season

start marketing now for next season

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no, it’s not too early to begin planning.

by ed mendlowitz
tax season opportunity guide

marketing takes many forms. further, many accountants are not trained in marketing. i also know that while most cpas want more business, they are too busy with what they have to be actively seeking new business. additionally, marketing can be external, internal or retentive.

more: 4 reasons not to let staff go after tax season | nine keys to success and growth | what kind of accountant are you? | covid tests accountants’ entrepreneurial talents | have you gotten where you wanted yet?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

external is where new clients are solicited. that takes effort, ingenuity, time and maybe even some money.
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nine keys to success and growth

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put them to work for you.

by ed mendlowitz
tax season opportunity guide

what is needed for growth and success?

more: what kind of accountant are you? | covid tests accountants’ entrepreneurial talents | help your clients and yourself | 9 overlooked tax season resources | what’s not to like about tax season? | do your clients feel important?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

all these elements are essential:
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3 questions for determining your value

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handshakehow necessary are you under covid?

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: help your clients and yourself | ask this before clients do | more services for your tax clients | can your reviewers answer these 10 questions? | 5 small leaks that can sink a tax season | one can’t-skip touch for tax season | 3 steps to tax season happiness
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

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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ask this before clients do

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stack of cards labeled with question marksplus some suggested answers.

by ed mendlowitz
tax season opportunity guide

here are two questions to ask yourself:

  1. why should clients use you?
  1. why should staff want to work for you?

more: 41 items to check on business tax returns | 9 overlooked tax season resources | what’s not to like about tax season? | can your reviewers answer these 10 questions?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

you should be clear on the responses to the above two questions. if you can’t clearly articulate the reasons clients should use you and why staff would want to work for you, then why should they?
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why ‘tick and tie’ needs to die

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businessman shaking hands with grim reapera rundown of seven types of tax return reviews.

the 卡塔尔世界杯常规比赛时间 busy season barometer
benchmarks, trends & analysis
join the survey. get the results.

by ed mendlowitz
how to review tax returns: the field-tested update

there are numerous ways to review tax returns. most reviewers have their own techniques, and some alter these based on

  • the type of or size of the return, or
  • who the preparer is or
  • who the partner in charge of that client is.

more: use tax return prep for training and growth
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

there is nothing wrong with this as long as the reviewer is experienced and really knows their stuff.
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5 steps for tax season success

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man talking to woman with checklistapply consistency to service, processes and standards.

by ed mendlowitz
tax season opportunity guide

one way to guarantee extra work is to have everything always done differently each time it is done.

more on tax season: help tax clients help you | 3 steps to tax season happiness | 12 ways to have more fun this tax season | bill with the tax return, get paid faster
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

not establishing uniform procedures is bad business and unnecessarily consumes part of your life. consistency in performance reduces work and review time and creates a greater reliance on the staff people.
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9 key elements for growth, success

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five office workers use ladder and one person's shoulders to direct long red arrow to trend upwardput them to work for you.

by ed mendlowitz
tax season opportunity guide

what is needed for growth and success?

more on tax season: six directions for your life and your business | how to think like an entrepreneur | 40 other services your tax clients should know about | eliminate tax season excuses | 16 qualities of a good tax season client | small tax season leaks can cause great damage | when ‘quick and easy’ tax season research isn’t | 11 clear client instructions to make your tax season easier | have fun this tax season

all these elements are essential:
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