BONUS 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?
MORE PRACTICE DOCTOR Q&A: It’s Not Sales. It’s Your Duty | 7 Ways to Lose a Client’s Trust | 6 Ways to Take a Client Beyond Tax Prep | 10 Do’s and Don’ts for Making Small Business Clients Happy | 14 Ways to Switch to Value Pricing | Pricing, Billing, Costing: Don’t Blame Clients
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.