client service opportunities

how an out-of-work tax preparer ‘saved’ our lives

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portrait of a cheerful businessman smiling at the cameraalways be ready to help others.

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

a number of years ago we purchased a practice in late february to get the business clients. however, we had to agree to service the individual tax clients, of whom there were about 180, with each paying a very low fee. the seller did not want to hang up his longtime clients.

more: getting by giving back | how to be ’the other guy’s accountant’ | why we ‘kill’ to get partnership returns out quickly | my first thought is to never turn down business | the background to saving a business
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we had just moved the files into our office and were really concerned about how we could get the returns done without totally straining our system when lenny called asking if we had any per-diem tax season work for him.
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getting by giving back

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professionals don’t operate in a vacuum.

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

i had lunch recently with a colleague who was surprised when i mentioned that i helped another accountant with a problem and “did not charge him.”

more: how to be ’the other guy’s accountant’ | i always want to be ’the other guy’s accountant’ | learning from lee iacocca et al. | getting a referral from an adversary
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

i know this colleague and he is a very nice person. he’s a sole practitioner and seems to like what he does, but he has always complained to me that he wasn’t growing and just kept doing the same things over and over again. he told me at the lunch that he would never help someone the way i did without charging for it.
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most new college grads plan to start their own businesses

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but first, they need to pay off their student loans. bonus: what millennials want in a first job.

by 卡塔尔世界杯常规比赛时间 research

as they prepare to enter the workforce, 70 percent of young adult job seekers say the freedom of being their own boss is worth more than the benefit of job security working for someone else.

additionally, 53 percent say they are likely to start their own business in the future, according to new research from the aicpa, which took the opportunity to promote cpa services to the wanna-be entrepreneurs.

although the new study has no data on cpa-bound graduates, it provides some insight into millenials’ plans both as potential clients and as staffers.

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how to be ’the other guy’s accountant’

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9 concrete tips.

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

i’ve written about wanting to always be the “other guy’s accountant.” i received a number of calls and emails asking how i do it, so here is a followup.

more: i always want to be ’the other guy’s accountant’ | some mistakes i made | growing with a client | getting a referral from an adversary | secret success formula: e=fs4uh
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

no matter what client i meet with and no matter what the reason, i try to engage them to find out what’s on their mind.
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i always want to be ’the other guy’s accountant’

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your reminders must be constant and relevant.

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

i once worked for someone who lost a client to “the other guy’s accountant.”

more: some mistakes i made | why we ‘kill’ to get partnership returns out quickly | my first thought is to never turn down business | the background to saving a business | secret success formula: e=fs4uh | becoming an expert in irs collections | high cpa fees should be a client’s goal
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

it happened when the client went into a new business with another person – the “other guy.” so my boss lost both the client and the new opportunity to work on the new business. from then on, my boss always wanted to be “the other guy’s accountant.” me too!
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