{"id":124765,"date":"2024-04-29t11:50:25","date_gmt":"2024-04-29t15:50:25","guid":{"rendered":"\/\/www.g005e.com\/?p=124765"},"modified":"2024-08-29t23:53:24","modified_gmt":"2024-08-30t03:53:24","slug":"a-friendly-chat-or-a-billable-discussion","status":"publish","type":"post","link":"\/\/www.g005e.com\/2024\/04\/29\/a-friendly-chat-or-a-billable-discussion\/","title":{"rendered":"a friendly chat or a billable discussion?"},"content":{"rendered":"

\"two<\/strong><\/p>\n

make your intentions clear at the outset.<\/strong><\/p>\n

by ed mendlowitz<\/i>
\n202 questions and answers: managing an accounting practice<\/i><\/a><\/p>\n

question:<\/strong> i have a close friend who is also a client. he went through a rough time with his wife threatening a divorce and we spent a lot of time talking about it (out of office settings).<\/p>\n

more: <\/b>busy season is over, so it\u2019s time for some resolutions<\/a> | hold staff accountable if you want them to listen to you<\/a> | how to raise your rates<\/a> | three ways to start an accounting practice<\/a> | how much is your tax practice worth?<\/a> | merge in lower-priced work without losing out<\/a>
\n\"goprocpa.com\"exclusively for pro members. <\/span><\/strong>log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/h4>\n

 <\/p>\n

i sent him a bill and he returned it with a notation that \u201cwe spoke as friends and not as a professional consultation, and the bill should be canceled.\u201d what should i do?<\/p>\n

<\/p>\n

response:<\/strong> unless you want to lose the friend and client, forget about it.<\/p>\n

the problem is that the conversations were during regular golf games, at lunches that are usual and various phone calls. if there was a professional service rendered or that should have been conducted, it should have been done in the office, preceded with a comment that this will be billed extra. if the client did not want to pay or did not value or perceive a value from the service to be rendered<\/strong>, that is his prerogative and the time then should not have been spent. once there is a clear understanding, you can then choose to bill it or not.<\/p>\n

what i do after an initial meeting or two is tell the client that it seems like he will be needing ongoing consultations for advice, guidance or strategy, and i will bill him a minimum retainer and then will accumulate my time and will bill him additionally as things progress, with the hope that the retainer will be sufficient. i determine the retainer by assuming i will spend about 10 hours on the matter.<\/p>\n

this happens a lot with the culprits being personal financial planning, retiring, paying for a child\u2019s college education, whether client should buy a variable or immediate annuity, a potential bankruptcy or short sale of a residence, or bringing in or getting rid of a partner. you have to draw the line between personal and professional activities. you also need to recognize that is how you make your living. you spend time and apply your knowledge and experience to individualized situations and need to be paid for it.<\/p>\n","protected":false},"excerpt":{"rendered":"

make your intentions clear at the outset.<\/strong>
\n\"\"<\/a>
\nby ed mendlowitz<\/i>
\n202 questions and answers: managing an accounting practice<\/i><\/a><\/p>\n","protected":false},"author":1341,"featured_media":124768,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[3184,3120],"tags":[],"class_list":["post-124765","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-advisory","category-pro-member-exclusive"],"acf":[],"yoast_head":"\na friendly chat or a billable discussion? - 卡塔尔世界杯常规比赛时间<\/title>\n<meta name=\"description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"\/\/www.g005e.com\/2024\/04\/29\/a-friendly-chat-or-a-billable-discussion\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"a friendly chat or a billable discussion? - 卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"og:description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta property=\"og:url\" content=\"\/\/www.g005e.com\/2024\/04\/29\/a-friendly-chat-or-a-billable-discussion\/\" \/>\n<meta property=\"og:site_name\" content=\"卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/cpatrendlines\" \/>\n<meta property=\"article:published_time\" content=\"2024-04-29t15:50:25+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-08-30t03:53:24+00:00\" \/>\n<meta property=\"og:image\" content=\"\/\/www.g005e.com\/wp-content\/uploads\/2024\/04\/twooldermentalkgolf_adobestock_433558399.jpeg\" \/>\n\t<meta property=\"og:image:width\" content=\"1600\" \/>\n\t<meta property=\"og:image:height\" content=\"1067\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"edward mendlowitz\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@cpa_trendlines\" \/>\n<meta name=\"twitter:site\" content=\"@cpa_trendlines\" \/>\n<meta name=\"twitter:label1\" content=\"written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"edward mendlowitz\" \/>\n\t<meta name=\"twitter:label2\" content=\"est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"article\",\"@id\":\"\/\/www.g005e.com\/2024\/04\/29\/a-friendly-chat-or-a-billable-discussion\/#article\",\"ispartof\":{\"@id\":\"\/\/www.g005e.com\/2024\/04\/29\/a-friendly-chat-or-a-billable-discussion\/\"},\"author\":{\"name\":\"edward mendlowitz\",\"@id\":\"\/\/www.g005e.com\/#\/schema\/person\/6f22f2986bbbc616b6972625bc1803d8\"},\"headline\":\"a friendly chat or a billable discussion?\",\"datepublished\":\"2024-04-29t15:50:25+00:00\",\"datemodified\":\"2024-08-30t03:53:24+00:00\",\"mainentityofpage\":{\"@id\":\"\/\/www.g005e.com\/2024\/04\/29\/a-friendly-chat-or-a-billable-discussion\/\"},\"wordcount\":431,\"commentcount\":0,\"publisher\":{\"@id\":\"\/\/www.g005e.com\/#organization\"},\"image\":{\"@id\":\"\/\/www.g005e.com\/2024\/04\/29\/a-friendly-chat-or-a-billable-discussion\/#primaryimage\"},\"thumbnailurl\":\"\/\/www.g005e.com\/wp-content\/uploads\/2024\/04\/twooldermentalkgolf_adobestock_433558399.jpeg\",\"articlesection\":[\"advisory & consulting\",\"pro member exclusive\"],\"inlanguage\":\"en-us\",\"potentialaction\":[{\"@type\":\"commentaction\",\"name\":\"comment\",\"target\":[\"\/\/www.g005e.com\/2024\/04\/29\/a-friendly-chat-or-a-billable-discussion\/#respond\"]}]},{\"@type\":\"webpage\",\"@id\":\"\/\/www.g005e.com\/2024\/04\/29\/a-friendly-chat-or-a-billable-discussion\/\",\"url\":\"\/\/www.g005e.com\/2024\/04\/29\/a-friendly-chat-or-a-billable-discussion\/\",\"name\":\"a friendly chat or a billable discussion? - 卡塔尔世界杯常规比赛时间\",\"ispartof\":{\"@id\":\"\/\/www.g005e.com\/#website\"},\"primaryimageofpage\":{\"@id\":\"\/\/www.g005e.com\/2024\/04\/29\/a-friendly-chat-or-a-billable-discussion\/#primaryimage\"},\"image\":{\"@id\":\"\/\/www.g005e.com\/2024\/04\/29\/a-friendly-chat-or-a-billable-discussion\/#primaryimage\"},\"thumbnailurl\":\"\/\/www.g005e.com\/wp-content\/uploads\/2024\/04\/twooldermentalkgolf_adobestock_433558399.jpeg\",\"datepublished\":\"2024-04-29t15:50:25+00:00\",\"datemodified\":\"2024-08-30t03:53:24+00:00\",\"description\":\"actionable intelligence for tax, accounting, and financial professionals\",\"breadcrumb\":{\"@id\":\"\/\/www.g005e.com\/2024\/04\/29\/a-friendly-chat-or-a-billable-discussion\/#breadcrumb\"},\"inlanguage\":\"en-us\",\"potentialaction\":[{\"@type\":\"readaction\",\"target\":[\"\/\/www.g005e.com\/2024\/04\/29\/a-friendly-chat-or-a-billable-discussion\/\"]}]},{\"@type\":\"imageobject\",\"inlanguage\":\"en-us\",\"@id\":\"\/\/www.g005e.com\/2024\/04\/29\/a-friendly-chat-or-a-billable-discussion\/#primaryimage\",\"url\":\"\/\/www.g005e.com\/wp-content\/uploads\/2024\/04\/twooldermentalkgolf_adobestock_433558399.jpeg\",\"contenturl\":\"\/\/www.g005e.com\/wp-content\/uploads\/2024\/04\/twooldermentalkgolf_adobestock_433558399.jpeg\",\"width\":1600,\"height\":1067,\"caption\":\"two older men pausing on golf course to talk, one has hand on other's shoulder\"},{\"@type\":\"breadcrumblist\",\"@id\":\"\/\/www.g005e.com\/2024\/04\/29\/a-friendly-chat-or-a-billable-discussion\/#breadcrumb\",\"itemlistelement\":[{\"@type\":\"listitem\",\"position\":1,\"name\":\"home\",\"item\":\"\/\/www.g005e.com\/\"},{\"@type\":\"listitem\",\"position\":2,\"name\":\"advisory & consulting\",\"item\":\"\/\/www.g005e.com\/category\/advisory\/\"},{\"@type\":\"listitem\",\"position\":3,\"name\":\"a friendly chat or a billable discussion?\"}]},{\"@type\":\"website\",\"@id\":\"\/\/www.g005e.com\/#website\",\"url\":\"\/\/www.g005e.com\/\",\"name\":\"卡塔尔世界杯常规比赛时间\",\"description\":\"actionable intelligence for the tax, accounting and finance community\",\"publisher\":{\"@id\":\"\/\/www.g005e.com\/#organization\"},\"potentialaction\":[{\"@type\":\"searchaction\",\"target\":{\"@type\":\"entrypoint\",\"urltemplate\":\"\/\/www.g005e.com\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"propertyvaluespecification\",\"valuerequired\":true,\"valuename\":\"search_term_string\"}}],\"inlanguage\":\"en-us\"},{\"@type\":\"organization\",\"@id\":\"\/\/www.g005e.com\/#organization\",\"name\":\"卡塔尔世界杯常规比赛时间 research\",\"alternatename\":\"cpatrendlines\",\"url\":\"\/\/www.g005e.com\/\",\"logo\":{\"@type\":\"imageobject\",\"inlanguage\":\"en-us\",\"@id\":\"\/\/www.g005e.com\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/cpat-header-logo-with-blurb-7118_cpat_masthead-copy.jpg\",\"contenturl\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/cpat-header-logo-with-blurb-7118_cpat_masthead-copy.jpg\",\"width\":1600,\"height\":350,\"caption\":\"卡塔尔世界杯常规比赛时间 research\"},\"image\":{\"@id\":\"\/\/www.g005e.com\/#\/schema\/logo\/image\/\"},\"sameas\":[\"https:\/\/www.facebook.com\/cpatrendlines\",\"https:\/\/x.com\/cpa_trendlines\",\"https:\/\/www.linkedin.com\/groups\/115382\/\",\"https:\/\/www.youtube.com\/cpatrendlines\"]},{\"@type\":\"person\",\"@id\":\"\/\/www.g005e.com\/#\/schema\/person\/6f22f2986bbbc616b6972625bc1803d8\",\"name\":\"edward mendlowitz\",\"image\":{\"@type\":\"imageobject\",\"inlanguage\":\"en-us\",\"@id\":\"\/\/www.g005e.com\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/01\/ed-mendlowitz-2020-retoned-96x96.png\",\"contenturl\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/01\/ed-mendlowitz-2020-retoned-96x96.png\",\"caption\":\"edward mendlowitz\"},\"description\":\"edward mendlowitz, cpa, abv, pfs, is a partner at withum, a forward-thinking, technology-driven advisory and accounting firm. ed has over 40 years of public accounting experience, is recognized as one of the top 100 most influential people in accounting by accounting today, and is the 卡塔尔世界杯常规比赛时间 \\\"practice doctor.\\\"\",\"url\":\"\/\/www.g005e.com\/author\/edward-mendlowitz\/\"}]}<\/script>\n<!-- \/ yoast seo plugin. -->","yoast_head_json":{"title":"a friendly chat or a billable discussion? - 卡塔尔世界杯常规比赛时间","description":"actionable intelligence for tax, accounting, and financial professionals","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"\/\/www.g005e.com\/2024\/04\/29\/a-friendly-chat-or-a-billable-discussion\/","og_locale":"en_us","og_type":"article","og_title":"a friendly chat or a billable discussion? - 卡塔尔世界杯常规比赛时间","og_description":"actionable intelligence for tax, accounting, and financial professionals","og_url":"\/\/www.g005e.com\/2024\/04\/29\/a-friendly-chat-or-a-billable-discussion\/","og_site_name":"卡塔尔世界杯常规比赛时间","article_publisher":"https:\/\/www.facebook.com\/cpatrendlines","article_published_time":"2024-04-29t15:50:25+00:00","article_modified_time":"2024-08-30t03:53:24+00:00","og_image":[{"width":1600,"height":1067,"url":"\/\/www.g005e.com\/wp-content\/uploads\/2024\/04\/twooldermentalkgolf_adobestock_433558399.jpeg","type":"image\/jpeg"}],"author":"edward mendlowitz","twitter_card":"summary_large_image","twitter_creator":"@cpa_trendlines","twitter_site":"@cpa_trendlines","twitter_misc":{"written by":"edward mendlowitz","est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"article","@id":"\/\/www.g005e.com\/2024\/04\/29\/a-friendly-chat-or-a-billable-discussion\/#article","ispartof":{"@id":"\/\/www.g005e.com\/2024\/04\/29\/a-friendly-chat-or-a-billable-discussion\/"},"author":{"name":"edward mendlowitz","@id":"\/\/www.g005e.com\/#\/schema\/person\/6f22f2986bbbc616b6972625bc1803d8"},"headline":"a friendly chat or a billable discussion?","datepublished":"2024-04-29t15:50:25+00:00","datemodified":"2024-08-30t03:53:24+00:00","mainentityofpage":{"@id":"\/\/www.g005e.com\/2024\/04\/29\/a-friendly-chat-or-a-billable-discussion\/"},"wordcount":431,"commentcount":0,"publisher":{"@id":"\/\/www.g005e.com\/#organization"},"image":{"@id":"\/\/www.g005e.com\/2024\/04\/29\/a-friendly-chat-or-a-billable-discussion\/#primaryimage"},"thumbnailurl":"\/\/www.g005e.com\/wp-content\/uploads\/2024\/04\/twooldermentalkgolf_adobestock_433558399.jpeg","articlesection":["advisory & consulting","pro member exclusive"],"inlanguage":"en-us","potentialaction":[{"@type":"commentaction","name":"comment","target":["\/\/www.g005e.com\/2024\/04\/29\/a-friendly-chat-or-a-billable-discussion\/#respond"]}]},{"@type":"webpage","@id":"\/\/www.g005e.com\/2024\/04\/29\/a-friendly-chat-or-a-billable-discussion\/","url":"\/\/www.g005e.com\/2024\/04\/29\/a-friendly-chat-or-a-billable-discussion\/","name":"a friendly chat or a billable discussion? - 卡塔尔世界杯常规比赛时间","ispartof":{"@id":"\/\/www.g005e.com\/#website"},"primaryimageofpage":{"@id":"\/\/www.g005e.com\/2024\/04\/29\/a-friendly-chat-or-a-billable-discussion\/#primaryimage"},"image":{"@id":"\/\/www.g005e.com\/2024\/04\/29\/a-friendly-chat-or-a-billable-discussion\/#primaryimage"},"thumbnailurl":"\/\/www.g005e.com\/wp-content\/uploads\/2024\/04\/twooldermentalkgolf_adobestock_433558399.jpeg","datepublished":"2024-04-29t15:50:25+00:00","datemodified":"2024-08-30t03:53:24+00:00","description":"actionable intelligence for tax, accounting, and financial professionals","breadcrumb":{"@id":"\/\/www.g005e.com\/2024\/04\/29\/a-friendly-chat-or-a-billable-discussion\/#breadcrumb"},"inlanguage":"en-us","potentialaction":[{"@type":"readaction","target":["\/\/www.g005e.com\/2024\/04\/29\/a-friendly-chat-or-a-billable-discussion\/"]}]},{"@type":"imageobject","inlanguage":"en-us","@id":"\/\/www.g005e.com\/2024\/04\/29\/a-friendly-chat-or-a-billable-discussion\/#primaryimage","url":"\/\/www.g005e.com\/wp-content\/uploads\/2024\/04\/twooldermentalkgolf_adobestock_433558399.jpeg","contenturl":"\/\/www.g005e.com\/wp-content\/uploads\/2024\/04\/twooldermentalkgolf_adobestock_433558399.jpeg","width":1600,"height":1067,"caption":"two older men pausing on golf course to talk, one has hand on other's shoulder"},{"@type":"breadcrumblist","@id":"\/\/www.g005e.com\/2024\/04\/29\/a-friendly-chat-or-a-billable-discussion\/#breadcrumb","itemlistelement":[{"@type":"listitem","position":1,"name":"home","item":"\/\/www.g005e.com\/"},{"@type":"listitem","position":2,"name":"advisory & consulting","item":"\/\/www.g005e.com\/category\/advisory\/"},{"@type":"listitem","position":3,"name":"a friendly chat or a billable discussion?"}]},{"@type":"website","@id":"\/\/www.g005e.com\/#website","url":"\/\/www.g005e.com\/","name":"卡塔尔世界杯常规比赛时间","description":"actionable intelligence for the tax, accounting and finance community","publisher":{"@id":"\/\/www.g005e.com\/#organization"},"potentialaction":[{"@type":"searchaction","target":{"@type":"entrypoint","urltemplate":"\/\/www.g005e.com\/?s={search_term_string}"},"query-input":{"@type":"propertyvaluespecification","valuerequired":true,"valuename":"search_term_string"}}],"inlanguage":"en-us"},{"@type":"organization","@id":"\/\/www.g005e.com\/#organization","name":"卡塔尔世界杯常规比赛时间 research","alternatename":"cpatrendlines","url":"\/\/www.g005e.com\/","logo":{"@type":"imageobject","inlanguage":"en-us","@id":"\/\/www.g005e.com\/#\/schema\/logo\/image\/","url":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/cpat-header-logo-with-blurb-7118_cpat_masthead-copy.jpg","contenturl":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/cpat-header-logo-with-blurb-7118_cpat_masthead-copy.jpg","width":1600,"height":350,"caption":"卡塔尔世界杯常规比赛时间 research"},"image":{"@id":"\/\/www.g005e.com\/#\/schema\/logo\/image\/"},"sameas":["https:\/\/www.facebook.com\/cpatrendlines","https:\/\/x.com\/cpa_trendlines","https:\/\/www.linkedin.com\/groups\/115382\/","https:\/\/www.youtube.com\/cpatrendlines"]},{"@type":"person","@id":"\/\/www.g005e.com\/#\/schema\/person\/6f22f2986bbbc616b6972625bc1803d8","name":"edward mendlowitz","image":{"@type":"imageobject","inlanguage":"en-us","@id":"\/\/www.g005e.com\/#\/schema\/person\/image\/","url":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/01\/ed-mendlowitz-2020-retoned-96x96.png","contenturl":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/01\/ed-mendlowitz-2020-retoned-96x96.png","caption":"edward mendlowitz"},"description":"edward mendlowitz, cpa, abv, pfs, is a partner at withum, a forward-thinking, technology-driven advisory and accounting firm. ed has over 40 years of public accounting experience, is recognized as one of the top 100 most influential people in accounting by accounting today, and is the 卡塔尔世界杯常规比赛时间 \"practice doctor.\"","url":"\/\/www.g005e.com\/author\/edward-mendlowitz\/"}]}},"_links":{"self":[{"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/posts\/124765","targethints":{"allow":["get"]}}],"collection":[{"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/users\/1341"}],"replies":[{"embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/comments?post=124765"}],"version-history":[{"count":8,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/posts\/124765\/revisions"}],"predecessor-version":[{"id":124791,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/posts\/124765\/revisions\/124791"}],"wp:featuredmedia":[{"embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/media\/124768"}],"wp:attachment":[{"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/media?parent=124765"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/categories?post=124765"},{"taxonomy":"post_tag","embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/tags?post=124765"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}