3 Rules for Asking Great Tax-Return Questions
Preserve your sanity, amaze your clients.
Frank Stitely, CPA, CVA
Service
Why Your Clients Need Annual Minutes – And How You Can Help
BONUS CHECKLIST: 34 items for corporate or organization minutes.
By Ed Mendlowitz
The CPA Trendlines Practice Doctor
25 Things Customers Love
The best strategies from the best companies. By Arnold Sanow arnoldsanow.com In today’s fast-changing and competitive environment, excellent customer service is not only nice but essential for success. In fact, the only way to differentiate yourself and to become less … Continued
Enhancing Client Financial Health through Collaborative Services
Clients benefit when CPAs and investment advisors work together. By Martin E. Levine, ChFC, CPA, MBA 4Thought Financial Group, Inc. Even if the client isn’t always right, helping clients understand and make the best financial decisions is … Continued
Will Obamacare Penalties Kill Your Small Business Clients?
Fines run $100 per day, per employee. By Stephen L. Nelson, CPA and Elizabeth C. Nelson, CPA Small Business and the Affordable Care Act By now, many of your small business clients understand they don’t have to provide employees with health … Continued
It’s Not Sales. It’s Your Duty
How to suggest additional services to clients and why you’re doing them a disservice if you don’t. By Ed Mendlowitz The CPA Trendlines Practice Doctor QUESTION: I always feel awkward telling clients they need additional services that I should perform … Continued
7 Ways to Lose a Client’s Trust
Are you about to do any of these? Is it worth it? By Ed Mendlowitz The CPA Trendlines Practice Doctor QUESTION: I believe I have a very high degree of client trust. But somehow I feel it is not 100 … Continued
Are You a Passionate Accountant?
Take this quiz to see whether you’re phoning it in. Do you seek out opportunities to learn new things that will help your clients overcome their most difficult challenges? Selling value-creation advisory services is truly a slam dunk with most … Continued
The Real Reasons Small Businesses Love Their Accountants [INFOGRAPHIC]
Accountants relieve their worst headaches. CPA Trendlines sources are reporting on how much time and money small businesses spend each year on accounting and tax preparation and each month on payroll administration. The data should support practitioners’ value proposition to … Continued
What Goes in a Client’s Permanent File?
We’ve found at least 50 items. What would you add? By Ed Mendlowitz The CPA Trendlines Practice Doctor QUESTION: What type of information should be kept in, or as, permanent files? RESPONSE: A permanent file should be maintained for each … Continued
4 Quick and Easy Ways to Build Client Relationships this Tax Season
Use these busy days to get to know your clients better. With a few quick questions, every client meeting can turn into a new relationship-building opportunity. Ask how the firm is doing as a whole to assess satisfaction. Ask some … Continued
