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
