client service opportunities

stop pricing by the hour

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scale with coins on one side, alarm clock on the otherwhat are you really selling?

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

when i was starting out i read a number of books by master salesman elmer wheeler, who said, among many other things, “sell the sizzle, not the steak.”

more: things change | how an out-of-work tax preparer ‘saved’ our lives | i always want to be ’the other guy’s accountant’ | learning from lee iacocca et al. | how i saved a business | the staffer who was too smart | how i got a mercedes as a fee
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

this left me with thoughts of always telling clients, or whomever i interacted with, about the value and benefits of dealing with me while de-emphasizing the cost.
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things change

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businessman holding a wastebasket with a desktop computer in it“we have to use what has become almost universal if we want to be connected.”

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

innovation requires change, and many of us resist or are reluctant to change. but hopefully not me.

more: how an out-of-work tax preparer ‘saved’ our lives | getting by giving back | some mistakes i made | growing with a client | start with the cash | why a break-even analysis matters | how i owned a printing company and restaurant | kennedy’s acceptance speech | what consulting is
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

i continually look for what’s new that can be adapted to what i am doing. sometimes it’s hard to keep up and it seems it is getting harder and harder.
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how an out-of-work tax preparer ‘saved’ our lives

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portrait of a cheerful businessman smiling at the cameraalways be ready to help others.

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

a number of years ago we purchased a practice in late february to get the business clients. however, we had to agree to service the individual tax clients, of whom there were about 180, with each paying a very low fee. the seller did not want to hang up his longtime clients.

more: getting by giving back | how to be ’the other guy’s accountant’ | why we ‘kill’ to get partnership returns out quickly | my first thought is to never turn down business | the background to saving a business
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

we had just moved the files into our office and were really concerned about how we could get the returns done without totally straining our system when lenny called asking if we had any per-diem tax season work for him.
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getting by giving back

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

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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most new college grads plan to start their own businesses

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but first, they need to pay off their student loans. bonus: what millennials want in a first job.

by 卡塔尔世界杯常规比赛时间 research

as they prepare to enter the workforce, 70 percent of young adult job seekers say the freedom of being their own boss is worth more than the benefit of job security working for someone else.

additionally, 53 percent say they are likely to start their own business in the future, according to new research from the aicpa, which took the opportunity to promote cpa services to the wanna-be entrepreneurs.

although the new study has no data on cpa-bound graduates, it provides some insight into millenials’ plans both as potential clients and as staffers.

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how to be ’the other guy’s accountant’

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

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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i always want to be ’the other guy’s accountant’

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

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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some mistakes i made

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

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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why we ‘kill’ to get partnership returns out quickly

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businessman looking at calendar on tableteveryone 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
goprocpa.comexclusively 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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3,771 accountants help uncover cas success secrets

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small firms find a new revenue stream.

by hitendra patil

fresh insights are emerging from 卡塔尔世界杯常规比赛时间’ new survey, “client accounting services: trends, issues & opportunities.”

join the 8-minute survey. get the answers. you will receive, for free, the topline executive summary of the survey findings, just for participating in this survey.

it is possibly one of the largest cas surveys ever, with 3,771 (and counting) accountants responding to the survey.

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three keys to evolving your accounting practice

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view from below of man standing on mezzanine with back to camerachoose your new role, then start living it.

by matt solomon

the accounting profession has been disrupted.

this probably isn’t an earth-shattering revelation if you’re an accountant. over the last decade, your ability to make a decent living doing compliance work has decreased dramatically. commercial tax operations are offering tax returns for incredibly low prices – in some cases, companies are even doing tax returns for free.

if you’re the owner of a small or medium-sized firm, it doesn’t matter if your work is higher quality. you can’t compete on the price, and retail shops are spending millions of dollars in advertising every year to woo your clients away.

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