when clients want to sell

sometimes the tough part is getting the information.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

question: i received this email from an accountant:

more: don’t like checklists? find a new job. | five ways to get staff to own their work | writing a reference? here’s how | 44 key attributes for assessing staffers | make cpe worth your while | what to do with a lousy client?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

ed, we have a client in princeton, new jersey, who owns a weekly newspaper who is looking to sell. wondering if there is a client in your firm who may be interested in buying, just a thought. read more →

family trees of clients

//m.g005e.com/?p=77973have you taken the time to trace your referrals?

by ed mendlowitz
call me before you do anything: the art of accounting

for those of us in public accounting, there is a continual need to get new clients. many times we look beyond what we have for the “new” when the growth is there for the taking.

more: the 10 best movie accountants | why accountants quit | when siblings battle over the family business | how bickering can ruin a family business | the six types of “impossible” clients | you’re not just taxes | granting unconventional request pays off | 20 best practices for staff training and retention
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

one of the most important ways a practice can grow is for existing clients to recommend new clients. i have always valued such referral sources, and this value surpasses the fees they pay us. they look out for us and help us grow – i owe them!
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when the last accountant was truly incompetent

not just bad, but malpractice-level wrong.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

question: i was asked to consult with a client selling his business and provided a fixed-fee estimate for the project. the fee was layered based upon how the project progresses.

more: don’t like checklists? find a new job. | five ways to get staff to own their work | writing a reference? here’s how | 44 key attributes for assessing staffers | make cpe worth your while | what to do with a lousy client? | but i am managing! | how to run a practice in 90 pages | how improv can help accountants | four tips for new partners | an alternative to pro bono
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

i am usually pretty good at estimating what these things cost, also considering that the accountant might not have done too good of a job and some minor fixing up is needed.  however, in this situation the reports the accountant prepared were totally wrong and needed massive changes. how should i handle this?
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preparing for the worst (thanks to my wife)

get the free practice-continuation toolkit.


by ed mendlowitz

one morning, my wife and i were having breakfast, and she asked me, “what do i do if you and peter get killed?”

download: practice continuation in event of a death or disability sample agreement and letter of instruction,  prepared by ed mendlowitz

this was a friday, and peter weitsen and i were flying together on sunday to a conference in palm springs. my response to these questions was typical: “don’t bother me. nothing will happen!”
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don’t like checklists? find a new job.

green checks being made on checklistyup, we have a checklist for that.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

question: one of my managers does not use the checklists and i need to go over all his work and sometimes go to the client to make sure they are done right.

more: five ways to get staff to own their work | profit sharing for a staffer? | titles can make people happier | reasons to drop your book of business | are you marketing for 2022 yet?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

what can i do to get him to fill out the checklists?
read more →