244 search results for "by ed mendlowitz"

why cpas are suited to financial planning

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older man and younger man in meetingyour potential clientele? everyone.

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

“financial planning services” is a catchall phrase for any services a client would need for their personal financial security and wealth management and is an outgrowth of tax services and any of the other core services performed for a client. these services can be offered to existing clients or to clients engaging you for the specific service.

more on marketing: tax projections: how and why | add new revenues with tax prep follow-ups | 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.

with regard to tax services as the catalyst, the tax return is the roadmap of a client’s financial life. a keen observer can uncover many areas clients can be assisted with.
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when staff accountants don’t want to supervise

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ed mendlowitz cpa the practice doctor q and ayou have 4 choices.

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

question: i have a key staff person who does not like supervising people. he says he can do everything faster and better than anyone else and doesn’t want to take the time to teach someone who, he says, won’t do it as well. he is a workhorse and spends anywhere from 50 to 60 hours a week all year round. what do i do?

more practice doctor q&a: 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  |

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

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tax projections: how and why

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fountain pen on word "tax"make sure the client sees the value.

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

many accountants do tax projections. some clients get projections who should not, but there are many who do not, who should.

more on marketing: add new revenues with tax prep follow-ups | how to suggest more services | 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.

here are some insights about preparing and charging for them… read more →

the 44-point staff performance evaluation checklist

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ed mendlowitz cpa the practice doctor q and ahow well would you score?

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

question: do you have a staff evaluation checklist?

more practice doctor q&a: managing partners should drop their book of business | 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? | why gross is the method for pricing a practice

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

answer: i did not have a checklist of attributes that are looked at in evaluating staff performance, so i prepared one…
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should managing partners drop their books of business?

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your firm deserves a full-time leader.

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

question: about a year ago i became the managing partner of my 50-person, six-partner firm. we gross about $7 million. i still maintain my book of business, which is about $1 million, and have 1,000 chargeable hours.

more practice doctor q&a: 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 | no go on pro bono | why your clients need annual minutes – and how you can help | how much overhead is too much?

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

needless to say, i have been working very hard, about 2,700 total hours, yet my partners are complaining i do not have enough chargeable time and i tend to agree with them, but do not know how i can increase these hours.
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how to suggest more services

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overhead view of two businessmen having meeting…and paying for them. these aren’t freebies. includes 4 sample letters.

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

in order to help clients work out their problems, we need to give them suggestions and we need to charge the clients an appropriate fee.

more on marketing: how to raise client awareness of services | marketing vs. selling: both must serve the client first | adopt a marketing mindset

no matter how you price or bill for your services you will be spending time helping them and during that period you will be drawing on your vast experience, knowledge and data base of the client’s affairs.
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rule #1 for how to get everything done

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question markssay ‘no.’

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

question: i do not seem to be able to get everything done that needs to be done and still have time for extras, which i like to do, like marketing and doing new things for clients. any tips?

more practice doctor q&a: too much paper, too many drives | do you want to keep this employee? | how to know everything | hate meeting people? try improv (no joke) | everyone needs strategic planning | 14 ways to use timesheet data | there’s more to growth than marketing

answer: this is a recurring theme, and an issue we all have. it seems that we all have the same amount of time but some use it more wisely than others.
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how to choose the right cpe

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you have to spend the money and time, so make it worth your while.

today’s top cpe priorities:
join the survey; get the answers

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

question: i received a call from an accountant with some questions about a foreign-owned client of his. he had the client for 15 years and seems he did not file a ton of required disclosure forms.

more practice doctor q&a: what’s lousy, the client or your approach? | too much paper, too many drives | 34 ways to make more money | why this help wanted ad is all wrong | the six rules to get the most out of cpe | why credentials are worthwhile | i made partner, now what?

in the course of our discussion it turns out he never took a cpe program or even read an article on the topic. the question here is why didn’t he?
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how to raise client awareness of services

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green "opportunity" highway sign with sunrise backgroundare you asking enough life cycle questions?

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

part of selling is to have existing clients use more of your services. to do this they must be told the breadth and depth of your firm’s activities. it should be a major goal of every meeting with a client.

here are a few ways to do it.

tax return preparation interviews

the tax return preparation interview, the purpose of which is to gather information, is a tremendous opportunity to find out the concerns of the client and where you can help. the assistance you give can sometimes provide a life-changing benefit to the client while enabling your firm to increase its service base gaining additional revenues. read more →

what’s lousy, the client or your approach?

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ed mendlowitz cpa the practice doctor q and ainvestigate why problems exist.

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

question: i have a client that is a not-for-profit and they are having a dinner and expect me to attend as well as take an ad.

more practice doctor q&a: too much paper, too many drives | do you want to keep this employee? | how to know everything | 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

however, they are a lousy client. they do not give us the requested information until the last minute and then complain we are always late with our report. they pay us months after the bill is sent and then only after quite a few phone calls, and then they complain about the fee being too high when it is half of our time charges – they are on a fixed fee and don’t let us raise it each year. and now they expect a “contribution.” what should i do?
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marketing vs. selling: both must serve the client first

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woman explaining financial brochure to manit comes down to what will best serve your clients.

by ed mendlowitz
how to build a stronger tax practice

there are differences between marketing and selling.

selling is a process whose goal is an actual order. marketing involves the totality of presenting the company to the prospective customer so they want to do business with you.

more on marketing: adopt a marketing mindset

salespeople need immediate gratification. marketers take a long-term view.

both are necessary for successful growth.
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too much paper, too many drives

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ed mendlowitz cpa the practice doctor q and akeep track of client documents without drowning in them.

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

question: we are in an era of paperless procedures and files, but many times clients send in paper documents, cds or stick drives, besides emailing their information or using our portal.

more practice doctor q&a: do you want to keep this employee? | 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

how can this be handled? we seem to always be tripping on the information.
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