tax

or target the source of your discontentment.

by ed mendlowitz
tax season opportunity guide

successful people are happy with their practices and what they do and get joy from interacting and helping clients.  i know a lot of accountants who continuously complain about tax season – yet they make most of their money during the period.

more on tax season: 10 questions every reviewer should be able to answer | 16 qualities of a good tax season client | 8 ways to delight tax season clients | 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

do they expect someone to knock on their door with a wheelbarrow of money to hand them? if they are financially secure, why do they keep working? if they are not, then, duh! either do it or find something else, but stop complaining. better yet, look at all the benefits from what you do (if you need me to tell you the benefits then find something else to do).
read more →

we need each other. make the relationship a good one.

by ed mendlowitz
tax season opportunity guide

clients are our customers who pay our salaries and present us with stimulating opportunities allowing us to grow.

more on tax season: 8 ways to delight tax season clients | small tax season leaks can cause great damage | 5 ways thorough beats sloppy in tax season | when ‘quick and easy’ tax season research isn’t

there is no such thing as a bad or nuisance client – although there are clients who sometimes do bad or nuisance things.
read more →

bonus 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.

read more →