client service opportunities

my top 10 personal game changers

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what does your list look like?

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

a number of single actions or happenings helped spur great success for me. there have been many, but here are some of the top ones that come to mind.

more: my top 10(ish) regrets | getting bonuses from clients | be an accountant, not a salesperson for other things | when clients don’t know | why you’re only as good as your staff | why tax time is the best time to get new business | becoming a ‘media star’ | don’t pass up opportunities exclusively for pro members. log in here or 2022世界杯足球排名 today.

the order is not significant – it is just how i wrote them.
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my top 10(ish) regrets

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what would you change?

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

i’ve written about the 10 reasons for my success. i received quite a few calls about that and i came up with some regrets, so i’m sharing them here.

more: getting bonuses from clients | yes, christopher columbus had an accountant | 10 reasons for my success | when the kids don’t want to take over | staff may surprise you with leadership
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

1. not taking off fridays: i could have taken off either every friday or monday and extended the weekend.
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more services for your tax clients

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woman and man shaking hands across a desk40 options, plus a checklist for making matches.

by ed mendlowitz
tax season opportunity guide

the following listing can give you ideas of additional services clients might need.

more: keep these tax clients while you have the chance | what’s not to like about tax season? | do your clients feel important? | 4 reasons to push ahead with tax question research | help tax clients help you
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

this list is not complete, but it is a good start for you to start thinking about what types of additional services you can offer to your clients!
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help clients by pivoting to projections

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//www.g005e.com/2020/04/01/help-clients-by-pivoting-to-projections/today’s crisis needs analysts more than historians.

by gale crosley

major upheavals in economic conditions present an opportunity for significant growth. for firms prepared to embrace this concept, it’s go time for new service innovations that clients and prospects want, need and are willing to pay for.

see: all 卡塔尔世界杯常规比赛时间 special crisis coverage

more: home alone. but not really. | dicey disruptions | be a consultant or be left behind | sustainable innovation: how to pull it off
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

with so many of us sequestered at home, it may be some time since you’ve actually been in your car. but you’ve probably not forgotten the difference between the view from your rearview mirror and what you see out the windshield. applying the metaphor to accounting highlights the contrast between where we’ve been and where we need to go as a profession in the current environment.
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getting bonuses from clients

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man putting dollars into suit pocketalso: value pricing vs. value billing.

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

i’ve written about being independent and not selling financial services or products to clients. quite a few people called me to ask about “value billing” and how that fits in. here are some comments.

more: yes, christopher columbus had an accountant | my ‘brand’ is the exciting history of accounting | social security is an asset class | how to waste lunch hour | what’s your negotiating style? | how to make your own opportunities | how i became a published author
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

to start, value pricing is a pretty straightforward issue for those who truly value price and a misunderstood issue for most who do not. i cannot treat it completely in a short article and refer my readers to ron baker’s book, “implementing value pricing.” however, today i will address the focus of my caller’s questions about value “bonuses” from clients.
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influence, don’t manipulate

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two businesswomen meeting in an officeput yourself in the client’s shoes.

by steven e. sacks

we are often faced with trying to influence others through our beliefs and personal experiences. the wrong approach is to browbeat others until they “surrender.”

more: fake it ‘til you make it: an ultimate goal? | working remotely shouldn’t mean feeling isolated | how engaged are your employees? | managing difficult personalities in the workplace | set your staff on the right course | how motivation is like bathing
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

influence is really a straightforward approach to convincing people that your positions are well thought out, persuasive, justified and completely devoid of underhandedness, manipulation or trickery.

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three ways to step up in uncertain times

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coronavirus crisis opens new opportunities to serve.

by sarah johnson dobek

in the late hours of march 11, president trump instructed the treasury department to defer tax payments without interest or penalties for certain individuals and businesses negatively impacted by covid-19 pandemic, commonly known as coronavirus.

see 卡塔尔世界杯常规比赛时间 special coronavirus crisis coverage

as many individuals and businesses grapple with the possibility and effects of illness, travel bans, quarantine, and economic distress, accounting professionals have a unique opportunity to step up as proactive advisors.

here are three ways you can help your firm and help your clients through uncertain times.

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yes, christopher columbus had an accountant

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john vanderlyn’s painting, “landing of columbus” in the capitol rotunda, depicts columbus’s accountant, roderigo sanchez, as fourth man standing on left
john vanderlyn’s painting, “landing of columbus” in the capitol rotunda, depicts columbus’s accountant, roderigo sanchez, as fourth man standing on left

valuable contacts can become friends.

by ed mendlowitz

one of my hobbies is my interest in accounting history.

delving through history is very interesting but usually a solitary pursuit. however, when you meet likeminded people, the discussions can become very animated. it can also cause you to meet extraordinarily interesting, bright and nice people, and i have.

learn more: call me before you do anything: the art of accounting

i wrote the lead article in the journal of accountancy’s 125th anniversary issue, and two of the editors were dale flesher and gary previts. we “met” over the phone discussing the article. a few months afterward the aicpa had its 125th anniversary council meeting and dale and gary called and suggested i come to washington, d.c., to meet them and perhaps visit the capitol and have our photos taken in front of the painting by john vanderlyn showing the landing of columbus, including roderigo sanchez, the accountant hired by queen isabella to accompany columbus.

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why process is key to remote work

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woman leading meeting, flipchart in backgroundit benefits not only clients, but your team.

more coronavirus crisis coverage here

by jody grunden

with the right people in place, empowered to work independently, and proper access to the tools that are necessary to get the work done, process comes next.

more: when the irs and fbi come knocking | cyber security at a virtual cpa firm | top tech choices for the virtual firm | keeping the right people on the bus | how to run effective leadership team meetings | disc helps remote team work together effectively
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

creating process is important in any business if you want to scale, but it is imperative when it comes to remote work. process helps streamline things, reduces confusion and makes your team more efficient and productive.
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in these turbulent times, leaders must lead!

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www.g005e.comsix things you needed to start doing yesterday.

by allan koltin

in the face of this unprecedented global pandemic, leaders must lead! we need to fill our days with talking to our people, clients, and our families and engaging them in the reality of the situation while at the same time stressing the positive things going on.

related: all 卡塔尔世界杯常规比赛时间 special coronavirus coverage

i was on a call this morning with a client and i was sharing how wonderful it was to have all three kids back home (they would have been studying abroad, at college, or going to high school) and how nice it was to have family dinners together again. i was also sharing the positives with the kids that their grandparents were healthy, safe, and getting calls from so many family members and how important this was to them. as i was walking the dogs this morning it occurred to me that i heard birds chirping and that i had been “so busy being busy” for the past four decades that beautiful sounds like this or the smell of the morning air were never on my mind. at a deeper level, and to equate it to a sporting event, i feel like the proverbial “scoreboard” has malfunctioned and there is now a new way to keep score, and it is becoming the new normal.

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my ‘brand’ is the exciting history of accounting

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smiling businesswoman talking on camerawhat feels right to you?

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

in 1998 i read that andersen consulting would be spending $100 million to brand their company. this seemed unusual for a few reasons.

more: be an accountant, not a salesperson for other things | 10 reasons for my success | when the kids don’t want to take over | staff may surprise you with leadership | problem clients | when pushing the pencil pays off | when to say no to pro bono work
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

1. they were in heated litigation with arthur andersen to leave the accounting firm and set up an independent company.
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be an accountant, not a salesperson for other things

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extreme close up of female hand with pen pointing on cash flow document.“a piece of the action” didn’t pan out.

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

there are accountants who only do accounting and accountants who also do other things such as selling financial products and doing deals with the client. there is nothing wrong with this, but with some very minor exceptions, i never did the other things.

more: 10 reasons for my success | social security is an asset class | how to waste lunch hour | what’s your negotiating style? | how to make your own opportunities | how i became a published author | large clients we landed from quickbooks consulting
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

accountants have many openings and opportunities to

  • sell life insurance, annuities, mutual funds and tax shelters;
  • broker mortgages;
  • find buyers for a client’s business;
  • manage investments;
  • introduce investors;
  • perform executive searches and
  • even invest along with clients.

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10 reasons for my success

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number 10watch for opportunities.

the 卡塔尔世界杯常规比赛时间 busy season barometer:
today’s bonus question:
are you ready for covid-19 conditions?
join the survey. get the results.

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

recently i was asked if i could provide some reasons for my success.

more: social security is an asset class | when clients don’t know | why you’re only as good as your staff | why tax time is the best time to get new business | becoming a ‘media star’ | don’t pass up opportunities | why we train on excel, word and adobe | stop pricing by the hour | getting by giving back
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

this gave me an opportunity to think about it and i came up with a list of 10 reasons that i am presenting here. i hope you take away some ideas from this. if you have your own list, i would appreciate it if you would share it with me.
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