edward mendlowitz, author at 卡塔尔世界杯常规比赛时间 - page 44 of 55

before you even think about selling your practice

bonus checklist: 14 data points you’ll need about your firm.

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

question: do you have any advice to someone preparing to sell their practice?

more practice doctor q&a: how much should you pay to buy, sell or merge an accounting practice? | when is it time to merge? | 8 times when hourly billing trumps value pricing | 10 do’s and don’ts for making small business clients happy | 10 (nearly) painless ways to keep up to date with technology | 5 time management tips for an overworked accountant | complaining client? no wonder! | running an accounting business | pricing, billing, costing: don’t blame clients

answer: here are some things to do when preparing to sell your practice:
read more →

management

how to make annual staff evaluations work

bonus checklist: six essential ingredients for the highly effective performance evaluation.

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

question: do you recommend annual staff evaluations?

more practice doctor q&a: when staffers stagnate | when to hire an admin assistant | 12 must-knows for niche markets | when large (or any) clients need backup assurances | when experience doesn’t add up | 6 ways to know what you don’t know | 10 do’s and don’ts for making small business clients happy | when a staffer stops listening | making meetings more productive | 44 critical criteria for accounting staff performance evaluations

answer: yes and no.

client service opportunities

change your thinking about ‘small’ clients

bonus checklist: 11 services that should be part of every “cfo” engagement.

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

question: i have many small business clients and can’t seem to get larger clients. any suggestions?

more practice doctor q&a: it’s not sales. it’s your duty | 7 ways to lose a client’s trust | 6 ways to take a client beyond tax prep | 10 do’s and don’ts for making small business clients happy | 14 ways to switch to value pricing | pricing, billing, costing: don’t blame clients

answer: when i started, we called the work we did for small clients “writeups.” at some point, write-ups were an embarrassment and we stopped calling them that – we said we handled family businesses. read more →

management

can accountants save the planet?

‘we must find new ways to measure economic costs and the changes in the economy.’

by edward mendlowitz, cpa

worth reading: “six capitals, or can accountants save the planet?: rethinking capitalism for the twenty-first century” and “double entry: how the merchants of venice created modern finance,” by jane gleeson-white

the history of accounting is a fascinating drama and jane gleeson-white brings it to its thrilling heights. i recommend both “double entry” and “six capitals” by jane gleeson-white, but for different reasons.

“double entry: how the merchants of venice created modern finance,” is really two separate books – one an exciting history and the other a disturbing condemnation of the way the method of financial measurement has progressed. i also recommend “six capitals” if you want to find out more about her ideas, which is pretty deep stuff.

management

are you managing knowledge or wasting it?

15 points to consider.

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

question: how can we share our firm’s collective knowledge with everyone who works here?

answer: not easy, but can be done. it just needs recognition that there is knowledge that can be shared, and you evidently have that.

knowledge is what we are dealing with and transferring to benefit and create value for our clients. knowledge is currency. the ability to apply it to the right situation, at the right time in the right way creates value for the firm. each firm should develop a knowledge management program. here are 15 things to consider:
read more →

client service opportunities

it’s not sales. it’s your duty

how to suggest additional services to clients and why you’re doing them a disservice if you don’t.

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

question: i always feel awkward telling clients they need additional services that i should perform for them. can you tell something that could “rev” me up for this?

more practice doctor q&a: yes, you should send rejection letters | when to hire an admin assistant | 7 ways to lose a client’s trust | how much should you pay to buy, sell or merge an accounting practice? | why the average fee doesn’t matter | no more printouts at cpe programs? | 6 ways to take a client beyond tax prep

answer: actually, by suggesting additional services you are doing the client a favor and a good deed. also, you are in business and the easiest way to generate additional revenues is to cross-sell services to present clients.

growth strategies

when staffers stagnate

higher-level staff person isn’t supervising or mentoring anyone.

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

question: i have a staff person who does great work, but she seems to be deadened. the good news is that her clients love her and she doesn’t bug me about becoming a partner.

more practice doctor q&a: yes, you should send rejection letters | 7 ways to lose a client’s trust | 12 must-knows for niche markets | 6 ways to take a client beyond tax prep | 18 ways to blow a partnership opportunity | 8 times when hourly billing trumps value pricing | when a staffer stops listening | 44 critical criteria for accounting staff performance evaluations | 5 time management tips for an overworked accountant | pricing, billing, costing: don’t blame clients

any suggestions on what i could do to move her forward?

management

yes, you should send rejection letters

some people expect them…and say so.

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

question: do you recommend sending rejection letters to someone i interview and do not hire?

response: yes. early on i did not send them, but when email came more universal, we sent them messages that way. now we use postal mail and send the letter on our letterhead. we feel it is more courteous and respectful. the letter is similar to this:

management

when busy gives the wrong impression

beware self-fulfilling prophecies.

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

question: i have been very busy for quite a while and now caught up and find that i have not been getting as much new business as i used to get, or that i need. what can i do different?

more practice doctor q&a: administrative help can free up one or several | how to notify clients of a partner’s retirement | 7 ways to lose a client’s trust | quote with care when asked for valuation | closed for tax season? looks that way | 12 must-knows for niche markets | is joint representation a conflict? | when fees don’t keep up with cost increases

answer: this accountant gives a harried impression when she meets with clients and referral sources (which are everyone she meets or interacts with). she was very busy and when asked how she was doing she would reply something like “boy, am i busy!”

management

when to hire an admin assistant

do the math. hire the best.

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

question: i seem to be wasting a lot of time and can’t put my finger on it. i go home at night feeling i am more behind than when i started that morning and my chargeable time is dropping. what suggestions can you make?

answer: many professionals, not just cpas are spending more and more time on non-business purpose activities. i don’t want to say nonessential because booking a flight or setting up a client meeting is essential, just that it is not what you are being paid for – it is not your business purpose. this person i spoke to, and many others in similar circumstances, need administrative assistance.

more practice doctor q&a: how to notify clients of a partner’s retirement | 7 ways to lose a client’s trust | quote with care when asked for valuation | closed for tax season? looks that way | 12 must-knows for niche markets | how much should you pay to buy, sell or merge an accounting practice? | is joint representation a conflict? | when fees don’t keep up with cost increases | when large (or any) clients need backup assurances | lowballing and why it (usually) doesn’t work

busy season management

busy season 2015: comprehensive coverage

get a read on the busy season. join the survey; get the results — busy season barometer

in case you missed it…

in this directory, 卡塔尔世界杯常规比赛时间 compiles complete coverage of the 2015 busy season.

irs seeks more tools to fight refund fraud

fy 2016 budget provisions would expand authority for regulation, correctable errors.

workflow automation takes root in mainstream cpa firms

tax season 2015 sees 59% of firms using digital production systems.

busy season 2015: worse and worser

after a bad year for many practitioners, watch for the consolidation and shakeout to come.

busy season 2015: top lessons learned so far

doing the tax season math: regs + staff + clients + tech + self = busy x busy x busy

here’s your new tax season marketing plan

think now about june. yes, june.

irs commissioner john koskinen — irs chief koskinen

if you thought tax season 2015 was difficult, irs predicts ‘challenging’ 2016

budget cuts remain a concern.

tax and accounting industry hits new highs in headcount and wages

u.s. tax, accounting and bookkeeping industries remain among the bright spots in the nation’s economy

refund fraud keeps irs busy

identity theft also is part of the program.

irs criminal investigations drop with staff cuts

investigations are down 20 percent.

irs defanged by 20 years of budget cuts

prosecutions down 16 percent in 2014.

why cpas need to worry about cyber crime (especially in tax season)

and what to do about it.

survey results: latest comments on busy season 2015

verbatim practitioner reports from the front lines

busy season 2015: fixing the tax system

how tax professionals would remake the tax code.

could you use more energy this tax season?

10 habits to start now and keep all year.

busy season 2015: new lessons in time management

lesson learned: plan, prioritize, repeat.

irs filing stats week by week:

week 1: tax pro e-filing gets off to fast start

week 2: e-filing levels off from initial burst

week 3: e-filing holding steady

week 4: e-filing by tax pros slows

week 5: e-filing slows again

week 6: tax pros start to make up for lost ground in pace of 2015 e-filing

week 7: tax pros gain e-filing market share

week 8: tax pros cling to 57% of e-filing market

week 9: e-filing by tax pros gains more ground

week 10: tax pros do 59% of e-filing as season nears end

week 11: irs reports everything went up except refunds

busy season 2015: vexed by regs, cpas dismayed at congress

“all reason has gone out the door.”

busy season 2015: when clients are the problem

how to notify clients of a partner’s retirement

phase in so there are no surprises.

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

question: thank you for your q&as on the death of a sole practitioner and purchase of a practice. do you have anything about the retirement or death of a senior partner?

answer: the death of a senior partner, or any partner, becomes public knowledge almost immediately with many clients attending the funeral, wake or shiva. in those cases i have not seen any falloff of clients since there is a correct assumption by clients that

there was backup,
that the files are intact and will be maintained, and
if staff was working on that client they will continue.

more practice doctor q&a: 7 ways to lose a client’s trust | when fees don’t keep up with cost increases | what goes in a client’s permanent file? | when experience doesn’t add up | making meetings more productive | tax return reviewer ticking and tying 5 time management tips for an overworked accountant | running an accounting business | pricing, billing, costing: don’t blame clients

edward mendlowitz

more at store.www.g005e.com

buy now | learn more

edward mendlowitz, cpa, abv, pfs, is a partner at withum, a forward-thinking, technology-driven advisory, and accounting firm. ed has over 40 years of public accounting experience, is recognized as one of the top 100 most influential people in accounting by accounting today, and is the 卡塔尔世界杯常规比赛时间 "practice doctor." his latest handbook for 卡塔尔世界杯常规比赛时间 is 77 ways to wow! the handbook for small-business advisory services.

ed is also the author of "memoirs of a cpa," available at amazon.

buy now | learn more

"memoirs" tells his story as a cpa and provides an inside look at what cpas do and how they run their accounting "business." cpas must serve clients effectively and exceptionally, recruit, train, retain and grow staff, and charge fees that clients happily pay because of the value they receive while the cpa earns a living, funds a retirement account, grows infrastructure, and perhaps makes a profit. this book tells how he did all of this and much more.

more ed mendlowitz in the 卡塔尔世界杯常规比赛时间 store:

he is a licensed, certified public accountant in the states of new jersey and new york and is accredited by the american institute of certified public accountants (aicpa) in business valuation (abv), certified in financial forensics (cff) and as a personal financial specialist (pfs). ed is also admitted to practice before the united states tax court and has testified as an expert witness in federal and state court regarding business valuations, and twice at the house ways and means committee on tax reform, fairness, and reduction. a city college of new york graduate, ed earned his bachelor of business administration degree.

he is a member of the aicpa, the new jersey society of certified public accountants (njscpa) and the new york state society of certified public accountants (nysscpa). in addition, ed was a founding partner of mendlowitz weitsen, llp, cpas, which merged with withum in 2005. currently, he serves on the nysscpa estate planning committee and was chairman of the committee that planned the nysscpa’s 100th anniversary. ed, the author of 19 books, has also written hundreds of articles for business and professional journals and newsletters.

he is the contributing editor to the practitioners publishing company’s 706/709 deskbook, the aicpa’s management of an accounting practice handbook, corporate controller’s handbook and wiley’s handbook on budgeting and is on the editorial board of bottom line/personal newsletter and the journal of accountancy member panel on business valuation. appearing regularly on television news programs, ed has also been quoted in numerous major newspapers and periodicals in the united states. he received the lawler award for the best article published in 2001 in the journal of accountancy.

ed frequently speaks to many professional and business groups, including the aicpa, njscpa, nysscpa, american management association, the national committee for monetary reform, the university of medicine and dentistry in n.j., and many more. for 11 years, he taught courses on financial analysis, corporate financial policy and theory, monetary and fiscal policy, and managerial accounting in the mba program at fairleigh dickinson university.

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