{"id":99993,"date":"2022-08-22t00:00:13","date_gmt":"2022-08-22t04:00:13","guid":{"rendered":"\/\/www.g005e.com\/?post_type=product&p=99993"},"modified":"2024-02-08t22:41:48","modified_gmt":"2024-02-09t03:41:48","slug":"em22sev-77-ways-to-wow-small-business-advisory-services","status":"publish","type":"product","link":"\/\/www.g005e.com\/shop\/em22sev-77-ways-to-wow-small-business-advisory-services\/","title":{"rendered":"77 ways to wow! the complete guide to small-business consulting"},"content":{"rendered":"
high-value, low-effort strategies for dazzling and delighting small-business advisory clients<\/strong><\/em><\/span><\/h3>\n
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coil-bound for easy-to-use lay-flat pages<\/span><\/h5>\n<\/li>\n
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quick, cheap, and easy<\/span><\/h5>\n<\/li>\n
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surprise, delight, and amaze clients<\/span><\/h5>\n<\/li>\n
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grow your practice in just minutes a day, one client at a\u00a0time.<\/span><\/h5>\n<\/li>\n
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build lifetime billings<\/span><\/h5>\n<\/li>\n
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upsell bigger engagements<\/span><\/h5>\n<\/li>\n
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reap endless referrals<\/span><\/h5>\n<\/li>\n
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field-tested and proven<\/span><\/h5>\n<\/li>\n<\/ul>\n
add the toolkit upgrade (for only 77 cents!)<\/span> <\/em>to your order to start benefiting immediately.<\/span><\/h4>\n\n
free shi<\/span>ppin<\/span>g! <\/em><\/strong>usps priority mail (u.s. only)<\/em><\/span><\/h4>\n
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the links to download your pdf ebook and bonus toolkit documents will appear on your order confirmation screen and via email from auto-confirm@www.g005e.com<\/span><\/li>\n
the pdf ebook is printer-friendly but not editable. for fully editable and customizable versions, choose the bonus toolkit.<\/span><\/li>\n<\/ul>\n\nadd the bonus toolkit<\/strong><\/span><\/figcaption><\/figure>\n
the proprietary toolkit includes more than 100 fully-customizable practice aids to start immediately implementing 77 ways to wow!<\/em><\/strong><\/span><\/p>\n
available only as an add-on to your handbook or pdf ebook purchase.<\/strong> \ndelivered as a digital zip file containing versions in word, excel, and csv for your convenience. \n(only 77 cents. not sold separately.)<\/em><\/p>\n
the 125-page customizable toolkit provides<\/strong><\/span><\/p>\n
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checklists,<\/li>\n
practice guides,<\/li>\n
tables,<\/li>\n
spreadsheets,<\/li>\n
client conversation starters,<\/li>\n
examples,<\/li>\n
illustrations,<\/li>\n
sample reporting forms,<\/li>\n
self-assessment tools,<\/li>\n
flash reports. and….<\/li>\n<\/ul>\n
more:<\/strong><\/span><\/p>\n
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the seven-minute financial statement analysis<\/li>\n
cash, minutes, and internal controls sample reports<\/li>\n
cash balance reports<\/li>\n
organization minutes checklist<\/li>\n
financial controls and fraud prevention practices<\/li>\n
trigger points for calling in forensic professionals<\/li>\n
the five biggest flaws to look for in any business<\/li>\n
key business performance data points<\/li>\n
instructions on financial controls for a new manager<\/li>\n
common scenarios in fraud cases<\/li>\n
the essentials in a buy-sell agreement<\/li>\n
how to review an existing buy-sell agreement<\/li>\n
urgent tasks upon the death of a\u00a0 business owner<\/li>\n
business valuation fundamentals<\/li>\n
creating contingency plans<\/li>\n
worst-case scenarios for clients to consider<\/li>\n
lessons for clients in prudent risk management<\/li>\n
the critical financial statement ratios clients need to know<\/li>\n
how to approach a break-even analysis with clients<\/li>\n
what clients need to know about pricing, with tables and spreadsheets<\/li>\n
how to handle projections<\/li>\n
explaining accounting policies and assumptions<\/li>\n
managing bank loan covenants with clients<\/li>\n
working through trend analysis with clients<\/li>\n
the quick way to understand a p&l and a balance sheet<\/li>\n
the only five numbers clients really need to know<\/li>\n
how to evaluate business performance in 12 data points<\/li>\n
what’s what with swot for clients, with scenarios and graphs<\/li>\n
the seven main pricing strategies<\/li>\n
the four-step plan for branding<\/li>\n
examples of brand value<\/li>\n
eight notes on billing strategies<\/li>\n
practical strategies for problematic collections<\/li>\n
five steps for continuous improvement<\/li>\n
inventory ins and outs, with spreadsheets<\/li>\n
calculating the value of payroll<\/li>\n
when earnings get complicated<\/li>\n
why every business client needs a business valuation, and how<\/li>\n<\/ul>\n
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contents<\/span><\/strong><\/h2>\ned mendlowitz,<\/strong> 77 ways to wow! the complete guide to small-business consulting<\/figcaption><\/figure>\n
chapter 14: creating value for business owners and board members<\/strong><\/p>\n
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checklist: 50 reasons for valuing a business<\/li>\n
eight ways of valuing a family-owned business<\/li>\n<\/ul>\n
chapter 15: valuing a business in a client\u2019s personal financial plan<\/strong><\/p>\n
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drill down to cash flow<\/li>\n
your money or your life<\/li>\n<\/ul>\n\n
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… an excellent guide to providing services to your client where the client will never question your bill and want to know how many hours you’re billing for. truth be told, advising your clients is where the most fun is.<\/em><\/span><\/h4>\n
don\u2019t just read this book, put these ideas to use on your clients, and i guarantee your clients will thank you and you will have more fun than you thought you could ever have in accounting.<\/em><\/span><\/h4>\n
\u2013 frank r. boutillette, cpa\/cgma partner withumsmith+brown, pc<\/em><\/span><\/h4>\n<\/blockquote>\n\n
why this handbook. why now!<\/em><\/span><\/span><\/h3>\n
by ed mendlowitz<\/em><\/span><\/strong><\/h2>\n
this handbook contains a lifetime of ideas that i’ve used to assist clients in running their businesses and becoming more successful. also, the more i helped them, the better and more fulfilling my practice became, and the more fun i had.<\/p>\n
assembling all the information for this book caused me to relive them, especially when i first learned or used each one and the clients\u2019 reactions. i would like to say that i was paid very well for each idea. i wasn\u2019t. but it strengthened my relationships and bonds with my clients. it was very rare when i lost a client. that is how my practice grew \u2013 by retention with nominal annual fee increases and occasionally a new client who was retained and accepted the annual fee increases.<\/p>\n
this handbook contains a plethora of information, and i hope my colleagues use what\u2019s in here and that the clients that read this book meet and insist that their accountants follow the pattern suggested here.<\/p>\n
while my name is on the cover, the information in it was not \u201cinvented\u201d in a vacuum but required the help of many people. underlying this book are my career\u2019s interactions with bosses, fellow workers, partners, staff, colleagues and clients. i have been blessed to be part of a great profession. this book attempts, in a small way, to return some of the help and mentoring i have received.<\/p>\n
caveat: while this book has been written to assist fellow professionals, if a client reads anything here, they are advised that before doing anything of a technical, legal or tax nature, they should consult with their own advisor who can advise on not only the technical issues but also the specific applicability to the client\u2019s situation based on their individual circumstances.<\/em><\/p>\n
consulting for clients<\/span><\/span><\/h3>\n
with covid-19, the situation changed. they now knew (1) they needed outside-the-box help; (2) that it is transactional, in that these are separate self-contained services with a beginning, middle and end, and (3) that they preferred to hire their accountant for those services without an on-going obligation to either \u201cbuy\u201d additional services or have their regular fees bundled with an add-on permanent fee in case they might <\/em>need such type of services in the future.<\/p>\n
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many small business clients have either developed a lower reliance on their accounting firm for financial reporting or are planning on outsourcing all of their accounting functions to them. <\/span><\/em><\/h3>\n
this wide spectrum indicates a major disruption in how accountants will be involved with their clients.<\/span><\/em><\/h3>\n<\/blockquote>\n
i should define \u201csmall business\u201d clients to create a frame of reference. a small business client is any family-owned or closely held business. size does not matter. every business is extremely important to the owner and those working in it. in that regard, every business is a big business to them. perhaps instead of using the term \u201csmall business\u201d client, i should say \u201cfamily-owned” or “closely held\u201d business. a single-owner business with two employees has important issues that its accountant can help them with, just as a two-owner business with 1,500 employees and warehouses in multiple states and three countries. the larger size business will have more complicated issues and might represent greater potential revenue, but their problems are no more important to them than the problems a three-person business has. the effective accountant advisor will treat both with the attention they require.<\/p>\n
i have been an accountant for many years serving many types of clients and developed my practice where i felt i needed to \u201cgive away\u201d the consulting and coaching services. however, that is not the whole story. here is some more of what i did and do.<\/p>\n
be the first person they call<\/span><\/span><\/h3>\n