season

it’s time to choose.

by ed mendlowitz
tax season opportunity guide

is your practice satisfying?

more on tax season: how to think like an entrepreneur | imagine starting with a clean slate | two questions to ask yourself – before clients or staff do | 40 other services your tax clients should know about | eliminate tax season excuses | 16 qualities of a good tax season client | 5 ways thorough beats sloppy in tax season | when ‘quick and easy’ tax season research isn’t | consistency simplifies tax season

do you like it the way it is, or do you want it to develop and grow? some people like the way things are and don’t care about change.
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are you there yet?

by ed mendlowitz
tax season opportunity guide

we all get caught up with what we do. sometimes so much that we lose sight of what we are doing and the purpose.

more on tax season: know your value | beware the opportunity graveyard | 21 reasons why tax clients switch firms | top 12 tax return preparation errors | 8 ways to delight tax season clients | small tax season leaks can cause great damage | 5 personal touches for tax season | how to get paid faster this tax season

also, work happens. many of us start out with lofty plans that go astray as the practice develops. many things cause it – clients we get, availability or lack of availability of the right staff, how we choose to learn or not learn new things, and even where we locate.
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3 questions to ask.

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 on tax season: beware the opportunity graveyard | two questions to ask yourself – before clients or staff do | 41 checkpoints for business tax returns | recognize your tax season resources | 40 other services your tax clients should know about | eliminate tax season excuses

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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help your clients, help yourself.

by ed mendlowitz
tax season opportunity guide

many opportunities only come along once. the way to be successful is to not let them pass by without acting on them or taking advantage of them.

more on tax season for pro members: two questions to ask yourself – before clients or staff do | 41 checkpoints for business tax returns | 21 reasons why tax clients switch firms | small tax season leaks can cause great damage | 5 personal touches for tax season | how to get paid faster this tax season

spotting opportunities is quite easy if you are looking for them – and extremely difficult if you don’t have a clue of client needs or wants.
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plus some suggested answers.

by ed mendlowitz
tax season opportunity guide

here are two questions to ask yourself:

1. why should clients use you?

2. why should staff want to work for you?

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