the clients that got away

businesswoman at desk smiling as she talks to manlearning the hard way how to manage perceptions.

by ed mendlowitz
call me before you do anything: the art of accounting

when i started out i lost clients. very few, but still losses.

more: cross-selling beyond your comfort zone | how auditing is like a pirouette | ¿que es bookkeeping? | underpaying others hurts you, too | when the kids don’t want to take over | large clients we landed from quickbooks consulting
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some couldn’t be helped, such as a bank wanting a larger, more established, and better-capitalized firm. but some, early on, could have been retained, and that is what i want to talk about today.