by ed mendlowitz
“tax season opportunity guide“
question: i got a new client because of one of my employees. do i have to give her anything?
response: wrong attitude! you should want to give her something. you should be happy that a staff person was able to bring in business.
many firms offer referral fees, bonuses or commissions. i suggest paying 10% of collections for five years, as long as the employee continues to work for you.
by ed mendlowitz
“tax season opportunity guide“
question: a former client owes me a lot of money and will not pay or even discuss a settlement. i want to sue him. what can you tell me about this?
response: i don’t know the details so cannot address your specific situation. however, i have some comments about suing that i would like to share with you. read more →
by ed mendlowitz
“tax season opportunity guide“
question: i just suddenly lost my biggest client. they said they outgrew me. what could i have done to keep them?
response: maybe nothing. and at this point it may not matter, but there are some things you can do to maybe get them back in the future and stop it from happening with another client.
losing any client is not pleasant, and losing a large client hurts. and when it is sudden it hurts even more.
i will answer this in three parts.
1. how to try to salvage something from the loss.
2. how to stop this from happening in the future.
3. how to avoid being “suddenly” surprised. read more →
by ed mendlowitz
“tax season opportunity guide“
question: my partner has been out sick for the past 3½ months, and he has been continuing to get his draw. it looks like he will be out for some time more, but not sure how long. he does make some calls from home, but isn’t really doing any work. is there anything i can do?
response: my first reaction is that a partnership agreement would cover this, but they don’t have one. i started to discuss what would be in an agreement if they had one and perhaps they should deal with this issue accordingly. read more →
by ed mendlowitz
“tax season opportunity guide“
question: i have many clients who always expect me to do extra work as part of our fixed fee agreement. how can i get paid extra for work beyond the scope of our agreement?
response: this is a recurring theme, and one that has many answers. one approach: don’t take on the extra work.
here is another approach. read more →
by ed mendlowitz
“tax season opportunity guide“
question: what do you ask for when considering a merger?
response: this is a “you show me yours and i’ll show you mine.” you should have this
information fairly well organized.
also, look at it critically and try to imagine what a prospective partner would say, and how you would react if this were someone else’s information that were being presented to you.
here’s a 23-item list: read more →
by ed mendlowitz
“tax season opportunity guide“
question: i do not belong to the njscpa and see no value in it. what are the benefits if i am a sole practitioner and just starting out?
response: i belong to the aicpa, njscpa and nysscpa, feel strongly about supporting
these societies and believe it is a responsibility of professionals to do so.
i am also active in these three organizations, in different ways and not always at the same time, although i have never been on the board of any of them.
by ed mendlowitz “tax season opportunity guide“ question: a client owes me a very large amount of money and seems to be giving me a runaround and i need to…
bill what you're worth optimize profits, delight clients, and build a top-value firm
by jody padar
best-selling author of the radical cpa and
from success to significance: the radical cpa guide
tax season completely updated 3rd edition
including the latest tax law changes, recent developments in procedures, and comments from over 1,000 tax professionals.
still, the one and only, original no-hassle super-simplified seven-step tax return review system.
$335.00 – $355.00 learn more
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!
original price was: $259.95.$199.49current price is: $199.49. learn more
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.
$199.95 – $299.95 learn more