{"id":78663,"date":"2020-08-19t12:50:49","date_gmt":"2020-08-19t16:50:49","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=78663"},"modified":"2021-04-19t22:50:22","modified_gmt":"2021-04-20t02:50:22","slug":"creating-a-cross-selling-culture","status":"publish","type":"post","link":"\/\/www.g005e.com\/2020\/08\/19\/creating-a-cross-selling-culture\/","title":{"rendered":"creating a cross-selling culture"},"content":{"rendered":"
<\/a>if you can help, why wouldn’t you?<\/strong><\/p>\n by ed mendlowitz<\/span><\/i> part of my success in getting new business was getting additional work from existing clients.<\/p>\n more:<\/b> when time-based pricing works<\/span><\/a> | <\/span>the clients that got away<\/span><\/a> | <\/span>upselling made painless<\/span><\/a> | <\/span>boosting a fixed fee substantially<\/span><\/a> | <\/span>creative ways to retain staff<\/span><\/a> | <\/span>what cpas can learn from lawyers and doctors<\/span><\/a> | <\/span>advising cheapskates<\/span><\/a> | <\/span>getting bonuses from clients<\/span><\/a> | <\/span>be an accountant, not a salesperson for other things<\/span><\/a> | <\/span>when clients don\u2019t know<\/span><\/a> i was always good at this, and i think it was because of my attitude of helping the client beyond what the routine services were. early on i felt queasy about mentioning that there would be an additional fee for the extra services, but after a few times, i got over that. suppose you went to a dentist for a regular cleaning and you were not told that you need a periodontal consultation. how would you feel? or if you finally brought your car in for servicing and weren\u2019t told that all your hoses should be well, suppose a client came to you for the preparation of their tax return, and you did not tell them their investments weren\u2019t on track for them to accomplish their goals, or that their life insurance was inadequate based upon their offering clients additional services is a good deed. the fact that you also will charge them for the advice doesn\u2019t lessen the value of the suggestions. the extra telephone call, away from the hubbub of tax season, will be a great favor for the client and should create a feeling of goodwill. also, in some instances, you can even ask the client if they know of anyone else in their circumstances to whom you could be referred. in many cases, increasing clients\u2019 awareness of services that they truly need fosters a feeling that you are more than just a tax preparer, but a trusted adviser who transcends tax preparation.<\/p>\n i feel i owe it to my clients to \u201csell\u201d them additional services \u2013 <\/span>and so should you!<\/p>\n","protected":false},"excerpt":{"rendered":"
\ncall me before you do anything: the art of accounting<\/span><\/i><\/a><\/p>\n
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\nas accountants and tax preparers we become aware of many important life-altering issues, and we should call them to our clients\u2019 attention. i know many of us feel that we don\u2019t want to appear as if we are trying to generate fees, but we shouldn\u2019t feel like that.<\/p>\n
\nchanged. how would you feel? suppose you went to an attorney for a prenuptial agreement, and he or she did not tell you to revise your will and your pension beneficiary designations. how would you feel?<\/p>\n
\nstated needs? how do you think they would feel if you did not alert them to financial issues arising from your knowledge of their situation based on their tax return, and tell them you could help solve their problems?<\/p>\n