client service opportunities

not 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
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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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how savvy cpas turn old problems into new opportunities.

by rick telberg
the accounting firm operations and technology survey

the tax and accounting profession is entering a new era of competitive battles, marked by a thirst for new clients, a hunger for qualified employees, and a dire need for smarter, faster production processes.

indeed, the new accounting firm operations and technology survey shows that most solo practitioners say “attracting new clients” is their biggest challenge. among small firms, sized up to 10 persons, it’s “managing workflow.” at all larger firms, “recruiting and retention” is the primary issue.

clearly, the profession is fighting a three-front war. and some practitioners are trying to win with one hand tied behind their back.

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