Two Questions to Ask Yourself – Before Clients or Staff Do
Plus some suggested answers.
By Ed Mendlowitz
Tax Season Opportunity Guide
Here are two questions to ask yourself:
- Why should clients use you?
- Why should staff want to work for you?
Plus some suggested answers.
By Ed Mendlowitz
Tax Season Opportunity Guide
Here are two questions to ask yourself:
A handy reviewer’s checklist for business tax returns.
By Ed Mendlowitz
Tax Season Opportunity Guide
Nine vital contributors you might be taking for granted.
By Ed Mendlowitz
Tax Season Opportunity Guide
We have many resources and need to recognize that. And we need to treat each with its own importance. Even if you did everything yourself, you’d still need to rely on your tax software company, FedEx and the Postal Service, stationery supplier, computer consultant, the Internet and email, cell phone provider and copier/scanner machine. And that’s just a few of the resources we rely on. Managing your resources well creates an aura of security and consistency to your practice.
MORE ON TAX SEASON: 40 Other Services Your Tax Clients Should Know About | 21 Reasons Why Tax Clients Switch Firms | Top 12 Tax Return Preparation Errors | Eliminate Tax Season Excuses | Be Happy with Your Tax Practice | 8 Ways to Delight Tax Season Clients | Here’s Your New Tax Season Marketing Plan | Consistency Simplifies Tax Season
But there more. And they are often overlooked. Or taken for granted. Here are some more resources that need to be managed:
READ MORE →
BONUS: Checklist for considering additional client services.
By Ed Mendlowitz
Tax Season Opportunity Guide
The following listing can give you ideas of additional services clients might need.
This list is not complete, but it is a good start for you to start thinking about what types of additional services you can offer to your clients!
Fix them while you have the chance.
By Ed Mendlowitz
Tax Season Opportunity Guide
Clients have many choices, including the choice of a tax preparer. Every new client an accountant gets is because that client left – fired – their previous accountant.
Following is a listing of major reasons why clients switch accountants:
Management can’t be left to others. (Drat!)
By Robert J. Lees, August J. Aquila and Derek Klyhn
Creating the Effective Partnership
Regardless of their ownership structure, most firms either operate as partnerships or would prefer to operate as partnerships.
MORE ON LEADERSHIP FOR PRO Members: 8 Ways Leaders Destroy Firms | The 4 Best Ways to Use Your Senior Partners | 11 Steps to Building a Better Partnership Team | 6 Things Leaders Must Do | How to Build a Growth-Centric Pricing Strategy | How to Combine Two Firms after Merger: Carefully
The tensions between being a business and the loss of the values and ethics of being a partnership feature strongly in our research.
READ MORE →
The good news: they’re preventable.
By Ed Mendlowitz
Tax Season Opportunity Guide
Here are the top 12 tax return preparation errors:
Or, 10 things not to say.
By Ed Mendlowitz
Tax Season Opportunity Guide