client service opportunities

tax season is over; now what?

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woman driving a sports carhow are you marking this year like no other?

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

i always ended tax season with my office closed the next day. we once gave employees a choice of taking off either the day after or friday after tax season. those who chose the friday said they should have taken off the day after. that day off provided a way to unwind and just be lazy.

more: when parents, children hit an impasse | how bickering can ruin a family business | one hour a year since 1972 | why annual staff evaluations fall short | why create an accounting firm business model? | the clients that keep you awake at night
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one year, one of my partners, a close friend and i all bought new cars that day. it is a day to clear your mind and come down from a high-performance mentality.
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advisory vs. low-value clients

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where is your energy best spent?

by gary bolinger

all firms have low-value clients. sometimes, they take more time than they are worth. there is never any growth with those clients. same thing, year after year.

more: what + who leads firms to better service | how accountants are profiting in disruption | ask the right question(s) | seven elements of engagement for cpas | true advisory work isn’t just consulting
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it isn’t all that much fun to work on those engagements. these clients are generally interested in the lowest fee possible, but they create a lot of work or anxiety in many ways.
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when parents, children hit an impasse

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overhead view of male and female business partners analyzing statistical annual report represented in graphs on digital tablet.four ways to proceed.

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

many family-run businesses have parents and children who perform excellently together, and i have worked with many proud companies. however, occasionally there is a stumbling block, in that a parent and child just cannot get it together. what to do?

more: how bickering can ruin a family business | ceos don’t always know numbers | finding new business in sustainability | 14 simple, easy tips for a better tax season | how to recoup staff training costs | 10 ways to stay in control
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in many small businesses an underperforming employee hurts, and oft times there is a reluctance to get rid of them. they linger on, holding back the company. it is inevitable that they will be gone at some point, but that point seems to be delayed past when it should have been dealt with. biting the bullet is necessary, and when the owners realize they are better off in the long run, they take the necessary step.
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