client service opportunities

my top 10(ish) regrets

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what would you change?

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

i’ve written about the 10 reasons for my success. i received quite a few calls about that and i came up with some regrets, so i’m sharing them here.

more: getting bonuses from clients | 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
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1. not taking off fridays: i could have taken off either every friday or monday and extended the weekend.
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more services for your tax clients

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woman and man shaking hands across a desk40 options, plus a checklist for making matches.

by ed mendlowitz
tax season opportunity guide

the following listing can give you ideas of additional services clients might need.

more: keep these tax clients while you have the chance | what’s not to like about tax season? | do your clients feel important? | 4 reasons to push ahead with tax question research | help tax clients help you
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

this list is not complete, but it is a good start for you to start thinking about what types of additional services you can offer to your clients!
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help clients by pivoting to projections

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//www.g005e.com/2020/04/01/help-clients-by-pivoting-to-projections/today’s crisis needs analysts more than historians.

by gale crosley

major upheavals in economic conditions present an opportunity for significant growth. for firms prepared to embrace this concept, it’s go time for new service innovations that clients and prospects want, need and are willing to pay for.

see: all 卡塔尔世界杯常规比赛时间 special crisis coverage

more: home alone. but not really. | dicey disruptions | be a consultant or be left behind | sustainable innovation: how to pull it off
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with so many of us sequestered at home, it may be some time since you’ve actually been in your car. but you’ve probably not forgotten the difference between the view from your rearview mirror and what you see out the windshield. applying the metaphor to accounting highlights the contrast between where we’ve been and where we need to go as a profession in the current environment.
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getting bonuses from clients

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man putting dollars into suit pocketalso: value pricing vs. value billing.

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

i’ve written about being independent and not selling financial services or products to clients. quite a few people called me to ask about “value billing” and how that fits in. here are some comments.

more: yes, christopher columbus had an accountant | my ‘brand’ is the exciting history of accounting | social security is an asset class | how to waste lunch hour | what’s your negotiating style? | how to make your own opportunities | how i became a published author
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to start, value pricing is a pretty straightforward issue for those who truly value price and a misunderstood issue for most who do not. i cannot treat it completely in a short article and refer my readers to ron baker’s book, “implementing value pricing.” however, today i will address the focus of my caller’s questions about value “bonuses” from clients.
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influence, don’t manipulate

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two businesswomen meeting in an officeput yourself in the client’s shoes.

by steven e. sacks

we are often faced with trying to influence others through our beliefs and personal experiences. the wrong approach is to browbeat others until they “surrender.”

more: fake it ‘til you make it: an ultimate goal? | working remotely shouldn’t mean feeling isolated | how engaged are your employees? | managing difficult personalities in the workplace | set your staff on the right course | how motivation is like bathing
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influence is really a straightforward approach to convincing people that your positions are well thought out, persuasive, justified and completely devoid of underhandedness, manipulation or trickery.

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