Here’s what you’re looking for: Edward Mendlowitz

ADVISORY & CONSULTING

77 No-Brainer Opportunities in Small Business Advisory

The Checklist of Checklists Quick-Start Guide

man in glasses looking at document held by woman

You can take action starting today.

By Ed Mendlowitz
77 Ways to Wow!

This list is a guide to jog additional thought about a client’s business. I have done all of these, and, at some point, I started making a list to help me remember. I also used it to help staff choose a few items each time they performed services for a client as a value-added benefit to the client.

MORE by Ed Mendlowitz
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

 

The listing can also be used a guide for a separate engagement. Either way, the emphasis should be to provide information to the client about their business that the client does not already consider, focus in on or know about.
READ MORE →

ADVISORY & CONSULTING

How Siblings Can Derail a Family Business

hands holding rope in tug of war

Succession plans can be tricky …  for the advisor.

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

Someone has to be the boss. When the founder is active, he or she is usually the boss. But what about parents who step aside to have their children run the business? Particularly where there is more than one child working in the business?

MORE by Ed Mendlowitz
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

 

I’ve seen some situations where two siblings can run the business as equals. And then, there are other situations where they can’t. What do you do?

READ MORE →

MARKETING & SALES

Ten Tax Issues That Add New Revenue

Plus four “how much” questions you can put numbers to.

By Ed Mendlowitz
How to Build a Stronger Tax Practice

As you see each tax prep client you should keep a list of additional services you can offer them. Also, continue this list when you review each return.

MORE by Ed Mendlowitz
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

I prepare a list of follow-up items during a tax season on my Microsoft Outlook task list. These items are entered as the issue or idea arises. It is simple, quick and very satisfying. The next job will be to make the time to follow up with the client, and do your “good deed.”
READ MORE →

CLIENT SERVICE OPPORTUNITIES

Why CPAs Leave to Work for a Client

Money tree growing in the middle of green meadow

Is that grass really greener?

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

I know many CPAs who left public accountancy to take a “better” job. For many of them this was a mistake. For some it worked out, so if you are one of the lucky few, you can stop reading what I have to say.

MORE by Ed Mendlowitz
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

 

There are basically three types of companies the accountant could work for – a small client that does not have an in-house controller or CFO, one whose controller will be replaced by the departing CPA, or a large company that has an entire accounting staff already in place. Let’s talk about working for the small companies that do not have a controller.
READ MORE →