client service opportunities

responsiveness benefits both of you.

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

i’ve told the story of how we were hired to prepare corporate tax returns at a much higher fee than the client said they wanted to pay. this client grew to become our largest client. here is how it happened.

more: my first thought is to never turn down business | i lost a client to an accounting firm with cheaper fees | how i saved a business | the staffer who was too smart
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we completed the initial work earlier than the deadline, raising the confidence level with us. we were then asked to bid on a system evaluation of a small retail chain they owned and were thinking of expanding. this was also a fixed fee. next came an audit of their employee benefit plan, then some pricing consulting, and a flow of continuous phone calls with tax and accounting questions and eventually an audit of their company.
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someone else could do it, but why?

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

one of my partners once was asked to recommend an accountant who could do corporate tax returns for a very large company.

more: i lost a client to an accounting firm with cheaper fees | getting a referral from an adversary | start with the cash | why a break-even analysis matters | how i owned a printing company and restaurant | am i happy? | my boss hated the client | fired from my first job | staffers need to speak up with clients | bored by cpe? you’re missing out! | clients buy solutions, not hours
exclusively for pro members. log in here or 2022世界杯足球排名 today.

he was told it would take about 20 days and the fixed fee was an amount that was about a third of our normal rates. my partner was going to refer a cpa who sublet from us who seemed to have the time and he asked me if i thought the accountant could do it.
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… but don’t go fishing for one.

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

one time i received a call with a referral from another professional who was an adversary in a contentious deal on which i represented a client.

more: how i saved a business | the staffer who was too smart | how i got a mercedes as a fee | hot shot sales manager is not such a hot shot | you must push the pencil | the art of the deal: starts with listening | be a sounding board to your clients
exclusively for pro members. log in here or 2022世界杯足球排名 today.

i thanked him but expressed surprise because we seemed to always be at each other’s throats.
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pay attention to the parameters and you can do great things.

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

it’s important to get an up-close look at a client’s business in order to save it.

more: how i saved a business | start with the cash | why a break-even analysis matters | how i owned a printing company and restaurant | am i happy? | my boss hated the client | fired from my first job
exclusively for pro members. log in here or 2022世界杯足球排名 today.

i’ve discussed how i rescued a business that was in danger of closing because of unpaid taxes. i thought about some additional details that should be shared with readers, so here goes.
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desperate times might require bold moves.

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

i once saved a client’s business that the irs was in danger of closing. here is the nitty-gritty.

more: how i saved a business | start with the cash | why a break-even analysis matters | how i owned a printing company and restaurant | am i happy?
exclusively for pro members. log in here or 2022世界杯足球排名 today.

the owner wanted to be able to walk away without her business. she would be broke and would lose her house, but she wouldn’t have a continuing debt for unpaid payroll taxes.
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a step-by-step breakdown.

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

saving a business creates one of the greatest highs you can have in accounting.

more: start with the cash | secret success formula: e=fs4uh | becoming an expert in irs collections | high cpa fees should be a client’s goal | how hidden bias taints results
exclusively for pro members. log in here or 2022世界杯足球排名 today.

i remember one instance when i received a referral for a business in another state requiring a plane trip.
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