practitioners should consider how many of these mistakes they might be making right now, from ed mendlowitz, cpa and author of “the tax season opportunity guide.” read more →
by ed mendlowitz
adapted from the 2013 tax season opportunity guide
urgency creates stress and pressure and leads to mistakes and improper perceptions of the quality of the work.
planning and execution reduce urgency. one way to eliminate urgency is to properly plan the work with realistic deadlines and proper resources. read more →
step by step.
note: in this dialog, ed creates a checklist of the steps necessary to writing an article and getting it published.
question: i would like to write an article and have it published. can you assist me writing an article for an industry trade journal?
response: before we start, a few questions and comments.
question: thank you for taking the time to assist me, i have not written any articles yet. here are three ideas i thought of: read more →
by ed mendlowitz
adapted from the 2013 tax season opportunity guide
one way to guarantee extra work is to have everything always done differently each time it is done.
not establishing uniform procedures is bad business and unnecessarily consumes part of your life.
consistency in performance reduces work and review time and creates a greater reliance on the staff people.
checklist: read more →
help them to do what you want.
by ed mendlowitz
adapted from the 2013 tax season opportunity guide
providing instructions of what a client needs to do must be clear enough so that the client doesn’t call you to find out what to do.
sometimes taking an extra minute to lay out what the client should do can eliminate that call or indecisive moment a client might feel.
the object of the instructions is to have the client do what you want them to do. read more →
and a couple more ideas for high performing firms.
by ed mendlowitz
tax season opportunity guide
if you have staff, have happy, cheerful, helpful people. don’t surround yourself with downers and nay-sayers. make sure they are team players.
part of this is your firm’s culture. it takes work to get people to work together and to focus on doing what it takes to service the client fully, properly and timely. everyone working together gets it done. you need to create that atmosphere.
here are three things that might help:
it’s good for business and considerate to clients.
by ed mendlowitz
tax season opportunity guide
tax season is a business and businesses need to be paid. it is harder to justify prices when providing services rather than products. products are usually priced before delivery while many times services are priced after delivery, i.e. performance.
more on busy season management: tax season trends, issues and opportunities
many accountants price returns before they are worked on, usually basing the fee on last year, or a rate schedule. sending a bill with the return establishes the relationship that you should be paid promptly for the work done. read more →
including six situations that demand you call the client immediately.
by ed mendlowitz
tax season opportunity guide
occasionally accountants lose touch with their clients, especially during tax season. part of this is because of the crush of work, which is compressed into a pretty short period.
we sometimes lose sight that we are working on something the clients consider one of the most important things in their lives at that moment. clients are not numbers on a list that needs to be reduced – they are all individuals and consider themselves very important people and want professionals that treat them accordingly.
it is attitudinal, and accountants must adopt that mindset and transmit that through to their culture.
following are a few things you can do, and should do. not only does doing these things communicate your culture, but they are all good business: read more →
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