client service opportunities

cross-selling beyond your comfort zone

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three people having discussion at table over document and water glassesbenefit your clients and yourself.

by ed mendlowitz
call me before you do anything: the art of accounting

in my practice i have always tried to generate additional revenue from existing clients.

more: how auditing is like a pirouette | upselling made painless | boosting a fixed fee substantially | creative ways to retain staff | what cpas can learn from lawyers and doctors | my top 10(ish) regrets | my ‘brand’ is the exciting history of accounting | what’s your negotiating style?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

it was much easier than searching for new clients. it was also fun because i had an attentive audience when i spoke, and it gave me the satisfaction of helping a client.
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how auditing is like a pirouette

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ballet dancer performing a pirouettethe key: focus.

by ed mendlowitz
call me before you do anything: the art of accounting

an auditor’s mindset distinguishes a great accountant from an average one.

more: upselling made painless | a test of concentration | staff may surprise you with leadership | when pushing the pencil pays off | i used to hate quickbooks | why we ‘kill’ to get partnership returns out quickly
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the mindset involves really looking at items and not just checking them off. believe it or not, i developed this by watching ballet.
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upselling made painless

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you can do it in a way that makes your clients grateful.

by ed mendlowitz
call me before you do anything: the art of accounting

my car had a recall notice and i had to bring it in.

more: boosting a fixed fee substantially | creative ways to retain staff | social security is an asset class | what’s your negotiating style? | how to make your own opportunities
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

when i made the appointment, i was told to call the afternoon before to make sure they had the part in stock. annoying, but i did and i was told they had it for me.
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a test of concentration

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not so focused after all.

by ed mendlowitz
call me before you do anything: the art of accounting

before covid-19, much of an accountant’s work was done at the client’s premises. however, whenever we are there, it is an intrusion on their routine.

more: boosting a fixed fee substantially | value pricing in uncharted waters | i am an accountant because of clients like stanley | advising cheapskates | getting bonuses from clients | be an accountant, not a salesperson for other things | when clients don’t know
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

we need to remember we are guests and should remain “out of sight.” well, let me tell you what happened early on in my career.
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¿que es bookkeeping?

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man writing in notebookdo you think it matters?

by ed mendlowitz
call me before you do anything: the art of accounting

nobody knows bookkeeping anymore.

more: boosting a fixed fee substantially | value pricing in uncharted waters | advising cheapskates | why you’re only as good as your staff | why we train on excel, word and adobe | stop pricing by the hour | getting by giving back | growing with a client

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

bookkeeping is done by every business, but it often seems completely automated. the transactions flow to where they need to, generating sales reports and backup schedules, financial statements, bank reconciliations, invoices and automatic bill payment. but no one seems to understand how this is done and the significance. question: does this matter?
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getting a handle on covid

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views from the front lines: victoria martin, elaine kovner, gary zeune

accountants show new signs of optimism as fears of covid chaos wane.

how to battle the coronavirus recession
join the survey. get the answers.

by 卡塔尔世界杯常规比赛时间 research

the turning of a terrible tide of covid pessimism has been neither quick nor clear-cut as the endless busy season of 2020 drags on, according to new findings and analysis from the 卡塔尔世界杯常规比赛时间 busy season barometer.

more trends in surveys & research: covid crushes cpa business outlook |  is the worst over? 63% of small business say so | beat the covid crisis with these 20 steps for your firm and your clients | clients, revenues, profits – trending down, down, down | covid crushes rosey forecasts | the seven factors keeping accounting firms afloat amid covid-19 | feeling the pain? the biggest job losses by client sector | tax season pivots to covid rescue season | planning for the coronavirus recession | how accountants are coping with covid-19 |

more coronavirus coverage here

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the outlook certainly isn’t back to where it was in the sunny days of february. but hopes for a better year have edged up from 23 percent in april to 27 percent in may.

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boosting a fixed fee substantially

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more work = more pay.

by ed mendlowitz
call me before you do anything: the art of accounting

most of my clients, large and small, have always been on fixed annual fees, payable monthly.

more: value pricing in uncharted waters | testifying before congress | underpaying others hurts you, too | my top 10 personal game changers | yes, christopher columbus had an accountant | 10 reasons for my success | when the kids don’t want to take over | staff may surprise you with leadership
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

some also allowed for year-end adjustments based on time charges. at the end of each year we usually increased the fees across the board by 5 to 10 percent, depending on circumstances.
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value pricing in uncharted waters

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businessman sitting on scales with stack of coins in other trayand when hourly billing and fixed fees make more sense.

by ed mendlowitz
call me before you do anything: the art of accounting

equitable is not the same as equivalent.

more: testifying before congress | creative ways to retain staff | what cpas can learn from lawyers and doctors | my top 10(ish) regrets | social security is an asset class | what’s your negotiating style? | how to make your own opportunities
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

i use the word “equitable” because i have charged three completely different fees for the same result. “equitable” refers to the value delivered and charged to the client. but it’s not “equivalent.” and the difference can determine your pricing strategies.

with many accountants now working in uncharted waters helping clients get through the covid-19 crisis, the pricing question is especially important.
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is the worst over? 63% of small business say so

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but 84% worry about a second wave of infection.

by 卡塔尔世界杯常规比赛时间

as business owners across the country focus on getting back to business, 63 percent feel the worst is behind them when it comes to the impact of covid-19 on their operations, according to new research from a payroll agency that handles payrolls for 670,000 small- and medium-sized businesses.

more on the covid crisis: six ways accounting firms will never be the same again | retired cpa partners face pay cuts from covid | covid tests accountants’ entrepreneurial talents | deciphering the sba’s new ppp loan forgiveness rules [new dates added] |

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

however, four in five business owners are somewhat or very concerned about a possible second wave of infection.

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testifying before congress

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this was a valuable experience.

by ed mendlowitz
call me before you do anything: the art of accounting

i testified two times before the house ways and means committee, in june 1980 and june 1985.

more: creative ways to retain staff | i am an accountant because of clients like stanley | advising cheapskates | getting bonuses from clients | be an accountant, not a salesperson for other things
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

each time i was given five minutes to present my views. the first time i was shaking at least four of the five minutes. this was in the capitol and here i was testifying about what they should do.
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