3 Rules for Asking Great Tax-Return Questions
Preserve your sanity, amaze your clients.
Frank Stitely, CPA, CVA
Preserve your sanity, amaze your clients.
Frank Stitely, CPA, CVA
BONUS CHECKLIST: 34 items for corporate or organization minutes.
By Ed Mendlowitz
The CPA Trendlines Practice Doctor
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
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
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
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
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
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
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
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
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
Try these 6 ideas to stop losing business to competitors. By Sandi Smith Leyva The Accountant’s Accelerator It’s rare that I lose business to competitors, and it’s also not an accident. If you are losing business to your competitors, here … Continued
“Never tell them the hours…”