how to offer conflict resolution

smiling woman across the table from a couple it’s just another form of reconciliation.

by ed mendlowitz

this service puts the accountant in the role of a mediator attempting to resolve conflicts.

more on marketing: second opinions: an old service under a new label | elder care: not sexy, but vital | how to guide clients through divorce | help clients manage their investments | help heirs with tax issues | every client can use financial planning
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the accountant also serves as a facilitator to move things along to accomplish stated goals regarding financial issues.
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eight tasks to delegate today

superhero businesswoman wearing shadow cape

some work belongs in other hands.

by penny breslin
it’s not just the numbers

a firm we worked with in philadelphia has a dedicated administrative assistant for their teams.

more: build your team, then choose your clients | advisory services done your way | yes, you can be an outsourcer | how back office support adds value | ai is not your enemy
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she is not a bookkeeper. however, she is very organized and a dedicated team player. after she had been doing it for a while, i asked her what she now saw her function to be.

her answer is: read more →

what clients don’t know about cost variances

you want the best information possible.

by ed mendlowitz
77 ways to wow!

when we discuss estimates – trailing amounts based on previous transactions and costs, it is important to have the amounts as accurate as possible to reduce the variances, but they will exist.

more: why and how to track payroll costs | how to account for materials purchased | ten strategies for smart a/r collections | where is your firm in its lifecycle? | six kinds of loan covenants | what’s more profitable, raising or lowering prices?insurance you might not know you need | solos need plans for death, disability | you don’t need this, but your survivors do
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the estimated costs will be measured at the end of a period, i.e., week, month, quarter or year, and the reasons should be investigated and reconciled.

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you only have four strategies

businessman turning compass labeled "strategy" like a steering wheel

look at your service offering like a stock portfolio. any losers?

by august j. aquila
price it right: how to value accounting servic

can you ever spend too much time thinking strategically about your accounting and consulting practice? if you are like most professionals, you usually have outlined some goals. you know where you want to go.

more: one question to guide your growth plans | five rules for a marketing orientation | the damage that traditional fee methods do | four ways to prepare for new business development | ten keys to marketing success
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the real question you must ask is this: “do you know the best way to get there?” in other words, “what’s your strategy?”
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second opinions: an old service under a new label

two people sitting across from each other at a deskbonus: a sample engagement letter.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

second opinions are just that – an outside look at a client’s business or personal situation.

more on marketing: elder care: not sexy, but vital | get your clients talking about retirement | how to assist investment clubs | when clients remarry | seven questions to suggest estate planning | four reasons to perform tax projections
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we used to call them second opinions and promoted them as such. we no longer do that, but offer this as a separate and distinct service or product such as we do for performance measurement services. we feel that the difference is how the service is marketed, not how it is performed for the client.
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