tariffs: what clients need to know now
talking about politics and controversy.
by barry j. friedman, cpa
industrynewsletters
client service opportunities
make obsessed leadership work for you
then spread it to your clients.
by ed mendlowitz
call me before you do anything: the art of accounting
i spend a lot of time with clients and i believe i have identified the one quality that most of my successful clients have – it is obsession.
more: roger is my only client | 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.
they have many qualities, but obsession is universal among them.
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the client of the future
the five mega-trends that will make or break your “firm of the future.”
by hitendra patil
accountaneur
your client of the future will be vastly different from your client of now. you won’t have a firm of the future without understanding the new breed of client.
more accountaneur: the rise of the robot accountant: opportunity or threat? | six never-before opportunities for the accounting profession | urgently required: a new definition of accounting | 卡塔尔世界杯常规比赛时间 author named top 10 to follow on social media in 2018 | you cannot prove your value | certified blockchain accountant: from cpa to cba | who wants to be a comptometrist? | blockchain: questions are the answer | the 7 experiences millennials want from your firm | is blockchain an extinction event for accountants? | is blockchain a cloud killer? | 22 ways blockchain will change the accounting profession forever |
exclusively for pro members. log in here or 2022世界杯足球排名 today.
like most accountants, you probably have faith that numbers tell a story. so, let’s look at some numbers and seven mega-trends that can help you get clarity about your client of the future. read more →
how to talk to clients about ‘basis’
“step-ups” ease the burden of capital gains.
by barry j. friedman, cpa
industrynewsletters
basis seems like a simple concept, but as with so many tax issues, it can become complicated quickly when you try to explain it to clients.
more: percentage-withholding for clients | new salt deduction limit: what clients need to know | passwords: how to beat the hackers | supreme court wayfair ruling sows confusion – and opportunity
this is especially true after the tcja. read more →
roger is my only client
do your clients feel important?
by ed mendlowitz
call me before you do anything: the art of accounting
so are ralph, dennis, judith, alan, susan, fern and ken. successful client relationships start when you treat each client as if they were your only client or your best client or most important client.
more: mendlowitz: why my firm merged with ws+b | client checklist: top 10 issues for real estate investors | blown loan covenants and how to recover from them | a long time ago, at a cpa firm far, far away … | working hard? or hardly working? | beyond the numbers: be a friend | when discounts don’t work | it’s not always about the money | perception becomes reality | call me before you do anything | the value in value consulting | the making of a consultant | learning to delegate: slow is faster | a cpa looks back across the generations
clients know they are not your only client, but they need to be treated as if they were. when you do that, you will have a client for life.
read more →
mendlowitz: why my firm merged with ws+b
can your firm deliver everything you want to?
by ed mendlowitz
call me before you do anything: the art of accounting
client checklist: top 10 issues for real estate investors
explaining the strategies, benefits, and pitfalls.
by ed mendlowitz
real estate is a popular investment, and there are many potential tax benefits to owning it. want to help your clients get all the tax benefits they could be entitled to? of course, you do!
so make sure your clients know some of the more popular benefits and pitfalls. the top ten issues to conder are in my real estate tax-benefit checklist below.
blown loan covenants and how to recover from them
sometimes a detailed memo can buy you time.
by ed mendlowitz
call me before you do anything: the art of accounting
one time, one of my clients had a very large equipment term loan from a bank and was in danger of being put out of business because the company had blown an essential loan covenant.
more: a long time ago, at a cpa firm far, far away … | working hard? or hardly working? | it’s not always about the money | the value in value consulting | a cpa looks back across the generations
a covenant is a condition the lender must meet or the bank has the right to call the loan. most businesses that borrow cannot pay loans back on demand. instead, they are paid out of future profits that have hopefully been generated from the added business the loan helped to achieve.
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a long time ago, at a cpa firm far, far away …
many concerns haven’t changed.
by ed mendlowitz
call me before you do anything: the art of accounting
many of my stories occurred many years ago – some are from a half century ago – so the question is, are they still relevant and why am i telling them now?
more: working hard? or hardly working? | beyond the numbers: be a friend | perception becomes reality | the making of a consultant
well, maybe the exact circumstances are archaic, but the lessons and principles are as applicable today as they were when i lived through them.
read more →
client insight: small businesses sell for highest prices on record
tariffs and elections take center stage as market aims to continue record pace.
a new report obtained by 卡塔尔世界杯常规比赛时间 reveals record highs in small business financials, allowing sellers to ask and receive more money than ever recorded.
sale prices of businesses sold in the third quarter of 2018 reached new highs, according to the bizbuysell third quarter 2018 insight report. the record sale prices are directly related to stronger business financials which also hit new levels in q3.
with buyers able to offset increasing prices by acquiring healthier businesses, the result is a well-balanced market.
full results are included below, with statistics from business-for-sale transactions reported by participating business brokers nationwide.
working hard? or hardly working?
how to communicate your value to clients.
by ed mendlowitz
call me before you do anything: the art of accounting
one summer i worked for my father at one of his large clients. it was a hot july day and i was wearing a suit and tie and there was no air conditioning in the office, just a fan that wasn’t one of the most expensive you could buy.
more: beyond the numbers: be a friend | when discounts don’t work | call me before you do anything | learning to delegate: slow is faster
across from my desk sat the owner’s father. he just sat there; he did no work. i was working hard and barely looked up, but when i did our eyes met occasionally and he nodded, but that was it.
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bitcoin: what clients need to know
to the irs, bitcoin is real. and so’s the tax bite.
by barry j. friedman cpa
industrynewsletters
beyond the numbers: be a friend
the client could have it all, but the accountant had to show him how.
by ed mendlowitz
call me before you do anything: the art of accounting
many years ago my boss, bernard d. kleinman, had a client who was a creative genius in the advertising industry, and was being courted by many other firms.
more: when discounts don’t work | it’s not always about the money | the value in value consulting | a cpa looks back across the generations
he liked his job, position, and respect, and he had no desire or thoughts of leaving. but, as a gentleman, he listened to whoever approached him.
read more →