client service opportunities

help clients see the big picture

by

what they ask for and what they need may differ.

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

i once had a client who felt he was getting ripped off by his salespeople padding their expenses.

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 | some mistakes i made
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

i found this out by walking into his office and finding his desk and credenza overloaded with files halfway up to the ceiling.

read more →

the top five reasons tax clients go diy

by

and the top five ways to win them back.

by 卡塔尔世界杯常规比赛时间

taxpayers are more than twice as likely to use do-it-your-self software to prepare their returns, but they’re also 38 percent less likely to be satisfied when they do, according to a new survey by a tax software vendor.

focused on what pushes consumers towards tax-prep diy software technology solutions, the study of more than 500 taxpayers across the u.s. shows broad opportunities for accounting professionals.

read more →

what’s your negotiating style?

by

businesspeople having a meeting over coffee sitting together at a table discussing a document, young man and two middle-aged women presentthe meeting is the goal.

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

we all have our own styles. many have different styles for different things. over the years i’ve developed an individual style for negotiating on behalf of clients that i have been very successful with, which i am sharing with you now.

more: why tax time is the best time to get new business | problem clients | when pushing the pencil pays off | when to say no to pro bono work | i used to hate quickbooks
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

when entering a negotiation, it is very important to have clients clearly articulate their thoughts about what they want. this takes time and patience, along with some prodding and challenging. but if it’s done right, clients will be clear about what they want.
read more →

why tax time is the best time to get new business

by

businesswoman talking on phonesometimes it’s as easy as being available.

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

tax season has always been the best time of the year for me to get new business.

more: problem clients | how to make your own opportunities | large clients we landed from quickbooks consulting | 26 value-added benefits clients need to know | some mistakes i made | growing with a client
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the reason is that there is much less competition.

i never turn down an opportunity to get new business, whether it is tax work, audits, consultations or special assignments. tax season notwithstanding, i am always available to meet with someone who needs an accountant.
read more →

problem clients

by

portrait of an angry man yelling on the phonesome people’s money isn’t worth the cost.

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

i have been very fortunate to have really nice clients that i liked working with and for, but i have had some clunkers.

more: how to make your own opportunities | becoming a ‘media star’ | why we ‘kill’ to get partnership returns out quickly | start with the cash | why a break-even analysis matters | staffers need to speak up with clients | bored by cpe? you’re missing out! | roger is my only client
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

during my career i have dropped very few clients and in retrospect i dropped four clients that were “phone stalkers.”
read more →