when everything takes too long

ed mendlowitz cpa the practice doctor q and aholdups can appear at any step in the process.

question: everything in my office seems to take too long, and i can’t put my finger on why.  can you provide any guidance?

more practice doctor q&a: taking over poorly done work | rule #1 for how to get everything done | checklist for running a practice | 14 ways to use timesheet data | when partners stop growing | clear billing procedures make collecting easier | there’s more to growth than marketing | how to make staff a team again
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answer: common problem.
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guiding heirs

two women talkingthey may not see the possible tax ramifications, but you can.

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

inheritance advice and guidance is a valuable service for clients who have lost a loved one and are remembered in the will.

more on marketing: how and why to offer estate planning | what you need to start a financial planning discussion | tax projections: how and why | how to raise client awareness of services | marketing vs. selling: both must serve the client first | adopt a marketing mindset
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

most times accountants are not the first ones clients call. usually the attorney is the first person and then a financial planner. we get involved after the fact to “record” the results of what was done on the tax return, or via a phone call asking about the taxation of what they either received or think they will receive.
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how to help sell a business

ed mendlowitz cpa the practice doctor q and asometimes the tough part is getting the information.

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

question: i received this email from an accountant:

more practice doctor q&a: when staff won’t use checklists | how can we keep new staff longer? | the 44-point staff performance evaluation checklist | how to choose the right cpe | do you want to keep this employee? | hate meeting people? try improv (no joke)
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ed, we have a client in princeton, new jersey that owns a weekly newspaper who is looking to sell. wondering if there is a client in your firm that may be interested in buying, just a thought.
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taking over poorly done work

ed mendlowitz cpa the practice doctor q and anot just bad, but malpractice-level wrong.

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

question: i was asked to consult with a client selling his business and provided a fixed fee estimate for the project. the fee was layered based upon how the project progresses.

more practice doctor q&a: when staff won’t use checklists | get staff to take ownership of work | how cpas provide a reference | the 44-point staff performance evaluation checklist | how to choose the right cpe | do you want to keep this employee? | 19 ways to stop wasting reviewer time | how much overhead is too much? | there’s more to growth than marketing
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

i am usually pretty good at estimating what these things cost also considering that the accountant might not have done too good of a job and some minor fixing up is needed.  however, in this situation the reports the accountant prepared were totally wrong and needed massive changes. how should i handle this?
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how and why to offer estate planning

a woman hugs another woman, who is cryingbonus: sample asset distribution worksheet.

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

estate planning is a vital service for many clients who do not have a will or a current will, or who have a will but did not consider major estate planning techniques.

more on marketing: what you need to start a financial planning discussion | 11 questions to ask every tax client | add new revenues with tax prep followups | marketing vs. selling: both must serve the client first | adopt a marketing mindset
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

we have found that many clients with wills had them hurriedly prepared just before a trip or vacation and had very little planning guidance.
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when staff won’t use checklists

and why they’re so vital.

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

question: one of my managers does not use the checklists and i need to go over all his work and sometimes go to the client to make sure they are done right.

more practice doctor q&a: get staff to take ownership of 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? | not the mp, still a ‘managing’ partner | checklist for running a practice | when a client balks at necessary work
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

what can i do to get him to fill out the checklists?
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get staff to take ownership of work

ed mendlowitz cpa the practice doctor q and a5 steps for everyone to follow.

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

question: how can i get staff to step up and assume more responsibility for their client assignments?

more practice doctor q&a: when to offer profit sharing | how can we keep new staff longer? | when staff don’t want to supervise | rule #1 for how to get everything done | too much paper, too many drives | 34 ways to make more money | why this help wanted ad is all wrong | why credentials are worthwhile | i made partner, now what?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

answer: this is an issue every manager and partner deals with at some point.
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when to offer profit sharing

owner wants to offer a percentage to a staff person, but how?

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

question: i have a small practice and have a staff person with me eight years (who had nine years of experience before coming to me) and i want to offer him some profit-sharing percentage.

more practice doctor q&a: how cpas provide a reference | the 44-point staff performance evaluation checklist | how to choose the right cpe | do you want to keep this employee? | how to know everything | the six rules to get the most out of cpe | everyone needs strategic planning | 19 ways to stop wasting reviewer time
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

how do i approach it?
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how can we keep new staff longer?

four young happy office employeesregardless of your hire, there will be training involved.

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

question: i know you advocate hiring out of school, but that seems to present a danger when they leave after we have invested so much training them. what can be done to retain them longer, if that is possible?

more practice doctor q&a: how cpas provide a reference | what’s in a title? | managing partners should drop their book of business | what’s lousy, the client or your approach? | not the mp, still a ‘managing’ partner | checklist for running a practice | hate meeting people? try improv (no joke) | help clients, increase revenue: make sure everyone on staff knows your firm’s full menu of services | how to sell your practice | when a client balks at necessary work
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

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11 questions to ask every tax client

question marksan easy way to introduce clients to additional services.

by ed mendlowitz
how to build a stronger tax practice

many times we have important preliminary discussions when we obtain a client’s tax information.

more on marketing: why cpas are suited to financial planning | tax projections: how and why | how to raise client awareness of services
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

skilled interviewing, or effective follow-up techniques, can make these into an additional engagement.

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how cpas provide a reference

ed mendlowitz cpa the practice doctor q and aincluding a sample letter.

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

question: i have been asked to provide a reference for a former controller of a former client.

more practice doctor q&a: what’s in a title? | when staff don’t want to supervise | rule #1 for how to get everything done | too much paper, too many drives | 34 ways to make more money | i made partner, now what? | how to advise an executor | how much overhead is too much? | there’s more to growth than marketing
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

should i do it?
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what’s in a title?

plus a cautionary tale.

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

question: my top staff person wants a better title than manager, or senior manager. any suggestions?

more practice doctor q&a: when staff don’t want to supervise | the 44-point staff performance evaluation checklist | how to choose the right cpe | do you want to keep this employee? | how to know everything | i made partner, now what? | why gross is the method for pricing a practice | why more firms are trashing timesheets | make collecting easier

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

answer: in larger firms senior manager is one step below partner.
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