edward mendlowitz, author at 卡塔尔世界杯常规比赛时间 - page 52 of 55

nine reasons you don’t want to launch a niche

if you’re thinking about getting into financial planning or business valuation, think again.

by ed mendlowitz
author of the tax season opportunity guide and how to increase your billing rates

question: can you recommend a specialty i can get involved in to generate more revenue for my practice?

response: my discussion with the cpa indicated that his practice consisted of a large individual tax return practice and many monthly business clients. he thought financial planning or business valuations would be a way to expand his services and make more money. it did not seem he had an intellectual interest in these areas. read more →

outlook & analysis

serving on a not-for-profit organization board

question: i am on the board of directors and am treasurer of a not for profit organization. one of the board members is an officer of a commercial bank where we have our accounts. the organization wants to get … continued

outlook & analysis

providing work papers to new accountant

when is it required?

question:

a long time business client that owed me a large balance for unpaid fees sent a letter dropping me. he then wrote me a letter requesting me to send “his” papers to his new accountant. can i insist on being paid first or do i have to send the papers? i made some notes on a worksheet adjusting his numbers that went on the tax return. do i have to send this also and if so, do i have to write these up in proper journal entry form?

answer:

outlook & analysis

hire experienced people, or train them yourself?

how to invest your mentoring time where it matters most.

question: we were looking for an additional experienced person since september and hired someone with five years experience in mid-november, but she said she couldn’t start until january. she said she had work she had to finish up. two days before christmas she called to tell me her firm made her a “better” offer and she decided to stay there. it meant we had to enter busy season short a person. this seems to happen a lot. what do you suggest? read more →

outlook & analysis

11 business-getting tips for the young staffer

ed mendlowitz, cpa, abv, pfs
author of “implementing fee increases”

question: as a young staff accountant, how can i bring in new business and clients?

response: you shouldn’t be as concerned about bringing in business as you should be about planting seeds to be able to bring in business in the future.

eleven points worth considering: read more →

management

when should you sign a new lease, merge or just retire?

a seven-step process to confront the questions raised by lease renewals.

question: i signed up with a broker who introduces buyers and sellers of cpa practices, to find someone who would buy my practice when i want to retire. i don’t want to retire yet, but am starting to think about it. the broker suggested a merger now combined with a buyout deal when i am ready to retire. am i going about this in the right way? read more →

client service opportunities

consulting with a client who is also a friend

question: i have a close friend who is also a client. he went through a rough time with his wife threatening a divorce and we spent a lot of time talking about it (out of office settings). i sent him a bill and he returned it with a notation that “we spoke as friends and not as a professional consultation, and the bill should be cancelled.” what should i do? read more →

management

when staffers don’t listen to you

15-item checklist on effective staff management.

ed mendlowitz, cpa, abv, pfs
author of “implementing fee increases”

question: my staff doesn’t listen to me. to be able to manage and control my business i need them to prepare a monthly schedule of what they plan on doing that month. i further need to know each morning if they did what they were supposed to do the previous day, and whether there was anything not done, or anything extra that wasn’t planned on. my problem is that they don’t give me the schedule and then don’t call or email me to tell me what they did. i really need to know this stuff and can’t figure out how to get them to do it. what can you suggest? read more →

outlook & analysis

with busy season ended, it’s time for new resolutions

the end of every busy season means a new beginning for practitioners, which is why we thought this q-and-a was particularly timely.

by ed mendlowitz

question: do you have any suggestions for the new year?

answer: checklist of things to do in the new year:

stop marking saly next to your new year’s resolutions. make one or two big time life goals resolutions that you will do. read more →

mergers & acquisitions

questions and answers on selling a practice to staff members

by ed mendlowitz
author of “implementing fee increases“

i received two related questions, which i’ll answer together.

first question: i am nearing retirement and want to sell my practice to two longtime staff people, but they don’t get along, and i’m afraid to sell to them. what should i do?

second question: i have a large individual tax practice, but also have an audit practice that is handled by different staff in my firm. how do i sell this practice? none of the larger buyers want the tax clients and none of the smaller buyers want the audit clients. read more →

mergers & acquisitions

what to think about before you start thinking about merging your practice

plus: key considerations in evaluating a practice continuation agreement

by ed mendlowitz

question: what i should do about merging? i need a specific answer.

answer: i can’t give you an easy answer. i can give you a process to follow that should provide an answer. actually, this works pretty well and i’ve gotten good feedback from many colleagues. i’ve also rethought it many times, and still think this is the way to go about it.

outlook & analysis

terrible service and failure of management

this time, i have a question for you. but i’ll start with a story.

last sunday evening my wife and i went into a reasonably upscale restaurant and we had terrible service from everyone we interacted with.

when we were seated, the table wobbled and we asked if they could do something or move us to another table. ten minutes later someone showed up with a wad of napkins that made it worse. five minutes later they asked if we were okay, and put us at another table. ten minutes after that they took our order, but we asked for some drinks right away, which we only got after we complained to the manager. read more →

outlook & analysis

how not to give too much away for free when trying to land a new client

try instead: ‘that’s something we can do after you hire us.’ question: i usually give away too much info at a meeting to get a new client. we simply answer too many of their questions during the initial meeting. we … continued

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edward mendlowitz

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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.

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"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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