client service opportunities

advise without getting in the middle.

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

i have had many clients where children work in their parents’ business and have seen a lot of private interactions that shouldn’t have ever occurred, but did.

more: ceos don’t always know numbers | wealth is a state of mind | the six types of “impossible” clients | you’re not just taxes | granting unconventional request pays off
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you might think the time i saw a father and son punching and wrestling with each other would be the worst, but it wasn’t. the worst are the psychological games parents and children play with each other, many times without the arguing or evident disagreements.
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it’s worth your time to ask about what they do know.

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

one time i had a client who became his company’s ceo. this was a public company and i knew him as well as i could know someone whose tax returns i prepared and met with two or three times a year and spoke to over the phone another two or three times a year.

more: wealth is a state of mind | one hour a year since 1972 | 50 ways to make more money in busy season | 20 good ways to boost tax season production | why annual staff evaluations fall short
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at one meeting i asked him how he spent his days and how he managed the transition to ceo.
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think about how well you know their aspirations.

by gary bolinger

most cpas believe that they have the answers to clients’ most pressing questions, but often miss the mark on what clients really want.

more: 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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we think they want advice on how to:

• make more money
• establish a successful business
• gain more customers or clients

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two clients, one rich and one poor.

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

some time ago i had breakfast with a client who was not able to make ends meet but was fortunate to have his brother-in-law send him monthly checks so he and his wife could get by without any pressure.

more: one hour a year since 1972 | 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 | advice to new accountants | clients don’t lose sleep for overpaying taxes | when time-based pricing works
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i had a very pleasant time talking with him and he was a truly happy and content man. it was a pleasure to be with him.
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