{"id":54985,"date":"2020-06-01t00:00:08","date_gmt":"2020-06-01t04:00:08","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?post_type=product&p=54985"},"modified":"2024-02-08t22:42:42","modified_gmt":"2024-02-09t03:42:42","slug":"em16hbstp","status":"publish","type":"product","link":"\/\/www.g005e.com\/shop\/em16hbstp\/","title":{"rendered":"marketing tax services: build a bigger, stronger tax practice"},"content":{"rendered":"
upgrade with the ez-ebook* pdf and start reaping the benefits today<\/em><\/span><\/strong><\/p>\n part of growing a practice is to have existing clients use more of your services. a major goal of every meeting with a client is to make sure they know every way you can help them on issues relevant to them.<\/p>\n these opportunities can come from anyone in the firm. therefore, it is important for everyone in the firm to understand what the firm can do, and how it can offer it to the client. this requires careful, directed, and focused training.<\/p>\n the average tax return client thinks of accountants as being mainly involved in taxes. also, an accounting firm\u2019s largest volume of clients is usually for tax return services. therefore, a good part of the public image of your firm must come from the tax department.<\/p>\n the tax department must be involved in strengthening the firm\u2019s brand and name recognition, getting publicity, and introducing tax return clients to additional services. unfortunately, many accounting firms provide very little guidance or training in this area.<\/p>\n there are important advantages to introducing tax return clients to additional services.<\/p>\n that said, there are five main reasons i wrote this handbook.<\/p>\n much of the extra work disclosed while preparing the tax return is not time-sensitive, in that it could be done after tax season ends (which is april 15, hopefully), and even stretched into the summer months. also, any number crunching can be assigned to summer interns, which our office has been very successful with.<\/p>\n generating the work during \u201cslow\u201d periods helps to even out the workload, creates revenue where it wouldn\u2019t exist, and provides challenging, interesting, and satisfying services while truly helping clients.<\/p>\n besides individual tax clients, business clients have great need for additional services. planning at the business level will reduce the taxes of its owners. for tax-paying corporations, taxes saved at the entity level can be used for reinvestment by the company for further growth.<\/p>\n \u2013 edward mendlowitz, cpa<\/em><\/p>\n partner, withumsmith+brown, pc. aicpa designations: pfs, abv, cff, citp, cgma. one of accounting today\u2019s 100 most influential people. author of three tax practice management books published by the aicpa and contributor to aicpa management of accounting practice handbook<\/em>. winner of the lawler award for the best article published in 2001 in the journal of accountancy. article titled: \u201cnine ways to make your firm more exciting and profitable.\u201d article in january 2011 journal of accountancy was that year\u2019s most viewed article and was titled: \u201cmaximizing tax season efficiency.\u201d author of 24 professional books including the bestselling how to review tax returns<\/em> (www.g005e.com); author of over 1000 articles and blogs, and developer and presenter of more than 250 continuing education courses and speeches. has testified twice before house ways and means committee on tax reduction, equity, and reform; admitted to practice before u.s. tax court; and was an adjunct mba instructor for 11 years.<\/p>\n by edward mendlowitz, cpa, abv, pfs<\/em><\/p>\n with step-by-step procedures, illustrative examples, checklists, worksheets, client handouts, marketing materials, proposals, exhibits, and engagement letters.<\/p>\n plus: bonus downloadable, customizable forms and worksheets in word and excel<\/p>\n","protected":false},"featured_media":79363,"template":"","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":""},"product_cat":[2843,2904,2851,2859,2844,2845,3155,2840,2939],"product_tag":[2853,2864,2874,2917,2852,2862],"class_list":{"0":"post-54985","1":"product","2":"type-product","3":"status-publish","4":"has-post-thumbnail","6":"product_cat-busy-season-planning","7":"product_cat-checklists-worksheets","8":"product_cat-client-service-retention","9":"product_cat-digital-option","10":"product_cat-digital-product","11":"product_cat-ed-mendlowitz","12":"product_cat-high-net-worth","13":"product_cat-recommended","14":"product_cat-tax-practice","15":"product_tag-busy-season","16":"product_tag-client-service","17":"product_tag-marketing-business-development","18":"product_tag-sales","19":"product_tag-tax","20":"product_tag-tax-season","21":"member-discount","22":"discount-restricted","24":"first","25":"instock","26":"taxable","27":"shipping-taxable","28":"purchasable","29":"product-type-variable","30":"has-default-attributes"},"acf":[],"yoast_head":"\nthe link to the bonus downloads (word and excel) appears in the first few pages of the handbook (in either version, print or pdf).<\/span><\/h6>\n
the 5 reasons i wrote this book<\/strong><\/span><\/h2>\n
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contents<\/strong><\/span><\/h2>\n
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about the author
\nedward mendlowitz<\/strong><\/span><\/h2>\n160 pages. softcover. printed in the usa<\/span><\/h6>\n
*due to the nature of digital products, refunds may be limited.<\/span><\/h6>\n
add-on the ez-ebook* pdf and start reaping the benefits today<\/em><\/span><\/strong><\/h3>\n
* 卡塔尔世界杯常规比赛时间 ez-ebook pdfs are convenient to mark up and print out. but sold and licensed strictly for individual use. unauthorized reproduction or distribution is prohibited by law.<\/h6>\n","protected":false},"excerpt":{"rendered":"
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the who, what, when, where, why, and how for delivering more client services and making more money<\/span><\/h3>\n