766 search results for mendlowitz

unhappy about tax season?

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businesswoman holding green folderit’s time to figure out why.

by ed mendlowitz
tax season opportunity guide

successful people are happy with their practices and what they do and get joy from interacting and helping clients. i know a lot of accountants who continuously complain about tax season – yet they make most of their money during the period.

more: 16 traits of the best tax clients | eight ways to charm a client | plug small leaks before they become big floods | you’re only as good as your last screw-up
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do they expect someone to knock on their door with a wheelbarrow of money to hand them? if they are financially secure, why do they keep working?
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the growing pains of a small firm

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the lessons every firm needs to learn.

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

“cpa firm grows prosperous by heeding its own advice.” the wall street journal published an article with that title in their may 18, 1981 issue about my firm, and this column describes some of what we did.

more: giving clients the best you’ve got | why map programs are essential | making sure the son got proper credit | family trees of clients | why accountants quit | when siblings battle over the family business | how bickering can ruin a family business
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the article began by stating there were about 28,000 cpa firms in the u.s., with about 19,000 being sole practitioners and many others with just two or three cpas. these numbers are lower than now, so the profession and small firms have grown significantly in the last 40-plus years.
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16 traits of the best tax clients

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green cast iron sign with white 16 painted on it

subscriber frank kistner adds no. 17: clients who remove staples from source documents (because they can damage your scanner/copier).

by ed mendlowitz
tax season opportunity guide

clients are our customers who pay our salaries and present us with stimulating opportunities allowing us to grow.

more: eight ways to charm a client | plug small leaks before they become big floods | you’re only as good as your last screw-up | four issues with ‘quick’ tax questions | when to pick up the phone this tax season | these five procedures will simplify your tax season | 11 steps to better client tax instructions
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

there is no such thing as a bad or nuisance client – although there are clients who sometimes do bad or nuisance things.
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giving clients the best you’ve got

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what it looks like in black and white.

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

we all use the cliché that we give the clients the best we got, but what does it really mean?

more: how to become a specialist | making sure the son got proper credit | 10 more reasons cpas quit public accounting | preparing for the worst (thanks to my wife) | why accountants quit | when cpas leave to work for a client | readers rip: ‘she wanted her shoebox back’ | how bickering can ruin a family business
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i’ve written about value-added services and efforts we can do on behalf of our clients, but here is a different approach i have used.
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why map programs are essential

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cpe isn’t the only reason to attend a program.

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

i attend management of accounting practice (map) cpe programs. in many instances these do not qualify toward the mandatory cpe requirements. who cares?

more: how to become a specialist | secrets in specialties | making sure the son got proper credit | yes, shirt logos can matter | 10 more reasons cpas quit public accounting | family trees of clients
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

i go because i want to make more money, work more effectively, service clients better, excite and retain staff, and have more fun doing what i love to do and have to do anyway.
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eight ways to charm a client

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we get measured on the small things – the good and the bad.

by ed mendlowitz
tax season opportunity guide

clients are our customers. they pay our salary and enable us to make good livings.

more: thorough vs. sloppy: is everyone on the same page? | four issues with ‘quick’ tax questions | 11 steps to better client tax instructions
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

do what you can to accommodate them and make them feel important – as important as they believe they are. read more →

prepping for tax season: plug small leaks before they become big floods

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tiny businessman standing on dripping faucet5 key points to keep in mind.

by ed mendlowitz
tax season opportunity guide

some people are micromanagers and anal with details. others are big-picture managers, letting details take care of themselves. neither is completely effective and both disciplines need to be balanced.

more: thorough vs. sloppy: is everyone on the same page? | four issues with ‘quick’ tax questions | when to pick up the phone this tax season | these five procedures will simplify your tax season | 11 steps to better client tax instructions | get your team ready for tax season | 12 ways to squeeze fun into tax season | 6 ways to get paid faster in tax season
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

there is a time for details and a time for big-picture thinking. when setting up procedures and processes it is essential that all details be considered and planned for.  read more →

you’re only as good as your last screw-up

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businessmen miserable over errorprepping for tax season: clients notice the little things.

by ed mendlowitz
tax season opportunity guide

don’t be sloppy. it gets noticed.

more: four issues with ‘quick’ tax questions | when to pick up the phone this tax season | these five procedures will simplify your tax season | 11 steps to better client tax instructions
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

sloppy work is always evident and usually incomplete. thorough work is careful and usually complete.

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