measuring growth in yourself, staff and partners

“knowledge gap” method uses a client-centric approach.

ed mendlowitz answers some of the toughest questions practitioners can throw at him. he’s the right one to ask. after more than 40 years in the business – building his own practice, running the firm, and eventually selling it to a major regional firm, withumsmith+brown, where he remains a senior partner and consultant to professional services clients – he has the answers.

more for 卡塔尔世界杯常规比赛时间 pro members: what do you think you’re doing?  | can you teach judgment?  |  clients’ calls at home  | what you need to know before expanding into business valuation | asking an attorney for a referral fee  |  are partner retreats really worth the cost? | audit reports without doing the work? | should i really spend the time making checklists? | what’s a tax practice worth today? |

question: i suspect that my partner has “maxed out” and cannot grow further which will retard our growth.  what can i do or how can i deal with this?

read more →

what do you think you’re doing?

effective management doesn’t just happen.

here at 卡塔尔世界杯常规比赛时间, ed mendlowitz answers some of the toughest questions practitioners can throw at him. he’s the right one to ask. after more than 40 years in the business – building his own practice, running the firm, and eventually selling it to a major regional firm, withumsmith+brown, where he remains a senior partner and consultant to professional services clients – he has the answers. we’re happy to have him at 卡塔尔世界杯常规比赛时间. send your questions for ed here, or chime in with comments below.

browse more from ed here: are partner retreats really worth the cost? | audit reports without doing the work? | should i really spend the time making checklists? | what’s a tax practice worth today? | preparing to sell your practice in a few years? 13 things you need to know today | 10 questions to ask yourself before you decide to add financial services to your practice | why selling your practice is not a retirement strategy | congratulations! you bought a tax practice. now what? | how accountants can keep the business when a client wants to sell theirs | 10 reasons clients don’t pay, and what to do about it | 13 reasons timesheets will never die

question: sometimes i get stuck doing work that the client did not ask me to do, that is not chargeable and simply a waste of time, but i get trapped (by myself). any words of wisdom to avoid this? read more →

can you teach judgment?

 

empowering staff to make mistakes, safely.

here at 卡塔尔世界杯常规比赛时间, ed mendlowitz answers some of the toughest questions practitioners can throw at him. he’s the right one to ask. after more than 40 years in the business – building his own practice, running the firm, and eventually selling it to a major regional firm, withumsmith+brown, where he remains a senior partner and consultant to professional services clients – he has the answers. we’re happy to have him at 卡塔尔世界杯常规比赛时间. send your questions for ed here, or chime in with comments below.

get more ed: clients’ calls at home  • what you need to know before expanding into business valuation  • asking an attorney for a referral fee  • are partner retreats really worth the cost? • audit reports without doing the work? should i really spend the time making checklists? what’s a tax practice worth today?preparing to sell your practice in a few years? 13 things you need to know today10 questions to ask yourself before you decide to add financial services to your practice •  why selling your practice is not a retirement strategy •  congratulations! you bought a tax practice. now what? • how accountants can keep the business when a client wants to sell theirs10 reasons clients don’t pay, and what to do about it • 13 reasons timesheets will never die

question: recently a colleague asked me: “how do you teach judgment?” and before i could respond, he answered it himself with “you can’t teach judgment!” read more →

clients’ calls at home

are there no limits to availability? here at 卡塔尔世界杯常规比赛时间, ed mendlowitz answers some of the toughest questions practitioners can throw at him. he’s the right one to ask. after…

what you need to know before expanding into business valuation

here are at least 47 great money-making opportunities, but don’t overlook the difficulties in getting started.

here at 卡塔尔世界杯常规比赛时间, ed mendlowitz answers some of the toughest questions practitioners can throw at him. he’s the right one to ask. after more than 40 years in the business – building his own practice, running the firm, and eventually selling it to a major regional firm, withumsmith+brown, where he remains a senior partner and consultant to professional services clients – he has the answers. we’re happy to have him at 卡塔尔世界杯常规比赛时间. send your questions for ed here, or chime in with comments below.

browse more from ed here:   asking an attorney for a referral fee  |  are partner retreats really worth the cost?   |   audit reports without doing the work?  | should i really spend the time making checklists?   |  what’s a tax practice worth today?preparing to sell your practice in a few years? 13 things you need to know today     |    10 questions to ask yourself before you decide to add financial services to your practice   |  why selling your practice is not a retirement strategy | congratulations! you bought a tax practice. now what? | how accountants can keep the business when a client wants to sell theirs | 10 reasons clients don’t pay, and what to do about it | 13 reasons timesheets will never die

— rick telberg
president / ceo

question: i am exploring the business valuation credential as a way to expand our practice. i’m still (relatively) young to the profession and would (i think) love to expand into this niche area.

a few things: read more →

asking an attorney for a referral fee

how to capitalize on your “business currency” with better referral strategies.

here at 卡塔尔世界杯常规比赛时间, ed mendlowitz answers some of the toughest questions practitioners can throw at him. he’s the right one to ask. after more than 40 years in the business – building his own practice, running the firm, and eventually selling it to a major regional firm, withumsmith+brown, where he remains a senior partner and consultant to professional services clients – he has the answers. we’re happy to have him at 卡塔尔世界杯常规比赛时间. send your questions for ed here, or chime in with comments below.

browse more from ed here:   are partner retreats really worth the cost?   |   audit reports without doing the work?  | should i really spend the time making checklists?   |  what’s a tax practice worth today?preparing to sell your practice in a few years? 13 things you need to know today     |    10 questions to ask yourself before you decide to add financial services to your practice   |  why selling your practice is not a retirement strategy | congratulations! you bought a tax practice. now what? | how accountants can keep the business when a client wants to sell theirs | 10 reasons clients don’t pay, and what to do about it | 13 reasons timesheets will never die

question: i referred a large amount of business to an attorney friend and she hasn’t reciprocated.  i asked her for a referral fee and she declined.  i’d like to keep referring her because she does a great job for my clients and that makes me look good too.  what should i do?

read more →

are partner retreats really worth the cost?

how to do it right.

here at 卡塔尔世界杯常规比赛时间, ed mendlowitz answers some of the toughest questions practitioners can throw at him. he’s the right one to ask. after more than 40 years in the business – building his own practice, running the firm, and eventually selling it to a major regional firm, withumsmith+brown, where he remains a senior partner and consultant to professional services clients – he has the answers.

browse more from ed here:   audit reports without doing the work?  | should i really spend the time making checklists?   |  what’s a tax practice worth today?preparing to sell your practice in a few years? 13 things you need to know today     |    10 questions to ask yourself before you decide to add financial services to your practice   |  why selling your practice is not a retirement strategy | congratulations! you bought a tax practice. now what? | how accountants can keep the business when a client wants to sell theirs | 10 reasons clients don’t pay, and what to do about it | 13 reasons timesheets will never die

question: is there any value to a retreat? read more →

audit reports without doing the work?

should you worry when your audit will be audited?

question: i have a friend that runs a small cpa firm. he has a client that owns some motels across the u.s. who sold them to a large company. their auditor, a big 4 firm, would like to review his prior year audit papers and he has asked me to review his workpapers beforehand and make sure that they are in good shape for the big 4 firm. as he is a small practice his workpapers are likely to be not as sophisticated as the big 4 is used to seeing. do you know to what extent he would be required to show his work? would it be sufficient to show the trial balamnce with a narrative indicating the work performed on each line item that is deemed to be in scope? would it be sufficient to show a checklist indicating the procedures performed? would he be required to show all the detailed work papers? read more →