client service opportunities

help heirs with tax issues

by

two women talkingthey may not see the possible tax ramifications, but you can.

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

inheritance advice and guidance is a valuable service for clients who have lost a loved one and are remembered in the will.

more on marketing: 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.

most times accountants are not the first ones clients call. usually the attorney is the first person and then a financial planner. we get involved after the fact to “record” the results of what was done on the tax return, or via a phone call asking about the taxation of what they either received or think they will receive.
read more →

seven questions to suggest estate planning

by

a woman hugs another woman, who is cryingbonus: sample asset distribution worksheet.

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

estate planning is a vital service for many clients who do not have a will or a current will, or who have a will but did not consider major estate planning techniques.

more on marketing: 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.

we have found that many clients with wills had them hurriedly prepared just before a trip or vacation and had very little planning guidance.
read more →

[survey] how trusted advisors transform businesses

by

join the survey. get the results.

be at the forefront of a business revolution.


discover today’s best strategies for advisory services
join the 10-minute survey. get the results.
launch the advisory services success survey here

donny shimamoto, cpa, citp, cgma
center for accounting transformation

imagine this: you’ve just started your dream business. the entrepreneurial fire is burning bright within you, and you’re filled with ambition, passion, and excitement. but then, reality hits, and you find yourself overwhelmed by the financial complexities, growing pains, and myriad questions that come with running a business. who do you turn to for help? who can you trust to lead you down the path of success?

more:  donny shimamoto: future firm growth requires a mindshift | ai, ocr, nlp & cpas: oh my!   |  accounting nerds, unlock your super powers  | early adopters gain an edge in audit | dustin wheeler: for serious cas success, hire tech teams | csr for cpas: the missing ingredient | donny shimamoto explains how ‘agile’ applies to cpa firms |  staff retention for remote workers | why the future is in risk advisory |  ready for non-cpa “cpa” firms?
goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

enter the trusted advisor – a new breed of accountant and cpa who does more than just crunch numbers and fill out tax forms. these advisors are game-changers, and they are redefining the way businesses operate and grow.

read more →

trends are all around us

by

are you using the knowledge in the best way?

by ed mendlowitz
77 ways to wow!

trends are ubiquitous. those running a business or not-for-profit organization need to be aware of trends that affect how they will operate and remain viable and sustainable.

more: six kinds of loan covenants | 26 ways to wreck a financial projection | three ways to run a break-even analysis | price not always the top consideration in a sale | when an owner dies without a buy-sell agreement | due diligence is in the details
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the language of business is spoken with numbers. numbers themselves are not always important, but the trends that they represent are always important. it is essential for business owners and managers to be aware of and sensitive to changes indicating trends. usually, the trends are not huge waves but slight drifts away from what you are doing and toward a new paradigm.
read more →

28 data points for a financial planning discussion

by

green checks being made on checklistthe list is long, but it will get your clients thinking.

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

you have a client who is open to financial planning, but how do you get started?

more on marketing: 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.

here is a checklist that can be provided to a client requesting information for a comprehensive financial planning engagement.
read more →