client service opportunities

what consulting is

by

businesswoman in a meeting with a male colleague smiling at him as they sit at a table discussing paperwork over coffeefirst you have to master the basics.

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

there are three broad types of work cpas do – financial reporting attestation and support, tax compliance and planning, and management advisory or consulting services.

more: make obsessed leadership work for you | roger is my only client | blown loan covenants and how to recover from them | beyond the numbers: be a friend | perception becomes reality | the making of a consultant
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the consulting part could be described as anything a cpa does that doesn’t fall into the first two categories. good accountants use all their skills all the time, but consulting could be said to be actually applying all their skills to a specific problem to present possible solutions.
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make obsessed leadership work for you

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serious-looking businessman in front of empty conference roomthen spread it to your clients.

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

i spend a lot of time with clients and i believe i have identified the one quality that most of my successful clients have – it is obsession.

more: roger is my only client | mendlowitz: why my firm merged with ws+b | a long time ago, at a cpa firm far, far away … | when discounts don’t work | call me before you do anything
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they have many qualities, but obsession is universal among them.
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the client of the future

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the five mega-trends that will make or break your “firm of the future.”

by hitendra patil
accountaneur

your client of the future will be vastly different from your client of now. you won’t have a firm of the future without understanding the new breed of client.

more accountaneur: the rise of the robot accountant: opportunity or threat?  |  six never-before opportunities for the accounting profession  |  urgently required: a new definition of accounting  |  卡塔尔世界杯常规比赛时间 author named top 10 to follow on social media in 2018  |  you cannot prove your value  |  certified blockchain accountant: from cpa to cba  |  who wants to be a comptometrist?  |  blockchain: questions are the answer  |  the 7 experiences millennials want from your firm  |  is blockchain an extinction event for accountants?  |  is blockchain a cloud killer?  |  22 ways blockchain will change the accounting profession forever  |

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like most accountants, you probably have faith that numbers tell a story. so, let’s look at some numbers and seven mega-trends that can help you get clarity about your client of the future. read more →

how to talk to clients about ‘basis’

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woman and man working with calculator“step-ups” ease the burden of capital gains.

by barry j. friedman, cpa
industrynewsletters

basis seems like a simple concept, but as with so many tax issues, it can become complicated quickly when you try to explain it to clients.

more: percentage-withholding for clients | new salt deduction limit: what clients need to know | passwords: how to beat the hackers | supreme court wayfair ruling sows confusion – and opportunity
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this is especially true after the tcja. read more →