764 search results for mendlowitz

twelve ways to establish your brand

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legs-only view of two businesspeople walking up stairs with briefcases in office

yes, appearances matter.

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

branding is part of marketing, but requires you to come up with a unique identity toward your specialty.

more on marketing: why other accountants are great referral sources | do you really want that client? | how to begin a business valuation | how to offer conflict resolution | get your clients talking about retirement | when clients remarry | seven questions to suggest estate planning | four reasons to perform tax projections
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

tax department branding can be done as part of the overall firm, or separately.
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how much is your tax practice worth?

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five areas to calculate.

by ed mendlowitz
202 questions and answers: managing an accounting practice

question: how much can i sell my practice for? and how do you value a tax practice for sale?

more: ready to retire? selling your practice is no strategy | uncooperative partner might not be the problem | merge in lower-priced work without losing out | 20 things you need for a business valuation
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

response: good questions and ones i get all the time. here is a listing of some of the things that need to be considered in the pricing. when you sell your practice, the elements that need to be dealt with are:
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why other accountants are great referral sources

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plus 9 ways to meet more people.

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

referrals should be your greatest way of obtaining additional business and in particular tax services.

more on marketing: do you really want that client? | want more tax clients? here’s how | seven keys to a complete succession plan | the tax effects of buying or selling a business | how to guide clients through divorce | help clients manage their investments | help heirs with tax issues | every client can use financial planning
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

referrals do not just come from existing clients, but can come from almost everyone you know. referrals are made by people who believe
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ready to retire? selling your practice is no strategy

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older businessman sitting at desk smiling as wall clock indicates 5 minutes to retirement

what are the guarantees?

by ed mendlowitz
202 questions and answers: managing an accounting practice

question: i’ve heard you say that you shouldn’t count on anything from your practice when you decide to retire. are you serious?

response: i probably said that, but it was in the context of planning for guaranteed cash flow in retirement. a practice’s value is never guaranteed until the checks clear.

more:  uncooperative partner might not be the problem | merge in lower-priced work without losing out | 20 things you need for a business valuation
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

i did say that it is important to create an asset base for retirement and that these can come from a number of sources – and we each need to assign an importance to each source and a probability of their providing a comfortable retirement.
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do you really want that client?

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sometimes you should consider saying no.

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

we all want additional business, but sometimes the client should be vetted to determine if it is a good fit for your firm and if there are any danger signs.

more on marketing: want more tax clients? here’s how | bundle tax services with financial planning | how to begin a business valuation | how to offer conflict resolution | get your clients talking about retirement | how to assist investment clubs | when clients remarry | seven questions to suggest estate planning | four reasons to perform tax projections

following is an eight-point checklist that could help you in making a decision to accept the client.
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uncooperative partner might not be the problem

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why are they unwilling to help?

by ed mendlowitz
202 questions and answers: managing an accounting practice

question: my tax partner gives me a hard time when i ask her for assistance. is there anything i can do to get her to be more responsive?

more:  merge in lower-priced work without losing out | 20 things you need for a business valuation
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

response: this can apply to every research question asked by anyone in the firm. besides tax, it can be for audit, internal controls, succession planning or any other client service area.

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merge in lower-priced work without losing out

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businessman sitting in office chair, covering his face with his hand

you bought a tax practice! but they charge less than you do. now what?

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

question: i bought a tax return practice in december from a person who was charging $180 per hour. my rate is $300 per hour so i did not make money and i would like to know what i could do to raise fees so i don’t continue to lose on it.

more: want more tax clients? here’s how | bundle tax services with financial planning | how to begin a business valuation | how to offer conflict resolution | get your clients talking about retirement | when clients remarry | four reasons to perform tax projections
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

answer: after a long discussion, it appears that he bought a good practice with good fees charged for the returns. his problem is that he has no employees and did all the work himself – about 750 tax returns, and was totally overwhelmed with non-stop work.
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want more tax clients? here’s how

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plus 21 ways to get additional business clients.

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

a target is the result of a plan.

more on marketing: bundle tax services with financial planning | when clients haven’t filed taxes for years | how to help a client start a new business | second opinions: an old service under a new label | help clients with employment compensation | help clients with basic budgeting | questions for after tax season | 28 data points for a financial planning discussion | four additional services to suggest
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

so, what is your plan?
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