client service opportunities

how to assist investment clubs

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hands raising wine glasses to toastconsider the contacts you’re making.

by ed mendlowitz
how to build a stronger tax practice

investment clubs are a social activity where people of similar backgrounds or interests

  • get together,
  • contribute funds in a periodic manner and
  • research and discuss suitable investments for the group.

more on marketing: help clients with basic budgeting | help clients manage their investments | when clients remarry | questions for after tax season | help heirs with tax issues | seven questions to suggest estate planning | 28 data points for a financial planning discussion | every client can use financial planning | four reasons to perform tax projections | four additional services to suggest
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

investment clubs invest the money collectively and maintain a single brokerage account with separate records kept within the club.
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help clients with basic budgeting

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couple meeting with investment advisor.some of them might need a reality check. use these worksheets.

by ed mendlowitz
how to build a stronger tax practice

assisting clients who need help with their spending is a valuable service.

more on marketing: help clients manage their investments | when clients remarry | seven questions to suggest estate planning | four reasons to perform tax projections
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

clients indicating they are high in debt and particularly credit card debt need help. following are some worksheets you can use to assist clients.
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get clients to bring tax docs early … yes, early

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the secret? humor, sarcasm and shame.

by frank stitely
the relentless cpa

there are easy ways to get clients to do what we need them to do. in our office, we call the process “training” clients. one of our biggest headaches is the late delivery of tax materials. so, we train our clients to bring their tax documents in early.

more: you train your clients, whether you mean to or not | train your clients before they train you | why time tracking still matters | business owners face one of three exits | don’t let clients dictate tax workflow | make fewer mistakes, increase revenue and capacity | how small firms can win the talent wars | easy ways to avoid ‘done but’ tax returns | six ways to create a millennial-friendly firm | do you know your turnaround time?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

we accomplish this through a series of e-blasts explaining our deadlines. the e-blasts start in december, and we call them “countdown to tax season.” they cover much more than our deadlines for clients to provide business and personal income tax returns documents.

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help clients manage their investments

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piggy bank with word "investment"you may not have the expertise, but you likely know someone who does.

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

investment allocation construction is a valuable service that helps a client get a perspective on their investments, their projected assets, the current and prospective cash flow from the investments and measures this against the client’s individual risk tolerance and broad long-range goals.

more on marketing: when clients remarry | questions for after tax season | 28 data points for a financial planning discussion | four reasons to perform tax projections | four additional services to suggest
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

many times the client has to be “taught” basic investment principles, techniques and vehicles and have these related to what might be best for the client. then a portfolio model has to be constructed that will provide the right degree of risk with the feelings of security the client needs.
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you train your clients, whether you mean to or not

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if you schedule it, they will come. so … stop that now.

by frank stitely
the relentless cpa

as we all know, there is a definite cost involved in not training clients. let’s look at the training that’s occurring, whether you know it or not. it actually all boils down to timing.

more: train your clients before they train you | why time tracking still matters | business owners face one of three exits | make fewer mistakes, increase revenue and capacity | how small firms can win the talent wars | six ways to create a millennial-friendly firm | do you know your turnaround time?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

here is an example of my stupidity.

i met with a client who was a software company executive. he had been a client for a dozen years, and people don’t get much smarter than he is. he drove from alexandria, virginia, to chantilly, virginia, every year. the drive is 20 miles and might seem like a 30-minute trip, but in northern virginia, it’s more like an hour.
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