Change Your Thinking About ‘Small’ Clients

Ed Mendlowitz CPA The Practice Doctor Q and ABONUS CHECKLIST: 11 services that should be part of every “CFO” engagement.

By Ed Mendlowitz
The CPA Trendlines Practice Doctor

QUESTION: I have many small business clients and can’t seem to get larger clients. Any suggestions?

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ANSWER: When I started, we called the work we did for small clients “writeups.” At some point, write-ups were an embarrassment and we stopped calling them that – we said we handled family businesses.