the complete two-volume set! fantastic…! wise…! great reference…! withum-smith+brown partner ed mendlowitz is the dear abby of accounting, providing answers to tough questions from colleagues, peers and anyone else who…
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by ed mendlowitz
77 ways to wow!
this list is a guide to jog additional thought about a client’s business. i have done all of these, and, at some point, i started making a list to help me remember. i also used it to help staff choose a few items each time they performed services for a client as a value-added benefit to the client.
more on advisory: when an audit is a great thing | how to read a financial statement | the kpi an absentee manager needs | which kpis do you need? | the seven-minute financikal statement
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the listing can also be used a guide for a separate engagement. either way, the emphasis should be to provide information to the client about their business that the client does not already consider, focus in on or know about.
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step away.
by ed mendlowitz
managing an accounting practice: 202 questions and answers
q: i have a friend who runs a small cpa firm. he has a client who owns some motels across the u.s. who sold them to a large company.
more: why partner retreats are worth the cost | why checklists? | ask these 10 questions before adding financial services | selling your practice is not a retirement strategy | thirteen things to know before selling your practice | 10 reasons clients don’t pay
their auditor, a big 4 firm, would like to review his prior year audit papers and he has asked me to review his work papers beforehand and make sure that they are in good shape for the big 4 firm. as he is a small practice, his work papers are likely to be not as sophisticated as the big 4 is used to seeing.
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new environment, new ideas.
by ed mendlowitz
managing an accounting practice, the complete 2-volume set – 202 questions and answers, the 650-page encyclopedia of practice management
q: is there any value to a retreat?
more: why checklists? | ask these 10 questions before adding financial services | selling your practice is not a retirement strategy | thirteen things to know before selling your practice | 10 reasons clients don’t pay
send your toughest questions to ed at emendlowitz@withum.com
a: absolutely! retreats are very important to reconnect with your partners and reassert why you are in business and what you hope to accomplish, in addition to making a living and not having to work for a boss who isn’t as good or nice as you are.
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life isn’t always about you.
by ed mendlowitz
101 questions and answers: managing an accounting practice, the complete 2-volume set
q: i know you preach using checklists, but are they really necessary? i don’t like using them.
more: ask these 10 questions before adding financial services | selling your practice is not a retirement strategy
a: well…
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remember it’s a new business.
by ed mendlowitz
101 questions and answers: managing an accounting practice, the complete 2-volume set
q: i am thinking of adding financial services to my practice. what are your thoughts?
more: selling your practice is not a retirement strategy | thirteen things to know before selling your practice | 10 reasons clients don’t pay
a: for starters, “financial services” means selling investment products or managing money. this is different from adding financial planning, which i see as an extension of and a next step to sound tax planning for clients.
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consider your other possible sources.
by ed mendlowitz
101 questions and answers: managing an accounting practice
q: i’ve heard you say that you shouldn’t count on anything from your practice when you decide to retire. are you serious?
more: thirteen things to know before selling your practice | 10 reasons clients don’t pay
a: i probably said that, but it was in the context of planning for guaranteed cash flow in retirement. a practice’s value is never guaranteed until the checks clear.
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timing is critical.
by ed mendlowitz
101 questions and answers: managing an accounting practice, the complete 2-volume set
q: i am getting older and want to continue working at least five more years. should i merge now to anticipate and facilitate a buyout?
a: selling means retiring. is that something you want to do?
more: 10 reasons clients don’t pay
i’ve written many times about being clear about your goals and what you really want. that being said, here is a general discussion about the reality of the value of your practice.
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bill what you're worth optimize profits, delight clients, and build a top-value firm
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best-selling author of the radical cpa and
from success to significance: the radical cpa guide
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instant download new & expanded 2024 edition with 50 new checklists
over 300 pages of essential tools, tips & techniques, printable and customizable.
by edward mendlowitz, cpa, abv, pfs
free for pro members!
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success secrets revealed 
advisory essentials 
tough questions, smart answers complete two-volume set
by edward mendlowitz, cpa, abv, pfs
with tables, checklists, sample letters, illustrative examples, real-life stories, step-by-step instructions, and appendix.
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