client service opportunities

selling by swaying.

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

this is not about jfk.

more: make obsessed leadership work for you | roger is my only client | blown loan covenants and how to recover from them | beyond the numbers: be a friend | perception becomes reality
exclusively for pro members. log in here or 2022世界杯足球排名 today.

when he was nominated at the 1960 democratic convention, his acceptance speech was preceded with an introduction by chester bowes narrating a film about kennedy’s life and achievements.
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5 steps for homeowners.

by barry j. friedman, cpa
industrynewsletters

have your clients’ property tax bills increased significantly? do you think they may have grounds for an appeal, particularly if the increase seems out of line with overall appreciation in their area?

more: social security hike the largest in 7 years | real estate, iras & clients | percentage-withholding for clients | bitcoin: what clients need to know | supreme court wayfair ruling sows confusion – and opportunity
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property tax rules and policies are local, but in general, homeowners have 90 days after receiving a new assessment to appeal in most jurisdictions; some close the appeals window after 30 days.

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clients, services and the partnership.

by rick telberg
the rosenberg survey

ask carrie steffen of the whetstone group where accounting practices are going in 2018 and beyond, and you’ll probably get at least three key issues that are being addressed at some forward-thinking firms.

more: the do’s and don’ts for a happy accounting office

1. redefinition of client services and providing consistent services across the firm
2. redefinition of business advisory services
3. redefinition of the partnership model

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are you ready to make lemonade?

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

entrepreneurs are the brightest most focused and determined people i know. but it is also lonely for many of them.

more: clients buy solutions, not hours | what consulting is | mendlowitz: why my firm merged with ws+b | a long time ago, at a cpa firm far, far away … | when discounts don’t work | call me before you do anything
exclusively for pro members. log in here or 2022世界杯足球排名 today.

there are few people they can trust, and sometimes they just need a sounding board of someone who won’t pass judgment but might point out inconsistencies or illogical conclusions. that is a role for cpas, and sometimes great things come out of it.
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disability thresholds also are changing.

by barry j. friedman, cpa
industrynewsletters

as is usual this time of year, the social security administration has published critical information on benefit changes and maximum taxable income.

more: real estate, iras & clients | tariffs: what clients need to know now | new salt deduction limit: what clients need to know | passwords: how to beat the hackers | the w-4 time-bomb and what to do about it  | supreme court wayfair ruling sows confusion – and opportunity
exclusively for pro members. log in here or 2022世界杯足球排名 today.

how will these affect your clients?
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are you providing the value they expect?

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

pricing, billing and collecting fees for services are how accountants earn their livings.

more: what consulting is | make obsessed leadership work for you | client checklist: top 10 issues for real estate investors | working hard? or hardly working? | it’s not always about the money
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one time, one of my fellow partners at withumsmith+brown, peter weitsen, billed a client for a lengthy phone call and a followup memo, and the client complained, saying that he did not realize he would have to pay for the work he did.  read more →

then spread it to your clients.

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

i spend a lot of time with clients and i believe i have identified the one quality that most of my successful clients have – it is obsession.

more: roger is my only client | mendlowitz: why my firm merged with ws+b | a long time ago, at a cpa firm far, far away … | when discounts don’t work | call me before you do anything
exclusively for pro members. log in here or 2022世界杯足球排名 today.

they have many qualities, but obsession is universal among them.
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“step-ups” ease the burden of capital gains.

by barry j. friedman, cpa
industrynewsletters

basis seems like a simple concept, but as with so many tax issues, it can become complicated quickly when you try to explain it to clients.

more: percentage-withholding for clients | new salt deduction limit: what clients need to know | passwords: how to beat the hackers | supreme court wayfair ruling sows confusion – and opportunity
exclusively for pro members. log in here or 2022世界杯足球排名 today.

this is especially true after the tcja. read more →

do your clients feel important?

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

so are ralph, dennis, judith, alan, susan, fern and ken. successful client relationships start when you treat each client as if they were your only client or your best client or most important client.

more: mendlowitz: why my firm merged with ws+b | client checklist: top 10 issues for real estate investors | blown loan covenants and how to recover from them | a long time ago, at a cpa firm far, far away … | working hard? or hardly working? | beyond the numbers: be a friend | when discounts don’t work | it’s not always about the money | perception becomes reality | call me before you do anything | the value in value consulting | the making of a consultant | learning to delegate: slow is faster | a cpa looks back across the generations
exclusively for pro members. log in here or 2022世界杯足球排名 today.

clients know they are not your only client, but they need to be treated as if they were. when you do that, you will have a client for life.
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