client service opportunities

the clients that keep you awake at night

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masked man carrying large money bagwhen even the best internal controls fail, guess who the client will blame?

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

i have addressed the importance of controls when trying to get a client. but it is also important to retain the client.

more: clients don’t lose sleep for overpaying taxes | 6 ways to increase your fees … if you dare | the clients that got away | 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
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a good system that is not monitored is a sure way to lose your client – and your sleep.

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clients don’t lose sleep for overpaying taxes

by

man lying awake in bedpoor controls are a different matter.

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

in my early days i would get many leads for clients who told me they were switching accountants because they believed they were paying “too much tax.” however, at most of those meetings, we only spent a few minutes on taxes and then most of the time expressing concern about whether their controls were good enough!

more: 6 ways to increase your fees … if you dare | creating a cross-selling culture | cross-selling beyond your comfort zone | value pricing in uncharted waters | advising cheapskates | getting bonuses from clients | why you’re only as good as your staff
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

my conclusion from these conversations is that the potential of loose controls is a major cause of keeping someone awake at night. no one stays awake at night wondering if they are paying too much tax. a pending tax audit might keep someone awake, but not paying too much tax.
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