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Why CPAs Quit Public Accounting

Midsection of businessman moving out with cardboard box from office

Ten reasons, including bosses.

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

As I have written about CPAs who leave public accounting, there has been widespread interest. There is a lot more to say so I’ll address many of those questions.

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General Comment

Generally speaking, many bosses do not listen to staff concerns. At many firms, there is a lack of serious mentoring and little help for staff people in managing their careers. In many practices, there is an appearance of a lack of growth, or if there is growth, then staff people are often left behind. In most instances, these problems are exacerbated by staff people not being clear about what they want. They are hesitant to speak up, share their concerns with their bosses or venture beyond their comfort zone. Both are culpable, but I place greater blame on the bosses, who should know better.
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MANAGEMENT

Shirt Logos, Surveys and Bears, Oh My

Marketing encompasses many things.

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

I like to wear shirts with my firm’s logo. We have an arrangement with Land’s End where we can order what we want from their catalog and have the Withum logo applied. It is a very easy process.

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When I had my own firm we let staff freely choose what they wanted from the Land’s End catalog, and we ordered it for them. It shows pride in the firm, is a walking billboard advertising your firm, and presents an appearance of a “together” firm. READ MORE →

MARKETING & SALES

It’s Time to Start Marketing for Next Tax Season

Your ideas are fresh now.

By Ed Mendlowitz
Tax Season Opportunity Guide

Marketing takes many forms. Further, many accountants are not trained in marketing. I also know that while most CPAs want more business, they are too busy with what they have to be actively seeking new business. Additionally, marketing can be external, internal or retentive.

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External is where new clients are solicited. That takes effort, ingenuity, time and maybe even some money.
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CLIENT SERVICE OPPORTUNITIES

When a Graph Made All the Difference

Businessman holding word "success" and upward arrow in hands

A family member gets the credit he’s due.

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

I have a client who owns considerable real estate that her son manages. The son actually does a very good job maintaining the property, growing rents and keeping vacancies to a minimum.

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My client’s husband was the builder and driving force behind this mini empire, but he passed on a few years ago. He was a dynamic self-made person who amassed quite a fortune and turned over daily operations to his son about 10 years before he died to spend considerable time golfing and traveling.
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BUSY SEASON MANAGEMENT

Eight Tips for Delighting Tax Clients

Portrait of a mature businesswoman giving a binder

Do they feel important?

By Ed Mendlowitz
Tax Season Opportunity Guide

Clients are our customers. They pay our salary and enable us to make good livings. Do what you can to accommodate them and make them feel important – as important as they believe they are.

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Also be user-friendly – do not make it difficult to work with you. Clients don’t know how smart we are. They think we are great, but they measure us by the small things – the good and bad.
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