client service opportunities

if you didn’t have time pressure, how might your planning change?

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

i had a client who had five sons and three daughters who worked in his business. their ages ranged from 28 to 48. i was helping him with exit planning and suggested that i could possibly structure a transaction where either some or all of his children could buy his business.

more: how to waste lunch hour | why you’re only as good as your staff | why tax time is the best time to get new business | becoming a ‘media star’ | don’t pass up opportunities
exclusively for pro members. log in here or 2022世界杯足球排名 today.

he liked the idea and i told him to meet with them and suggest it.
read more →

this was time that could have been spent working on the business.

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

i was recently in manhattan during lunchtime and thought i would drop in at a cpa firm i did some consulting for to see if anyone was available to have a quick lunch with me.

more: why you’re only as good as your staff | staff may surprise you with leadership | problem clients | when pushing the pencil pays off | when to say no to pro bono work | i used to hate quickbooks | things change | how to be ’the other guy’s accountant’
exclusively for pro members. log in here or 2022世界杯足球排名 today.

it was around 12:45. if no one available, no harm done. i showed up (that counts as a “client contact”), would see a few people and then would only be there 10 or so minutes.
read more →

everyone is busy, but work still has to flow smoothly.

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

this is a response to a reader who sent me the following email:

more: staff may surprise you with leadership | what’s your negotiating style? | how to make your own opportunities | how i became a published author | large clients we landed from quickbooks consulting | 26 value-added benefits clients need to know
exclusively for pro members. log in here or 2022世界杯足球排名 today.

all your articles are good, and so was this one about a surprise staff leader.

question: why was it important in your firm, for you personally, to “know” about elliot and the tax manager?

read more →

3 lessons learned.

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

one time i was reviewing a time run and noticed a certain staff tax person, elliot, kept appearing on clients he wasn’t assigned to and i wondered why.

more: what’s your negotiating style? | why tax time is the best time to get new business | becoming a ‘media star’ | don’t pass up opportunities | why we train on excel, word and adobe | stop pricing by the hour | getting by giving back
exclusively for pro members. log in here or 2022世界杯足球排名 today.

when i asked the people in charge of those clients what elliot did, i was told that they either needed a tax question answered or some research done and asked him to do it. elliot was one of the younger people in the tax department. i wondered why they asked him and not the tax manager.
read more →