season

8 ways to delight tax season clients

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portrait of a mature businesswoman giving a binderdo you make them feel important?

by ed mendlowitz
tax season opportunity guide

clients are our customers. they pay our salary and enable us to make good livings. do what you can to accommodate them and make them feel important – as important as they believe they are.

more on tax season: small tax season leaks can cause great damage | 5 ways thorough beats sloppy in tax season | here’s your new tax season marketing plan | 5 personal touches for tax season | 11 clear client instructions to make your tax season easier | how to get paid faster this tax season

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also be user-friendly – do not make it difficult to work with you. clients don’t know how smart we are. they think we are great, but they measure us by the small things – the good and bad.
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small tax season leaks can cause great damage

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tiny businessman standing on dripping faucetbonus checklist: 5 key points to keep in mind.

by ed mendlowitz
tax season opportunity guide

some people are micromanagers and anal with details. others are big-picture managers, letting details take care of themselves.  neither is completely effective and both disciplines need to be balanced.

more on tax season: 5 ways thorough beats sloppy in tax season | here’s your new tax season marketing plan | when ‘quick and easy’ tax season research isn’t | 5 personal touches for tax season | consistency simplifies tax season | 11 clear client instructions to make your tax season easier | 3 ways to build a tax season team | have fun this tax season | how to get paid faster this tax season

there is a time for details and a time for big-picture thinking. when setting up procedures and processes it is essential that all details be considered and planned for. once the process is set up, there should be brief but continuous monitoring. and then the big-picture thinking should take over – that is where you will make your money.

but you can’t get to the big picture ever if you are always immersed in the details. not setting up methods right at the beginning – or permitting a lack of adherence to them – will thwart any chance of growth and the success you can achieve.

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5 ways thorough beats sloppy in tax season

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businessmen miserable over errormake sure your staff feel the same way.

by ed mendlowitz
tax season opportunity guide

don’t be sloppy instead of thorough.

all work has to be reviewed. and clients and others look at it.

sloppy work is always evident and usually incomplete. thorough work is careful and usually complete.

more on tax season: here’s your new tax season marketing plan | when ‘quick and easy’ tax season research isn’t | 5 personal touches for tax season | consistency simplifies tax season | 11 clear client instructions to make your tax season easier | 3 ways to build a tax season team | how to get paid faster this tax season

thorough work takes longer when first being worked on, but review time is drastically reduced. further sloppy work takes longer to be reviewed and longer for the preparer to be acclimated with the file when picking it up to make changes.

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here’s your new tax season marketing plan

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arrow signs showing march through junenever too early to start planning for next year.

by ed mendlowitz
tax season opportunity guide

marketing takes many forms. further, many accountants are not trained in marketing. i also know that while most cpas want more business, they are too busy with what they have to be actively seeking new business. additionally, marketing can be external, internal or retentive.

more on tax season: when ‘quick and easy’ tax season research isn’t | 5 personal touches for tax season | consistency simplifies tax season | 11 clear client instructions to make your tax season easier | 3 ways to build a tax season team | have fun this tax season | how to get paid faster this tax season

external is where new clients are solicited. that takes effort, ingenuity, time and maybe even some money.

internal is where you sell additional services to existing clients. it takes little effort or time and no money – but some ingenuity.  read more →

when ‘quick and easy’ tax season research isn’t

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businessman is dialing phone for advicefour reasons not to let one question stop a tax return in its tracks.

by ed mendlowitz
tax season opportunity guide

i keep a few of the one-volume tax guides in my office so i could look up a quick answer when i need to. recently a golf buddy emailed me a question that i thought i could answer quickly. he wanted to know that if he was in the “zero” percent capital gains tax bracket, did that apply to an unlimited amount of capital gains? sounds like a simple question.

more on tax season: 5 personal touches for tax season | consistency simplifies tax season | 11 clear client instructions to make your tax season easier | 3 ways to build a tax season team | have fun this tax season | how to get paid faster this tax season

well i looked it up online and then in three one-volume tax guides. only one source had thorough coverage of the issue. i ended up spending an hour on this “simple” question including my emailed response. nothing is simple anymore.  read more →