, who should.

more: four additional services to suggest
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

here are some insights about preparing and charging for them.
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what’s more profitable, raising or lowering prices?

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woman working on calculator in front of two computer monitorsspecific examples aiming at 30%, 40% profit.

by ed mendlowitz
77 ways to wow!

there is always a conflict in trying to determine whether prices should be increased to make more money or decreased to create a greater demand so the business could make more money.

more: three ways to run a break-even analysis | the top 11 financial statement ratios | eight ways to value a family-owned business | are you ready for a co-owner to drop dead? | simple controls can prevent fraud | charity directors must take theft seriously
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

this can be calculated using simple arithmetic based on the break-even analysis model and applying it to a guess of how your customers would react versus the potential to gain added business.
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set expectations with an anticipatory set

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businesswoman using a tabletbonus: a full proposal for bos services.

by penny breslin
it’s not just the numbers

in 2000, our company created a quickbooks training dvd. the owner wanted it done professionally and hired a movie company and rented a studio. the rfp went out. all proposals received had a fee for discovery.

more: get the most out of your client meeting | why bos calls for flat rates | procedures require regular revisiting | why federated search matters | tips for getting clients started on bos | the best tech for your team and clients | marketing? know your goals first | eight things to stop doing now
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

today, if you were to hire a development team to create, update or install code, they would charge you a certain amount for discovery before they would do any actual coding. what you are paying for is the development of the anticipatory set and a clear definition of the scope.
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