client service opportunities

when clients say ‘no’

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serious businesswoman holding up hand in stop signalfour ways to deal with their decision.

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

i found out many years ago that i cannot spend my clients’ money.

i used to feel that if they did not want to “buy” a service i felt they must have, it meant i did not clearly convey the value to them. i do not feel this way anymore because the value is relative and draws on many issues the client might have and that i am not privy to.

more: when good things happen | when an employee’s growth has gaps | my first trainee | the growing pains of a small firm | giving clients the best you’ve got | why map programs are essential | how to become a specialist | secrets in specialties | making sure the son got proper credit | yes, shirt logos can matter | 10 more reasons cpas quit public accounting
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

in my earlier days i used to do the work anyway, feeling a responsibility to the client. it took me quite a while to realize that the responsibility is the clients’ and if they did not want to spend their money for it, i should not spend part of my life doing it on a pro bono basis. there were also times i felt the work was so essential to the client that i did it expecting their recognition of the importance and willingness to pay me afterward. stupid! my bad!
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when good things happen

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be open to unexpected opportunities.

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

my friend al is a sole practitioner with seven staff members and a thriving audit practice, besides the typical tax and small business tax clients.

more: when an employee’s growth has gaps | my first trainee | the growing pains of a small firm | giving clients the best you’ve got | why map programs are essential | how to become a specialist | secrets in specialties | making sure the son got proper credit | yes, shirt logos can matter | 10 more reasons cpas quit public accounting | family trees of clients
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

he is getting older, and while he has no plans to retire and is actively trying to grow his practice, he periodically meets with larger firms to see if there is an interest in acquiring his practice when that day comes. by doing this he stumbled on a fantastic business development formula.
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the three types of advisory services clients need today

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how to use the whole-of-client approach.

by gary bolinger
profit in disruption

planning for positive change and why people do what they do (or don’t) is fundamental to advisory services.

more bolinger on advisory: you can’t separate the business from the client | tell managers what ownership means | clients: what accountants don’t understand | why accountants fail at consulting | advisory vs. low-value clients | what + who leads firms to better service | how accountants are profiting in disruption | ask the right question(s) | seven elements of engagement for cpas | true advisory work isn’t just consulting

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

your clients have both personal and business goals. over time you should assist the client in achieving both business and personal goals.
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new small firm cost seg opportunities

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portrait of brian coddington
coddington

accountants’ top five questions answered.

by brian coddington
source advisors

brian coddington is the director of tax accounting methods and credits in the fort worth, texas, office of source advisors.

cost segregation is a highly beneficial and widely accepted tax compliance strategy utilized by commercial real estate owners and tenants to accelerate depreciation deductions, defer tax and improve cash flow.

more: can the r&d tax credit be used to offset the amt? | how the r&d tax credit has expanded over the years | the nine-point plan for handling §179d
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

1 — who uses cost segregation?

once used only by the largest accounting firms and real estate owners, this practice has now become routine for commercial property owners of almost every size.

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what gig workers want

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and what they need opens new opportunities for accountants and accounting tech.

by 卡塔尔世界杯常规比赛时间

one of the most radical and ramifying shifts in employment economics of the past several decades is the advent of gig workers—the millions of americans working out of their garages, attics, closets and breakfast nooks.

and all of them have unique accounting needs.

accounting firms need them. and venture-backed software startups are chasing them. read more →