client service opportunities

it starts with clients. of course.

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

i reached a stage in my career when i thought it was important to write articles. i wrote quite a few and sent them to editors, only to have them rejected. the nice ones wrote back rejections. the not-so-nice never bothered to respond at all.

more: don’t pass up opportunities | when to say no to pro bono work | i used to hate quickbooks | things change | how to be ’the other guy’s accountant’ | why we ‘kill’ to get partnership returns out quickly | becoming an expert in irs collections | high cpa fees should be a client’s goal | how hidden bias taints results
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i even had articles typed multiple times to send “originals” to various publications at the same time to no avail. at some point, i gave up but decided to write tax letters to clients.
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are you ready to say yes?

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

i certainly have been fortunate in my career to become involved in a wide range of activities including interesting clients, great staff and partners, appearing on television, writing articles and books and presenting speeches. people always ask me what i did to get started. my answer is simple: “i never passed up an opportunity that came my way.”

more: when to say no to pro bono work | large clients we landed from quickbooks consulting | 26 value-added benefits clients need to know | how an out-of-work tax preparer ‘saved’ our lives | i always want to be ’the other guy’s accountant’
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i have seen many accountants and others pass by – literally kicking aside – opportunities immediately in their path, and then they wonder when they will get their “big break.” what a shame for them.
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know what you don’t know.

by barry j. friedman, cpa
industrynewsletters

an executor of a will carries out the last wishes of someone close who has died. the executor ensures that the rules that govern the administration of a probate estate are followed.

more: three steps to giving a raise | seven changes in the new taxpayer first act clients need to know | alternative minimum tax: what’s it like today? | 6 key facts about excise taxes | gifts to charity: 6 facts about written acknowledgments | yes, home equity loans may still be deductible
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here are three key tasks of the executor job:
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some people can afford to pay for your efforts – and should.

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

i just finished reading john grisham’s novel “gray mountain,” about a young attorney working in a legal aid clinic. at one point she is asked to prepare a will for a woman with property worth about $200,000. this reminded me of some pro bono work i have been asked to do for people who could clearly afford it, and that caused resentment by me.

more: large clients we landed from quickbooks consulting | why we train on excel, word and adobe | stop pricing by the hour | getting by giving back | some mistakes i made | growing with a client | getting a referral from an adversary | start with the cash | why a break-even analysis matters
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i have done my share of real pro bono work and was glad to do it. it left me satisfied that i was able to help someone. but for those who could afford it, i felt like a sap.
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