client service opportunities

why it was so valuable and how to gain that knowledge now.

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

writeups are extinct. when i started in 1963, most small cpa firms primarily did writeups. after i started my practice in 1969, it became an embarrassment to say i did writeups. it connoted something beneath my “professional” status.

more: the ‘wrong’ cpe | bored by cpe? you’re missing out! | clients buy solutions, not hours | roger is my only client | top 10 issues for real estate investors | working hard? or hardly working? | it’s not always about the money | the value in value consulting | a cpa looks back across the generations
exclusively for pro members. log in here or 2022世界杯足球排名 today.

i think a problem today is that writeups no longer exist for younger staff.
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make the requirement work for you.

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

cpas are required to take continuing professional education courses each year. the amount varies by state, but every state has mandatory requirements.

more: clients buy solutions, not hours | what consulting is | mendlowitz: why my firm merged with ws+b | a long time ago, at a cpa firm far, far away … | when discounts don’t work | call me before you do anything | learning to delegate: slow is faster
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some cpas, like me, take courses and look for ideas to be able to serve clients better.
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selling by swaying.

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

this is not about jfk.

more: make obsessed leadership work for you | roger is my only client | blown loan covenants and how to recover from them | beyond the numbers: be a friend | perception becomes reality
exclusively for pro members. log in here or 2022世界杯足球排名 today.

when he was nominated at the 1960 democratic convention, his acceptance speech was preceded with an introduction by chester bowes narrating a film about kennedy’s life and achievements.
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5 steps for homeowners.

by barry j. friedman, cpa
industrynewsletters

have your clients’ property tax bills increased significantly? do you think they may have grounds for an appeal, particularly if the increase seems out of line with overall appreciation in their area?

more: social security hike the largest in 7 years | real estate, iras & clients | percentage-withholding for clients | bitcoin: what clients need to know | supreme court wayfair ruling sows confusion – and opportunity
exclusively for pro members. log in here or 2022世界杯足球排名 today.

property tax rules and policies are local, but in general, homeowners have 90 days after receiving a new assessment to appeal in most jurisdictions; some close the appeals window after 30 days.

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clients, services and the partnership.

by rick telberg
the rosenberg survey

ask carrie steffen of the whetstone group where accounting practices are going in 2018 and beyond, and you’ll probably get at least three key issues that are being addressed at some forward-thinking firms.

more: the do’s and don’ts for a happy accounting office

1. redefinition of client services and providing consistent services across the firm
2. redefinition of business advisory services
3. redefinition of the partnership model

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are you ready to make lemonade?

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

entrepreneurs are the brightest most focused and determined people i know. but it is also lonely for many of them.

more: clients buy solutions, not hours | what consulting is | mendlowitz: why my firm merged with ws+b | a long time ago, at a cpa firm far, far away … | when discounts don’t work | call me before you do anything
exclusively for pro members. log in here or 2022世界杯足球排名 today.

there are few people they can trust, and sometimes they just need a sounding board of someone who won’t pass judgment but might point out inconsistencies or illogical conclusions. that is a role for cpas, and sometimes great things come out of it.
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disability thresholds also are changing.

by barry j. friedman, cpa
industrynewsletters

as is usual this time of year, the social security administration has published critical information on benefit changes and maximum taxable income.

more: real estate, iras & clients | tariffs: what clients need to know now | new salt deduction limit: what clients need to know | passwords: how to beat the hackers | the w-4 time-bomb and what to do about it  | supreme court wayfair ruling sows confusion – and opportunity
exclusively for pro members. log in here or 2022世界杯足球排名 today.

how will these affect your clients?
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are you providing the value they expect?

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

pricing, billing and collecting fees for services are how accountants earn their livings.

more: what consulting is | make obsessed leadership work for you | client checklist: top 10 issues for real estate investors | working hard? or hardly working? | it’s not always about the money
exclusively for pro members. log in here or 2022世界杯足球排名 today.

one time, one of my fellow partners at withumsmith+brown, peter weitsen, billed a client for a lengthy phone call and a followup memo, and the client complained, saying that he did not realize he would have to pay for the work he did.  read more →