{"id":94346,"date":"2022-02-21t12:30:16","date_gmt":"2022-02-21t17:30:16","guid":{"rendered":"\/\/www.g005e.com\/?p=94346"},"modified":"2023-05-04t10:24:34","modified_gmt":"2023-05-04t14:24:34","slug":"giving-clients-the-best-youve-got","status":"publish","type":"post","link":"\/\/www.g005e.com\/2022\/02\/21\/giving-clients-the-best-youve-got\/","title":{"rendered":"giving clients the best you\u2019ve got"},"content":{"rendered":"

\"\"<\/a>what it looks like in black and white.<\/strong><\/p>\n

by ed mendlowitz<\/i>
\ncall me before you do anything: the art of accounting<\/i><\/a><\/p>\n

we all use the clich\u00e9 that we give the clients the best we got, but what does it really mean?<\/p>\n

more:<\/b> how to become a specialist<\/a> | making sure the son got proper credit<\/a> | 10 more reasons cpas quit public accounting<\/a> | preparing for the worst (thanks to my wife)<\/a> | why accountants quit<\/a> | when cpas leave to work for a client<\/a> | readers rip: \u2018she wanted her shoebox back\u2019<\/a> | how bickering can ruin a family business<\/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><\/p><\/blockquote>\n

i\u2019ve written about value-added services and efforts we can do on behalf of our clients, but here is a different approach i have used.
\n
\nwhat i have done is assemble the best people in the firm to discuss our clients. this meeting would consist of the partner in charge of the client, the manager if there is one or the person handling the routine services, and the firm\u2019s top tax, accounting and consulting people. the purpose of the meeting is to review each business client\u2019s situation to see if there is anything that can be done to make the client richer or more secure, improve cash flow or create value. this can be organized with the financial statements and tax returns available to be reviewed and any other information that might be helpful to review.<\/p>\n

when i attend these meetings i usually review the information beforehand, taking notes and trying to develop ideas or suggestions that i could bring up at the meeting. depending on the size of the client that i do not directly work on, it could take anywhere from 15 minutes to two hours to review their data. the meetings are scheduled so that five or six clients can be discussed at any one time and these meetings can last about an hour to hour and a half.<\/p>\n

these become brainstorming sessions where i have seen tremendous ideas developed, providing great value for our clients. one problem is that these meetings need to be built into the fee structure and they do not always result in a benefit for the client. assuming we are already doing our routine great work, coming up with ideas is not that easy. however, it has worked enough times on enough clients to make it well worth the added costs. the meetings also assure that nothing falls through the cracks.<\/p>\n

some of the ideas generated at these meetings were:<\/p>\n