call me before you do anything

man with net chasing winged moneywhen a good number should be a great one, justify it.

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

i have always told my clients to call me before they did anything major or new financially to see if there was anything tax-wise that could be done to help them.

more: the value in value consulting | the making of a consultant | learning to delegate: slow is faster | a cpa looks back across the generations
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

nowadays, there is much less tax maneuvering, but much more from a financial aspect, and it is amazing how accountants can help.
read more →

the value in value consulting

woman in officekeep your eyes and ears open.

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

people can learn new skills and either do nothing further or use it to grow.

more: the making of a consultant | learning to delegate: slow is faster | a cpa looks back across the generations
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

using my experience from consulting for an ice cream shop, i started to think about doing some extras for clients (see “the making of a consultant”). i still had my day job as an accountant and needed to follow the work schedule my boss gave me, but i now knew something and wanted to see how else i could use it.
read more →

the making of a consultant

girl eating ice cream conesometimes numbers tell stories we don’t know yet.

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

while i was working full-time early in my accounting career, i was also picking up clients whose accounting i did on the side, also known as moonlighting.

more: learning to delegate: slow is faster | the clients that got away | cross-selling beyond your comfort zone | value pricing in uncharted waters | i am an accountant because of clients like stanley | advising cheapskates | getting bonuses from clients

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

one of the clients was a franchised ice cream store. i used to go there one night every quarter to record his checkbook transactions into a regular set of accounting books. today, in one form or another, this would be done on a computer with software such as quickbooks, but in those days it was written up in ink by hand.
read more →

learning to delegate: slow is faster

green checks being made on checklisteagerness needs tempering.

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

when i was in high school, i spent a few winter saturdays helping my father and “learning” what a cpa did.

more ed mendlowitz: creating a cross-selling culture | when time-based pricing works | how auditing is like a pirouette | ¿que es bookkeeping? | testifying before congress | underpaying others hurts you, too | my top 10 personal game changers | yes, christopher columbus had an accountant | 10 reasons for my success
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

his routine was to go to one client twice a month and another once a month and he spent the fourth (or fifth) saturday cleaning up the correspondence in his office.

my work consisted of posting sales to an accounts receivable ledger and rechecking the arithmetic on the client’s handwritten customer invoices.
read more →

a cpa looks back across the generations

why the profession is so great.

by ed mendlowitz
call me before you do anything

when i became a partner emeritus, it meant that it was time to slow down and work less.

more ed mendlowitz: how many hours should staff work? | is this a rut?  | taking over poorly done work | when to offer profit sharing | what’s in a title? | managing partners should drop their book of business | what’s lousy, the client or your approach? | checklist for running a practice | why credentials are worthwhile
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

i started working only two days a week. i thought i would have more time to pursue many of the things i had always wanted to do but never had the time. since that point, i seem to be busier than i ever was and still have many projects i want to do, but can’t seem to get to.
read more →

the great debate: the case for value-pricing

mendlowitz if you’ve read the “the case for timesheets,” you might think i couldn’t live without timesheets. but i know many firms use their timesheets differently than i do. but…18 reasons to trash the timesheet. by ed mendlowitz (search hits: 1 in body, 0 in title, 0 in categories, 0 in tags, 0 in other taxonomies, 0 in comments. score: 40062.4)

the great debate: timesheets vs. value-pricing

the essential management tool. next, read the case for value-pricing. value-pricing or hourly-billing: which works better and why? sound off: join the survey, get the answers.   by ed mendlowitz…became more of the norm. when i left my manhattan practice to form mendlowitz weitsen with peter weitsen in 1988, we decided to convert all clients to fixed fees. one…the essential managment tool. by ed mendlowitz (search hits: 2 in body, 0 in title, 0 in categories, 0 in tags, 0 in other taxonomies, 0 in comments. score: 79859.49)

pro only download: making mergers work special report [ebook]

…the moving vans arrive for the furniture. ed mendlowitz has a 23-item pre-deal checklist. but nothing beats actually visiting the office, talking with the staff and kicking the tires. aquila,……rosenberg, and mendlowitz are only the beginning of what a practitioner will find in this 卡塔尔世界杯常规比赛时间 special report. to be sure, there’s no such thing as a fool-proof instruction……reeb, mendlowitz august j. aquila is an internationally known speaker, consultant and author and has held leading positions in the accounting profession for more than 25 years. he is ceo… (search hits: 5 in body, 0 in title, 0 in categories, 0 in tags, 0 in other taxonomies, 0 in comments. score: 19898.54)

follow the 1/20th tax client marketing rule

arc colored in on 5 percenthow to elevate your service beyond tax prep.                                 

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

what would happen if you set goals at a higher level?

more on marketing: hire a sales person to get leads | following up after tax season | how to meet referral sources | how to sell bundled tax services | 7 questions for succession planning | 15 points to buying or selling a business | offering elder care assurance services | 9 questions to ask about divorce and taxes
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the following is restricted to tax return clients only, and can be exceeded by you if you think this goal is too low.
read more →

when to hire a sales person to get leads

and 15 types of work to seek. by ed mendlowitz the 卡塔尔世界杯常规比赛时间 practice doctor if you want leads to get business from large companies for tax services, consider hiring…and 15 types of work to seek. by ed mendlowitz the 卡塔尔世界杯常规比赛时间 practice doctor… (search hits: 1 in body, 0 in title, 0 in categories, 0 in tags, 0 in other taxonomies, 0 in comments. score: 40062.4)

checklist: following up after tax season

stacks of papers on the corner of a desklay the foundation for work you didn’t have time to do earlier this year.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

if you were paying attention during tax season, you likely picked up on other services your clients might need.

more on marketing: advertising done right | 12 branding tips | structuring partnership and buy-sell agreements | the 64-point business startup checklist | how to offer second opinions | how to offer employment compensation assistance | basic budgeting for clients | guiding heirs | add new revenues with tax prep follow-ups
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

here is a checklist of 15 possible additional services, plus a form to track your follow-up.
read more →

tax season roundup: 2017

…robert mckenzie how to sell bundled tax services, ed mendlowitz tax season productivity hacks, salim omar 11 ways to get more tax clients, ed mendlowitz successful tax seasons require teamwork,……better busy season, sandi leyva the annual tax meeting is dead. clients killed it. , frank stitely how to prepare returns for a multiple-year non-filer, ed mendlowitz protectionism: 19th-century thinking……for a 21st-century world, richard asquith free instant download: sample fee schedule for 1040s checklist: 46 avoidable tax-filing errors – if clients only knew, ed mendlowitz a little tax humor,… (search hits: 5 in body, 0 in title, 0 in categories, 0 in tags, 0 in other taxonomies, 0 in comments. score: 198985.44)

president proposes adding 6 justices to supreme court

statue of scales of justiceeverything old is new again.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

the president sent a bill to congress proposing a plan to add six justices to the supreme court. the way his plan will work is that as each justice reaches age 70½ and fails to retire, a new justice will be added.

more on marketing: advertising done right | 12 branding tips | 11 ways to get more tax clients | structuring partnership and buy-sell agreements | the 64-point business startup checklist | how to offer second opinions
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the way his plan will work is that as each justice reaches age 70½ and fails to retire, a new justice will be added.
read more →