my boss hated the client

drawing of unhappy face and arrow pointing from it to happy face“his remarks were like a kiss of death.”

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

early on, my boss took me to a client i was to work on. he started to explain what needed to be done and what the client did, but then he said, “i hate this client – everything is always messed up and nothing ever makes sense.”

more: when to keep some plans to yourself | the art of the deal: starts with listening | working for a jerk | the ‘wrong’ cpe | be a sounding board to your clients | make obsessed leadership work for you
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he also told me my work area was in the factory. i would probably have to move a chair next to a carton that would serve as a desk, and he warned me the lighting wasn’t too good.
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2019: nextgen realities

flex work, project-based learning, and app-connected clients.

by tamera loerzel
the rosenberg map survey

this next generation of leaders is eager to embrace changes in technology, pricing, and service — all to add new value to clients and the market.

more from the map survey: 2019: when cpas go extinct | 2019: appetite for growth unabated | why you need a tech strategy consultant | 2019: why small firms shun mergers | 2019: expect more alliances | 2019: firms grapple with change
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but even some the most successful firms are struggling with the challenge, hindered by retiring partners who struggle to let go and turn over the reins to future leaders.
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clients’ top worry: going broke

survey shows healthcare costs and market volatility drive client fears.  

of all the concerns impacting americans’ retirement today, running out of money, maintaining their lifestyle and rising healthcare expenses continue to top the list, according to a new survey of cpa financial planners.

more on client management: busy season: accountants worry for u.s. economy   |   tax season launches with a whimper  |  when to keep some plans to yourself   |  shutdown: what to tell tax clients during “the lapse”  |  how clients should gather their papers for taxes  |  staffers need to speak up with clients

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