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CLIENT SERVICE OPPORTUNITIES

Why You Need a Specialization

man holding pen touching the word "specialization" floating in air with symbols

The five types you have to choose from.

By Ed Mendlowitz
Call Me Before You Do Anything: The Art of Accounting

I was not a specialist. In some respects, I am the last of the “expert generalists” and generalists are fast becoming extinct.

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In this age of specialization and niche expertise, being a generalist is a negative to most people, indicating a lack of competency in their area. I tend to think of the old general practitioner physicians versus the modern-day specialists. No one looks at the whole patient.
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BUSY SEASON MANAGEMENT

Tell Your Tax Clients about These 40 Other Services

Woman and man shaking hands across a desk

BONUS: A checklist to use for additional client services.

By Ed Mendlowitz
Tax Season Opportunity Guide

The following listing can give you ideas of additional services clients might need.

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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!

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CLIENT SERVICE OPPORTUNITIES

How to Choose a Specialty

Woman's hand pressing words "ASK AN EXPERT"

Considerations that might not have occurred to you.

By Ed Mendlowitz
Call Me Before You Do Anything: The Art of Accounting

Once you decide upon a specialization, you need to go about making yourself an expert. Read, join professional associations, take focused CPE, and try to write articles or give speeches. Accountants who are industry experts become industry thought leaders.

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Some specialties require obtaining designations or certificates of completion that require study and time – an investment you and the firm would have to make. There is no easy path to growing and establishing expertise, but it is a joyful ride.
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PRO Member Exclusive

Pssst! Remember These Nine Tax Season Resources

Happy family of four outdoors in winter clothing on snow

You can’t afford to take them 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.

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But there are more. And they are often overlooked. Or taken for granted. Here are some more resources that need to be managed:
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MANAGEMENT

Why MAP Programs Are Worth Your Time

woman speaking to handheld microphone in room full of people

There’s more than CPE to consider.

By Ed Mendlowitz
Call Me Before You Do Anything: The Art of Accounting

I attend Management of Accounting Practice (MAP) CPE programs. In many instances these do not qualify toward the mandatory CPE requirements. Who cares?

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I go because I want to make more money, work more effectively, service clients better, excite and retain staff, and have more fun doing what I love to do and have to do anyway.
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