{"id":37678,"date":"2014-11-24t05:00:43","date_gmt":"2014-11-24t10:00:43","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=37678"},"modified":"2016-04-19t11:18:27","modified_gmt":"2016-04-19t15:18:27","slug":"6-ways-to-take-a-client-beyond-tax-prep","status":"publish","type":"post","link":"\/\/www.g005e.com\/2014\/11\/24\/6-ways-to-take-a-client-beyond-tax-prep\/","title":{"rendered":"6 ways to take a client beyond tax prep"},"content":{"rendered":"<p><i><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2012\/07\/screen-shot-2012-07-12-at-5.43.37-pm-e1342129526512.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-21122\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2012\/07\/screen-shot-2012-07-12-at-5.43.37-pm-300x284.png\" alt=\"ed mendlowitz cpa the practice doctor q and a\" width=\"290\" height=\"274\" \/><\/a><\/i><strong>set an\u00a0agenda; call a meeting.<\/strong><\/p>\n<p><i>by ed mendlowitz<br \/>\n<\/i><a href=\"\/\/www.g005e.com\/?s=mendlowitz&amp;s_cs=true\"><i>the 卡塔尔世界杯常规比赛时间 practice doctor<\/i><\/a><\/p>\n<p><strong>question:<\/strong> i have many small business tax clients and seem to lose them as they grow. i provide good service, never have extensions and call the clients in july to see if i can update their books and in december if they want any year-end tax planning. what else can i do?<\/p>\n<p><strong>response:<\/strong> based on our conversation, you are their tax preparer and they do not think of you as their \u201caccountant\u201d or business advisor. and based on what you told me, you aren\u2019t, although you obviously have the skills. <a href=\"\/\/www.g005e.com\/2014\/11\/24\/6-ways-to-take-a-client-beyond-tax-prep\/#more-37678\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'><ul class=\"socialwrap row\"><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  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on linkedin<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2f2014%2f11%2f24%2f6-ways-to-take-a-client-beyond-tax-prep%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='twitter'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li><li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%206%20ways%20to%20take%20a%20client%20beyond%20tax%20prep&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\r\n\r\n\r\n\r\n%20%20\/\/www.g005e.com\/2014\/11\/24\/6-ways-to-take-a-client-beyond-tax-prep\/\" title=\"email this: 6 ways to take a client beyond tax prep \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li><\/ul><div class=\"clean\"><\/div> <\/div>","protected":false},"excerpt":{"rendered":"<p><i><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2012\/07\/screen-shot-2012-07-12-at-5.43.37-pm-e1342129526512.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-21122\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2012\/07\/screen-shot-2012-07-12-at-5.43.37-pm-300x284.png\" alt=\"ed mendlowitz cpa the practice doctor q and a\" width=\"290\" height=\"274\" \/><\/a><\/i><strong>set an\u00a0agenda; call a meeting.<\/strong><\/p>\n<p><i>by ed mendlowitz<br \/>\n<\/i><a href=\"\/\/www.g005e.com\/?s=mendlowitz&amp;s_cs=true\"><i>the 卡塔尔世界杯常规比赛时间 practice doctor<\/i><\/a><\/p>\n<p><strong>question:<\/strong> i have many small business tax clients and seem to lose them as they grow. i provide good service, never have extensions and call the clients in july to see if i can update their books and in december if they want any year-end tax planning. what else can i do?<\/p>\n<p><strong>response:<\/strong> based on our conversation, you are their tax preparer and they do not think of you as their \u201caccountant\u201d or business advisor. and based on what you told me, you aren\u2019t, although you obviously have the skills. <a href=\"\/\/www.g005e.com\/2014\/11\/24\/6-ways-to-take-a-client-beyond-tax-prep\/#more-37678\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'>\n<ul class=\"socialwrap row\">\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2014%2f11%2f24%2f6-ways-to-take-a-client-beyond-tax-prep%2f&amp;t=6+ways+to+take+a+client+beyond+tax+prep'  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent 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