my first thought is to never turn down business

someone else could do it, but why?

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

one of my partners once was asked to recommend an accountant who could do corporate tax returns for a very large company.

more: i lost a client to an accounting firm with cheaper fees | getting a referral from an adversary | start with the cash | why a break-even analysis matters | how i owned a printing company and restaurant | am i happy? | my boss hated the client | fired from my first job | staffers need to speak up with clients | bored by cpe? you’re missing out! | clients buy solutions, not hours
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he was told it would take about 20 days and the fixed fee was an amount that was about a third of our normal rates. my partner was going to refer a cpa who sublet from us who seemed to have the time and he asked me if i thought the accountant could do it.
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collaborative wealth management: defining the framework

three key components for helping clients achieve financial success.

by anthony glomski

just like starting a business or building a practice, most of your successful clients know that nothing truly valuable is free or easy. same goes for their pursuit of financial freedom. it will take hard work, discipline and smart thinking to overcome and solve those challenges.

more: protect your clients’ assets | even entrepreneurs must diversify | when clients cash out: four smart financial moves
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but what most type-a business owners, executives and professionals don’t realize is they don’t have to do it alone. that’s where you come in as your client’s most trusted advisor. will you be ready when they reach out to you for help?
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green bits: helping cannabis retailers stay compliant

portrait of ben curren
curren

a pos that knows your local laws.

by liz gold
cannabizcpa.pro

after selling his former company, outright, to godaddy in 2012, ben curren stayed at the company for a year and then started considering what he would do next. after listening to cannabis-related news and realizing the inventory problems that were emerging because of compliance, curren got excited to tackle some of the issues plaguing many cannabis dispensaries.

more on cannabiz: ron seigneur blazes new trails in cannabis | laura durham finds her niche | strimo: new tech for managing cannabis business performance | cristina garza: keeping cannabiz clients in compliance | cannabis: top trends to watch in 2019 | cannabis cpa carves out investment research niche | ‘genius accountant’ helps cannabiz clients manage effectively
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as a result, he jumped into the cannabis industry, leveraging his skills and background as an engineer at quickbooks to create a new technology to help legal cannabis retailers stay compliant.
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