{"id":24185,"date":"2012-11-15t16:29:39","date_gmt":"2012-11-15t21:29:39","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=24185"},"modified":"2024-08-14t09:31:09","modified_gmt":"2024-08-14t13:31:09","slug":"when-not-to-offer-a-free-initial-consultation","status":"publish","type":"post","link":"\/\/www.g005e.com\/2012\/11\/15\/when-not-to-offer-a-free-initial-consultation\/","title":{"rendered":"when not to offer a free initial consultation"},"content":{"rendered":"<p><strong>are we giving it away too easily?<\/strong><\/p>\n<p style=\"padding-left: 30px;\"><strong><img loading=\"lazy\" decoding=\"async\" class=\"alignright\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2012\/07\/screen-shot-2012-07-12-at-5.43.37-pm-e1342129526512.png\" alt=\"\" width=\"300\" height=\"284\" \/><\/strong><em>ed mendlowitz answers some of the toughest questions practitioners can throw at him. he&#8217;s the right one to ask. after more than 40 years in the business \u2013 building his own practice, running the firm, and eventually selling it to a major regional firm, withumsmith+brown, where he remains a senior partner and consultant to professional services clients \u2013 he has the answers.<\/em><\/p>\n<p style=\"padding-left: 30px;\"><strong>related:<\/strong> <a title=\"permanent link to: measuring growth in yourself, staff and partners\" href=\"\/\/www.g005e.com\/2012\/11\/10\/measuring-growth-in-yourself-staff-and-partners\/\">measuring growth in yourself, staff and partners<\/a>\u00a0 |\u00a0 <a title=\"permanent link to what do you think you\u2019re doing?\" href=\"\/\/www.g005e.com\/2012\/10\/30\/what-do-you-think-youre-doing\/\" rel=\"bookmark\">what do you think you\u2019re doing?<\/a>\u00a0 | <a title=\"permanent link to can you teach judgment?\" href=\"\/\/www.g005e.com\/2012\/10\/22\/can-you-teach-judgment\/\" rel=\"bookmark\">can you teach judgment?<\/a>\u00a0 |\u00a0 <a title=\"permanent link to clients\u2019 calls at home\" href=\"\/\/www.g005e.com\/2012\/10\/19\/clients-calls-at-home\/\" rel=\"bookmark\">clients\u2019 calls at home<\/a>\u00a0 | <a title=\"permanent link to what you need to know before expanding into business valuation\" href=\"\/\/www.g005e.com\/2012\/10\/15\/what-you-need-to-know-before-expanding-into-business-valuation\/\" rel=\"bookmark\">what you need to know before expanding into business valuation<\/a> | <a title=\"permanent link to asking an attorney for a referral fee\" href=\"\/\/www.g005e.com\/2012\/10\/06\/asking-an-attorney-for-a-referral-fee\/\" rel=\"bookmark\">asking an attorney for a referral fee<\/a>\u00a0 |\u00a0 <a title=\"permanent link to: are partner retreats really worth the cost?\" href=\"\/\/www.g005e.com\/2012\/10\/01\/are-partner-retreats-really-worth-the-cost\/\">are partner retreats really worth the cost?<\/a> | <a title=\"permanent link to: audit reports without doing the work?\" href=\"\/\/www.g005e.com\/2012\/09\/25\/audit-reports-without-doing-the-work\/\">audit reports without doing the work?<\/a> | <a title=\"permanent link to: should i really spend the time making checklists?\" href=\"\/\/www.g005e.com\/2012\/09\/17\/should-i-really-spend-the-time-making-checklists\/\">should i really spend the time making checklists?<\/a> | <a title=\"permanent link to what\u2019s a tax practice worth today?\" href=\"\/\/www.g005e.com\/2012\/08\/27\/whats-a-tax-practice-worth-today\/\" rel=\"bookmark\">what\u2019s a tax practice worth today?<\/a> |<\/p>\n<p><strong>question: <\/strong>i was wondering what your thought is regarding initial consultation fees. currently, i do not charge a fee for an initial consultation, and it seems that most cpas do not charge either (at least not the sole-practitioners that i know). would the fee deter new clients or actually weed out the ones who are most likely not going to become clients anyway? if a fee is charged, then how much, and how long should the consultation last? should the fee be applied to any work that i am eventually engaged for?<\/p>\n<p>it seems to be a toss-up between two different philosophies:<\/p>\n<ul>\n<li>people value something more when they pay for it<\/li>\n<li>you don&#8217;t want to create any barriers to entry<\/li>\n<\/ul>\n<p>i am eager to hear your thoughts. <a href=\"\/\/www.g005e.com\/2012\/11\/15\/when-not-to-offer-a-free-initial-consultation\/#more-24185\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'><ul class=\"socialwrap row\"><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2012%2f11%2f15%2fwhen-not-to-offer-a-free-initial-consultation%2f&amp;t=when+not+to+offer+a+free+initial+consultation'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2012%2f11%2f15%2fwhen-not-to-offer-a-free-initial-consultation%2f&amp;title=when+not+to+offer+a+free+initial+consultation&amp;summary=are+we+giving+it+away+too+easily%3f%0d%0aed+mendlowitz+answers+some+of+the+toughest+questions+practitioners+can+throw+at+him.+he%27s+the+right+one+to+ask.+after+more+than+40+years+in+the+business+%e2%80%93+building+his+own+practice%2c+running+the+firm%2c+and+eventually+selling+it+to+a+major+regional+firm%2c+withumsmith%2bbrown%2c+where+he+rem'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='linkedin'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-850px 0px'   \/> <span class=\"head\">share on linkedin<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2f2012%2f11%2f15%2fwhen-not-to-offer-a-free-initial-consultation%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='twitter'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li><li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20when%20not%20to%20offer%20a%20free%20initial%20consultation&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\r\n\r\n\r\n\r\n%20%20\/\/www.g005e.com\/2012\/11\/15\/when-not-to-offer-a-free-initial-consultation\/\" title=\"email this: when not to offer a free initial consultation \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li><\/ul><div class=\"clean\"><\/div> <\/div>","protected":false},"excerpt":{"rendered":"<p><strong>are we giving it away too easily?<\/strong><\/p>\n<p style=\"padding-left: 30px;\"><strong><img loading=\"lazy\" decoding=\"async\" class=\"alignright\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2012\/07\/screen-shot-2012-07-12-at-5.43.37-pm-e1342129526512.png\" alt=\"\" width=\"300\" height=\"284\" \/><\/strong><em>ed mendlowitz answers some of the toughest questions practitioners can throw at him. he&#8217;s the right one to ask. after more than 40 years in the business \u2013 building his own practice, running the firm, and eventually selling it to a major regional firm, withumsmith+brown, where he remains a senior partner and consultant to professional services clients \u2013 he has the answers.<\/em><\/p>\n<p style=\"padding-left: 30px;\"><strong>related:<\/strong> <a title=\"permanent link to: measuring growth in yourself, staff and partners\" href=\"\/\/www.g005e.com\/2012\/11\/10\/measuring-growth-in-yourself-staff-and-partners\/\">measuring growth in yourself, staff and partners<\/a>\u00a0 |\u00a0 <a title=\"permanent link to what do you think you\u2019re doing?\" href=\"\/\/www.g005e.com\/2012\/10\/30\/what-do-you-think-youre-doing\/\" rel=\"bookmark\">what do you think you\u2019re doing?<\/a>\u00a0 | <a title=\"permanent link to can you teach judgment?\" href=\"\/\/www.g005e.com\/2012\/10\/22\/can-you-teach-judgment\/\" rel=\"bookmark\">can you teach judgment?<\/a>\u00a0 |\u00a0 <a title=\"permanent link to clients\u2019 calls at home\" href=\"\/\/www.g005e.com\/2012\/10\/19\/clients-calls-at-home\/\" rel=\"bookmark\">clients\u2019 calls at home<\/a>\u00a0 | <a title=\"permanent link to what you need to know before expanding into business valuation\" href=\"\/\/www.g005e.com\/2012\/10\/15\/what-you-need-to-know-before-expanding-into-business-valuation\/\" rel=\"bookmark\">what you need to know before expanding into business valuation<\/a> | <a title=\"permanent link to asking an attorney for a referral fee\" href=\"\/\/www.g005e.com\/2012\/10\/06\/asking-an-attorney-for-a-referral-fee\/\" rel=\"bookmark\">asking an attorney for a referral fee<\/a>\u00a0 |\u00a0 <a title=\"permanent link to: are partner retreats really worth the cost?\" href=\"\/\/www.g005e.com\/2012\/10\/01\/are-partner-retreats-really-worth-the-cost\/\">are partner retreats really worth the cost?<\/a> | <a title=\"permanent link to: audit reports without doing the work?\" href=\"\/\/www.g005e.com\/2012\/09\/25\/audit-reports-without-doing-the-work\/\">audit reports without doing the work?<\/a> | <a title=\"permanent link to: should i really spend the time making checklists?\" href=\"\/\/www.g005e.com\/2012\/09\/17\/should-i-really-spend-the-time-making-checklists\/\">should i really spend the time making checklists?<\/a> | <a title=\"permanent link to what\u2019s a tax practice worth today?\" href=\"\/\/www.g005e.com\/2012\/08\/27\/whats-a-tax-practice-worth-today\/\" rel=\"bookmark\">what\u2019s a tax practice worth today?<\/a> |<\/p>\n<p><strong>question: <\/strong>i was wondering what your thought is regarding initial consultation fees. currently, i do not charge a fee for an initial consultation, and it seems that most cpas do not charge either (at least not the sole-practitioners that i know). would the fee deter new clients or actually weed out the ones who are most likely not going to become clients anyway? if a fee is charged, then how much, and how long should the consultation last? should the fee be applied to any work that i am eventually engaged for?<\/p>\n<p>it seems to be a toss-up between two different philosophies:<\/p>\n<ul>\n<li>people value something more when they pay for it<\/li>\n<li>you don&#8217;t want to create any barriers to entry<\/li>\n<\/ul>\n<p>i am eager to hear your thoughts. <a href=\"\/\/www.g005e.com\/2012\/11\/15\/when-not-to-offer-a-free-initial-consultation\/#more-24185\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'>\n<ul class=\"socialwrap row\">\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2012%2f11%2f15%2fwhen-not-to-offer-a-free-initial-consultation%2f&amp;t=when+not+to+offer+a+free+initial+consultation'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li>\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2012%2f11%2f15%2fwhen-not-to-offer-a-free-initial-consultation%2f&amp;title=when+not+to+offer+a+free+initial+consultation&amp;summary=are+we+giving+it+away+too+easily%3f%0d%0aed+mendlowitz+answers+some+of+the+toughest+questions+practitioners+can+throw+at+him.+he%27s+the+right+one+to+ask.+after+more+than+40+years+in+the+business+%e2%80%93+building+his+own+practice%2c+running+the+firm%2c+and+eventually+selling+it+to+a+major+regional+firm%2c+withumsmith%2bbrown%2c+where+he+rem'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='linkedin'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-850px 0px'   \/> <span class=\"head\">share on linkedin<\/span><\/a><\/li>\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2f2012%2f11%2f15%2fwhen-not-to-offer-a-free-initial-consultation%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='twitter'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li>\n<li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20when%20not%20to%20offer%20a%20free%20initial%20consultation&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\n\n\n\n%20%20\/\/www.g005e.com\/2012\/11\/15\/when-not-to-offer-a-free-initial-consultation\/\" title=\"email this: when not to offer a free initial consultation \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li>\n<\/ul>\n<div class=\"clean\"><\/div>\n<\/p>\n<\/div>\n","protected":false},"author":1341,"featured_media":0,"comment_status":"closed","ping_status":"open","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":[5,2274,3120],"tags":[4278,99,3958,982,4281,621,4283,216,1014],"class_list":["post-24185","post","type-post","status-publish","format-standard","hentry","category-outlook","category-pricing","category-pro-member-exclusive","tag-billing-rate","tag-client","tag-cpa-billing-rates","tag-fee","tag-fee-structure","tag-price","tag-pricing-rates","tag-sales","tag-value","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v22.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>when not to offer a free initial consultation - 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\/2012\/11\/15\/when-not-to-offer-a-free-initial-consultation\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"when not to offer a free initial consultation - 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\/2012\/11\/15\/when-not-to-offer-a-free-initial-consultation\/\" 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