bonus: checklist for considering additional client services.
by ed mendlowitz
tax season opportunity guide
the following listing can give you ideas of additional services clients might need.
this list is not complete, but it is a good start for you to start thinking about what types of additional services you can offer to your clients!
fix them while you have the chance.
by ed mendlowitz
tax season opportunity guide
clients have many choices, including the choice of a tax preparer. every new client an accountant gets is because that client left – fired – their previous accountant.
following is a listing of major reasons why clients switch accountants:
the good news: they’re preventable.
by ed mendlowitz
tax season opportunity guide
here are the top 12 tax return preparation errors:
or, 10 things not to say.
by ed mendlowitz
tax season opportunity guide
or target the source of your discontentment.
by ed mendlowitz
tax season opportunity guide
successful people are happy with their practices and what they do and get joy from interacting and helping clients. i know a lot of accountants who continuously complain about tax season – yet they make most of their money during the period.
more on tax season: 10 questions every reviewer should be able to answer | 16 qualities of a good tax season client | 8 ways to delight tax season clients | small tax season leaks can cause great damage | 5 ways thorough beats sloppy in tax season | here’s your new tax season marketing plan | 5 personal touches for tax season | 11 clear client instructions to make your tax season easier
do they expect someone to knock on their door with a wheelbarrow of money to hand them? if they are financially secure, why do they keep working? if they are not, then, duh! either do it or find something else, but stop complaining. better yet, look at all the benefits from what you do (if you need me to tell you the benefits then find something else to do).
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bonus checklist: the answers!
by ed mendlowitz
tax season opportunity guide
the primary people who should review tax returns are trained tax department reviewers. however, often the bunching and compression of work shifts some of the review to higher level, non-tax personnel such as audit managers and partners who might not necessarily have the comprehensive training, background and experience to handle everything that might come up during the tax preparation process.
more on tax season: 16 qualities of a good tax season client | 8 ways to delight tax season clients | small tax season leaks can cause great damage | 5 ways thorough beats sloppy in tax season | here’s your new tax season marketing plan | when ‘quick and easy’ tax season research isn’t | 5 personal touches for tax season | consistency simplifies tax season | 11 clear client instructions to make your tax season easier | 3 ways to build a tax season team | have fun this tax season | how to get paid faster this tax season
additionally, in many firms, almost everyone on the staff prepares some returns. that lack of dedicated preparers with the trained skills places an added burden on the tax reviewers, making it important for them to have the range of experience needed to perform the review.
following are 10 questions reviewers should be able to answer to qualify for their role.
we need each other. make the relationship a good one.
by ed mendlowitz
tax season opportunity guide
clients are our customers who pay our salaries and present us with stimulating opportunities allowing us to grow.
more on tax season: 8 ways to delight tax season clients | small tax season leaks can cause great damage | 5 ways thorough beats sloppy in tax season | when ‘quick and easy’ tax season research isn’t
there is no such thing as a bad or nuisance client – although there are clients who sometimes do bad or nuisance things.
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do you make them feel important?
by ed mendlowitz
tax season opportunity guide
clients are our customers. they pay our salary and enable us to make good livings. do what you can to accommodate them and make them feel important – as important as they believe they are.
more on tax season: small tax season leaks can cause great damage | 5 ways thorough beats sloppy in tax season | here’s your new tax season marketing plan | 5 personal touches for tax season | 11 clear client instructions to make your tax season easier | how to get paid faster this tax season
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also be user-friendly – do not make it difficult to work with you. clients don’t know how smart we are. they think we are great, but they measure us by the small things – the good and bad.
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