here’s what you’re looking for: edward mendlowitz

marketing & sales

guiding clients in investment allocation and management

piggy bank with word "investment"you may not have the expertise, but you likely know someone who does.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

investment allocation construction is a valuable service that helps a client get a perspective on their investments, their projected assets, the current and prospective cash flow from the investments and measures this against the client’s individual risk tolerance and broad long-range goals.

more on marketing: offering second marriage assistance | what you need to start a financial planning discussion | tax projections: how and why | how to raise client awareness of services
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

many times the client has to be “taught” basic investment principles, techniques and vehicles and have these related to what might be best for the client. then a portfolio model has to be constructed that will provide the right degree of risk with the feelings of security the client needs.
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client service opportunities

is this a rut?

ed mendlowitz cpa the practice doctor q and awhat about five years from now?

question: my practice seems to be in a rut.

more practice doctor q&a: taking over poorly done work | when staff won’t use checklists | how can we keep new staff longer? | rule #1 for how to get everything done | too much paper, too many drives | why credentials are worthwhile | how to sell your practice | why your clients need annual minutes – and how you can help | when partners stop growing | clear billing procedures make collecting easier
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

we are not growing, our services haven’t changed and our client turnover is almost nonexistent.  any suggestions of what we can do?
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marketing & sales

offering second marriage assistance

older couple on autumn walk with trees in background6 questions to ask.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

this is primarily a financial planning service for people who are in second marriages, and where there are children from prior marriages.

more on marketing: guiding heirs | how and why to offer estate planning | why cpas are suited to financial planning | how to suggest more services | adopt a marketing mindset
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who needs this service
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management

when everything takes too long

ed mendlowitz cpa the practice doctor q and aholdups can appear at any step in the process.

question: everything in my office seems to take too long, and i can’t put my finger on why.  can you provide any guidance?

more practice doctor q&a: taking over poorly done work | rule #1 for how to get everything done | checklist for running a practice | 14 ways to use timesheet data | when partners stop growing | clear billing procedures make collecting easier | there’s more to growth than marketing | how to make staff a team again
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

answer: common problem.
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marketing & sales

guiding heirs

two women talkingthey may not see the possible tax ramifications, but you can.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

inheritance advice and guidance is a valuable service for clients who have lost a loved one and are remembered in the will.

more on marketing: how and why to offer estate planning | what you need to start a financial planning discussion | tax projections: how and why | how to raise client awareness of services | marketing vs. selling: both must serve the client first | adopt a marketing mindset
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

most times accountants are not the first ones clients call. usually the attorney is the first person and then a financial planner. we get involved after the fact to “record” the results of what was done on the tax return, or via a phone call asking about the taxation of what they either received or think they will receive.
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client service opportunities

how to help sell a business

ed mendlowitz cpa the practice doctor q and asometimes the tough part is getting the information.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

question: i received this email from an accountant:

more practice doctor q&a: when staff won’t use checklists | how can we keep new staff longer? | the 44-point staff performance evaluation checklist | how to choose the right cpe | do you want to keep this employee? | hate meeting people? try improv (no joke)
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

ed, we have a client in princeton, new jersey that owns a weekly newspaper who is looking to sell. wondering if there is a client in your firm that may be interested in buying, just a thought.
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client service opportunities

taking over poorly done work

ed mendlowitz cpa the practice doctor q and anot just bad, but malpractice-level wrong.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

question: i was asked to consult with a client selling his business and provided a fixed fee estimate for the project. the fee was layered based upon how the project progresses.

more practice doctor q&a: when staff won’t use checklists | get staff to take ownership of work | how cpas provide a reference | the 44-point staff performance evaluation checklist | how to choose the right cpe | do you want to keep this employee? | 19 ways to stop wasting reviewer time | how much overhead is too much? | there’s more to growth than marketing
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

i am usually pretty good at estimating what these things cost also considering that the accountant might not have done too good of a job and some minor fixing up is needed.  however, in this situation the reports the accountant prepared were totally wrong and needed massive changes. how should i handle this?
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marketing & sales

how and why to offer estate planning

a woman hugs another woman, who is cryingbonus: sample asset distribution worksheet.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

estate planning is a vital service for many clients who do not have a will or a current will, or who have a will but did not consider major estate planning techniques.

more on marketing: what you need to start a financial planning discussion | 11 questions to ask every tax client | add new revenues with tax prep followups | marketing vs. selling: both must serve the client first | adopt a marketing mindset
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

we have found that many clients with wills had them hurriedly prepared just before a trip or vacation and had very little planning guidance.
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management

when staff won’t use checklists

and why they’re so vital.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

question: one of my managers does not use the checklists and i need to go over all his work and sometimes go to the client to make sure they are done right.

more practice doctor q&a: get staff to take ownership of work | when to offer profit sharing | what’s in a title? | managing partners should drop their book of business | what’s lousy, the client or your approach? | not the mp, still a ‘managing’ partner | checklist for running a practice | when a client balks at necessary work
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

what can i do to get him to fill out the checklists?
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tax season opportunity kit free instant download

kit-cover10 easy-to-follow checklists

more than 244 great ideas for a smoother, happier, and more profitable busy season

by edward mendlowitz, cpa, author of the weekly 卡塔尔世界杯常规比赛时间 column, practice doctor q&a.

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management

get staff to take ownership of work

ed mendlowitz cpa the practice doctor q and a5 steps for everyone to follow.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

question: how can i get staff to step up and assume more responsibility for their client assignments?

more practice doctor q&a: when to offer profit sharing | how can we keep new staff longer? | when staff don’t want to supervise | rule #1 for how to get everything done | too much paper, too many drives | 34 ways to make more money | why this help wanted ad is all wrong | why credentials are worthwhile | i made partner, now what?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

answer: this is an issue every manager and partner deals with at some point.
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personal financial planning

what you need to start a financial planning discussion

green checks being made on checklistthe list is long, but some documents take only a minute to review.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

you have a client who is open to financial planning, but how do you get started?

more on marketing: 11 questions to ask every tax client | why cpas are suited to financial planning | tax projections: how and why | add new revenues with tax prep follow-ups | how to suggest more services | how to raise client awareness of services | marketing vs. selling: both must serve the client first | adopt a marketing mindset
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

here is a checklist that can be provided to a client requesting information for a comprehensive financial planning engagement.
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management

when to offer profit sharing

owner wants to offer a percentage to a staff person, but how?

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

question: i have a small practice and have a staff person with me eight years (who had nine years of experience before coming to me) and i want to offer him some profit-sharing percentage.

more practice doctor q&a: how cpas provide a reference | the 44-point staff performance evaluation checklist | how to choose the right cpe | do you want to keep this employee? | how to know everything | the six rules to get the most out of cpe | everyone needs strategic planning | 19 ways to stop wasting reviewer time
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

how do i approach it?
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