clients, services and the partnership.
by rick telberg
the rosenberg survey
ask carrie steffen of the whetstone group where accounting practices are going in 2018 and beyond, and you’ll probably get at least three key issues that are being addressed at some forward-thinking firms.
are you ready to make lemonade?
by ed mendlowitz
call me before you do anything: the art of accounting
entrepreneurs are the brightest most focused and determined people i know. but it is also lonely for many of them.
more: clients buy solutions, not hours | what consulting is | mendlowitz: why my firm merged with ws+b | a long time ago, at a cpa firm far, far away … | when discounts don’t work | call me before you do anything
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there are few people they can trust, and sometimes they just need a sounding board of someone who won’t pass judgment but might point out inconsistencies or illogical conclusions. that is a role for cpas, and sometimes great things come out of it.
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disability thresholds also are changing.
by barry j. friedman, cpa
industrynewsletters
as is usual this time of year, the social security administration has published critical information on benefit changes and maximum taxable income.
more: real estate, iras & clients | tariffs: what clients need to know now | new salt deduction limit: what clients need to know | passwords: how to beat the hackers | the w-4 time-bomb and what to do about it | supreme court wayfair ruling sows confusion – and opportunity
how will these affect your clients?
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are you providing the value they expect?
by ed mendlowitz
call me before you do anything: the art of accounting
pricing, billing and collecting fees for services are how accountants earn their livings.
more: what consulting is | make obsessed leadership work for you | client checklist: top 10 issues for real estate investors | working hard? or hardly working? | it’s not always about the money
one time, one of my fellow partners at withumsmith+brown, peter weitsen, billed a client for a lengthy phone call and a followup memo, and the client complained, saying that he did not realize he would have to pay for the work he did. read more →
what clients want to know.
by barry j. friedman, cpa
industrynewsletters
real estate can be a great investment, and many people don’t know they can also put property into their iras. however, they have to be careful: one small mistake and an ira’s tax advantages disappear.
more: tariffs: what clients need to know now | how to talk to clients about ‘basis’ | basis: turning a common client question into new business | the w-4 time-bomb and what to do about it
so what do you tell clients about the rules to follow to have a qualified real estate purchase?
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