leadership

the six types of “impossible” clients

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not that there aren’t others.

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

as a cpa, i deal with many types of clients’ personalities. if i chose only one type, i would not have had much of a practice. and i doubt i would have found that one perfect type too many times. i have been very fortunate to have really nice and very smart people as clients.

more: 50 ways to make more money in busy season | 14 simple, easy tips for a better tax season | how to recoup staff training costs | 10 ways to stay in control | advice to new accountants | clients don’t lose sleep for overpaying taxes | when time-based pricing works
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

i believe entrepreneurs are the most stimulating people to work with. however, this doesn’t mean they don’t have peculiarities and that this sometimes makes them difficult to deal with – sometimes, but fortunately not most of the time.

here are six examples of types i had to put up with and had to learn to overlook some of the unfortunate traits.
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the 17 rules for making partner at a cpa firm

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checklist: it’s a big job, after all.

by marc rosenberg
the rosenberg practice management library

we’ve all heard the names given to various generations of people over the past century. the lost generation. the greatest (wwii) generation. the silent generation. baby boomers. gen x. millennials. gen z. though i don’t know of any studies on this, i’m quite sure that every generation of cpa firm ownership has complained – bitterly – about the younger generation.

more: who shouldn’t be a partner? | nine reasons people are promoted to partner | how to make partner?
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baby boomers and gen xers love to complain that today’s staff don’t want to be partners. they cite this as a major reason why it’s so difficult to bring in new partners.
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five common negotiating mistakes

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three people speaking by videoconferenceyou’re after success, not a “win.”

by steven e. sacks
the new fundamentals

we enter into negotiations every day without realizing it, whether it is on a professional or personal basis. irrespective of whether it is a contractual transaction between a company and vendor or if a husband and wife are deciding on which couch to buy, each side is seeking to gain something. neither side may get everything it wants because an all-or-nothing-at-all approach will be a barrier to making any progress.

more: courtesy still matters | business is about relationships | can a cpa firm be different in a changing market? | a rapidly changing business environment requires flexibility | another meeting?!?! … sigh | organizational trust: top-down and bottom-up | how can change management really produce change? | trust: one building block of success
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negotiating involves getting and keeping agreements that work for all parties. you can reach an agreement but the issue is whether you can maintain the agreement and the relationship built around it. both sides need to have a sense of “victory” or at the very least, feel they have not lost, because if this should occur then further conflict will result.
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employee demands a raise she doesn’t deserve

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hands tear money isolated on white backgroundhow to decide when to let people walk.

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

question: i have a longtime employee who asked me for a 33 percent salary increase, or she said she would have to explore options. how do you suggest i handle this?

more: but i am managing! | make more money starting now | the wrong way to look for staff | strategic planning for the small firm | before you sell your practice | work the client needs … but won’t pay for | tossing timesheets is just the start
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

additional information: she works five-hour days every day and is paid by the hour. she gives me no added time during tax season. she also gets paid for an extra six days – which is for half of the firm’s allowed holidays – and for eight days for combined sick, vacation and personal days, and i pay her for half of her required cpe time (payment for 20 hours) and all the registration costs.
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courtesy still matters

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business people laughing at lunch in a cafe outdoorswhy aren’t you more successful? make sure this isn’t the reason.

by steven e. sacks
the new fundamentals

technology has overtaken the traditional forms of communication that include face-to-face interaction, telephone conversations and of course, the handwritten or typed note slipped into an envelope, affixed with a stamp and dropped in the mailbox.

more: business is about relationships | reaching for authenticity in client service | deadlines? ha! don’t make me laugh | organizational change starts and ends with people | busyness isn’t the same as productivity | staff orientation: a little investment goes a long way
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

but wait. how can professionals succeed if the situation calls for in-person interaction if they have not been given the necessary training in the art of a conversation? whether you are involved in a job interview or entertaining a potential client over a meal, how you exercise the appropriate behavior will determine whether a relationship is forged or tossed on the pile of failed results.
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