growth strategies

staff may surprise you with leadership

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two happy businessmen looking at digital tablet at desk in office3 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
goprocpa.comexclusively 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.
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help clients see the big picture

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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.

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the top five reasons tax clients go diy

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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.

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what’s your negotiating style?

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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.
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why tax time is the best time to get new business

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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.
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problem clients

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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.”
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‘high times’ at aicpa

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click here for the full report (pdf)

aicpa embraces opportunities and warns of risks.

by 卡塔尔世界杯常规比赛时间
the cannabis cpa

not long ago, the last thing you’d expect to see on the cover of an aicpa report would be images of marijuana leaves and cash, along with a rather edgy headline: “marijuana and forensic accounting—high time for cpas?”

more on cannabis: 5 do’s and don’ts of marketing yourself as a cannabis accountant  |  cannabis: thc vs. cbd critical differences  |  cpa cathro goes 90% cannabiz in the bay state  |  cannabis cpa readies for when maine ‘goes recreational’  |  new to cannabis? maybe a joint venture is an answer  |  formulating new guidance for cannabis clients  |  integrity wins in cannabis accounting  |  cannabiz meets intellectual property protection |  more > > >

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the quarterly “aicpa forensic and valuation services” report is dedicated exclusively to the provision of services to businesses committing a federal felony, though at the state level, it’s not a crime…it’s an opportunity.

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how to make your own opportunities

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take the first steps and ed will help with the rest. really!

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

i have been fortunate to have opportunities that helped me grow and have a great fun-filled career.

more: becoming a ‘media star’ | when to say no to pro bono work | i used to hate quickbooks | learning from lee iacocca et al. | i lost a client to an accounting firm with cheaper fees | how i saved a business | the staffer who was too smart
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the key was that i did not pass up opportunities that i stumbled on as they crossed my path. as payback i offered to assist many accountants in a like fashion and my regret is the lack of success in that regard. too few takers! here are some opportunities for you that i am willing to assist you in.
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becoming a ‘media star’

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tv studio with camera in foregroundbeing helpful comes full circle.

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

after i began writing regularly for financial and business publications like boardroom reports and my firm’s own newsletter, that opened many doors, but the opportunities needed to be actively pursued.

more: when pushing the pencil pays off | 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’
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

an associate producer of a local news program who was a friend of a client once called to ask if i could help her come up with some questions an on-air reporter could ask the tax expert who was going to be interviewed. i spent almost an hour helping her when she remarked how knowledgeable i seemed. she wondered if i would like to be interviewed instead of the person they had in mind.
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when pushing the pencil pays off

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man writing in notebook at deskhow i became an accidental author.

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

i’ve written about publishing a firm newsletter and the opportunities it opened for me. however, i really became a published author when i met martin edelston, the founder of boardroom reports and bottom line/personal.

more: how i became a published author | don’t pass up opportunities | when to say no to pro bono work | i used to hate quickbooks | things change | why we ‘kill’ to get partnership returns out quickly | getting a referral from an adversary
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

about two years after we started the s&m newsletter, marty was publishing boardroom reports and was shown one of our newsletters and called asking if he could meet me. before we met i picked up a bunch of his boardroom reports publications to get an idea of what was included and the style.
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how i became a published author

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businessman writing on paperit 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
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

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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