CLIENT SERVICE OPPORTUNITIES

When a Graph Made All the Difference

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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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Why You Need a Specialization

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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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How to Choose a Specialty

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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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Brainstorm for Your Clients

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four people talking in office

What helps one might help others.

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

We all use the cliché that we give the clients the best we got, but what does it really mean?

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I’ve written about value-added services and efforts we can do on behalf of our clients, but here is a different approach I have used.
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Three Steps to Better Client Communication

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What can you anticipate and prepare for?

By Jody Grunden
Building the Virtual CFO Firm in the Cloud

Clients desire transparency. Being transparent with clients and having open, honest communication with them helps build really strong, healthy working relationships. It’s never been so important for us to have open communication channels with our clients at all times no matter what form of communication is being utilized.

MORE by Jody Grunden
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In some organizations, people hide behind their computers if they feel too busy or if they don’t want to face the client because they aren’t able to meet a deadline. We, on the other hand, make it a priority to be available to our clients at all times.
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