if you can’t, your skills won’t matter.
by ed mendlowitz
tax season opportunity guide
here are two questions to ask yourself:
more on tax season: help your tax clients, help yourself | what’s your value to your tax clients? | are you excited about tax season?
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partners should set staff up for success.
by ed mendlowitz
202 questions and answers: managing an accounting practice
question: my boss asked me to call you. i am a staff accountant with five years’ experience. i am having a lot of stress trying to manage everything i have to do. i am juggling supervising people i don’t know how to supervise, being managed less by those above me and having to figure out more for myself – including things i never did before or in industries i never worked on previously, keeping current with changes in accounting rules and taxes (because i am more like a generalist and clients ask me everything), never seem to have any free time, juggling my schedule because most of my clients are never ready when they say they will be and being accountable to my boss for everything i do plus what the staff working under me does.
more: no one listens to you? change how you talk | free consultation? not always | referral fee? forget it | how much is your tax practice worth? | merge in lower-priced work without losing out
so how do i do it all? how can i prioritize all my responsibilities?
response: wow! deep question! it seems there is very little written for “entry-level” supervisors. but plenty for people already doing it.
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it might be more of a workaround than a solution. but it gets results!
by ed mendlowitz
202 questions and answers: managing an accounting practice
question: i notice that most of the time my staff doesn’t listen when i talk. how can i make them listen?
more: free consultation? not always | measure knowledge gaps (then close them) | should you offer financial services? | ready to retire? selling your practice is no strategy | 20 things you need for a business valuation
response: i find this issue very widespread. i believe there is an epidemic of people not listening, not just staff.
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beware the opportunity graveyard.
by ed mendlowitz
tax season opportunity guide
many opportunities only come along once. the way to be successful is to not let them pass by without acting on them or taking advantage of them.
more on tax season: what’s your value to your tax clients? | are you excited about tax season?
spotting opportunities is quite easy if you are looking for them – and extremely difficult if you don’t have a clue of client needs or wants.
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don’t give it away too easily.
by ed mendlowitz
202 questions and answers: managing an accounting practice
question: i was wondering what your thought is regarding initial consultation fees. currently, i do not charge a fee for an initial consultation, and it seems that most cpas do not charge either (at least not the sole practitioners that i know).
more: measure knowledge gaps (then close them) | 47 types of business valuation to provide | thirteen things to consider before you sell your practice | uncooperative partner might not be the problem | merge in lower-priced work without losing out
would the fee deter new clients or actually weed out the ones who are most likely not going to become clients anyway? if a fee is charged, then how much, and how long should the consultation last? should the fee be applied to any work that i am eventually engaged for?
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six questions to ask, plus a real-world example.
by ed mendlowitz
202 questions and answers: managing an accounting practice
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?
more: 47 types of business valuation to provide | referral fee? forget it | how much is your tax practice worth? | merge in lower-priced work without losing out
response: this is a frequent question, and sometimes it is the person asking it who has “maxed out.” but sometimes it is the partner or a key staff who wants to be made a partner.
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three questions to ask.
by ed mendlowitz
tax season opportunity guide
know your value to your clients. better, understand your business and what you really do and what you add to the client’s life.
more on tax season: are you excited about tax season?
i had a group of gastroenterologists as clients who were going to get into a business of inserting a gastric bubble into people’s stomachs. there were a number of issues to this.
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think of it as teaching judgment.
by ed mendlowitz
202 questions and answers: managing an accounting practice
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!”
more: 47 types of business valuation to provide | referral fee? forget it | how much is your tax practice worth? | merge in lower-priced work without losing out
response: everyone working for you has and uses judgment – they have homes, families, organizations they belong to and they manage their career. each of these requires their exercising judgment many times a day. they all have judgment.
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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
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instant download new & expanded 2024 edition with 50 new checklists
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by edward mendlowitz, cpa, abv, pfs
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original price was: $259.95.$199.49current price is: $199.49. learn more
success secrets revealed 
advisory essentials 
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by edward mendlowitz, cpa, abv, pfs
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