client service opportunities

how to become a specialist

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woman's hand pressing words "ask an expert"some of your training can happen on the job.

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

once you decide upon a specialization, you need to go about making yourself an expert. read, join professional associations, take focused cpe, and try to write articles or give speeches. accountants who are industry experts become industry thought leaders.

more: success 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
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some specialties require obtaining designations or certificates of completion that require study and time – an investment you and the firm would have to make. there is no easy path to growing and establishing expertise, but it is a joyful ride.
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when to pick up the phone this tax season

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businessman talking on phone in the officepersonal touches help retain clients.

by ed mendlowitz
tax season opportunity guide

clients are not numbers on a list that needs to be reduced. they are all individuals and consider themselves very important people and want professionals who treat them accordingly.

more: these five procedures will simplify your tax season | 11 steps to better client tax instructions | get your team ready for tax season | 12 ways to squeeze fun into tax season | 6 ways to get paid faster in tax season
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it is attitudinal and accountants must adopt that mindset and transmit that through to their culture. so you need to know when it’s essential to pick up the phone.

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five steps to building advisory work

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both the who and the how.
hand watering small plant in pot shaped like upward arrow

by bill penczak

the nirvana (in the esoteric sense, not the kurt cobain context) for cpa firms is to provide “higher value” work for their clients, which traditionally means guiding them with process improvement, predictive analytics on business drivers, or taking proactive measures to reduce risk or tax burden.

more: the six essential kpis for managing partners | the great resignation: five reasons accountants are quitting | five global cpa leaders: four survival strategies | planning for success in 2021 | do you have the guts to beat the covid crisis?
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it is a career builder for your staff and a noble aspiration for the industry.

but while i have heard managing partners talk about the notion of higher value work, when pressed, they are often at a loss as to what that work would be, and more importantly, whether their mid-level and junior-level staffers (or even partners) have the true skill set to move into the major leagues.

the burden of meeting compliance deadlines weighs heavily on most staff, and they are weary from deadline pressures of clients’ immediate needs to consider much else.

perhaps this is the opportunity to help chart your best and brightest to the next level, not only for fear of losing them to industry or another firm, but because as a firm leader, it’s the right thing to do.
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turning client service into new revenue

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podcast: today everyone contributes to growth.
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stream or download the episode. |  follow 卡塔尔世界杯常规比赛时间 podcasts on apple here |
or paste this rss link into the podcatcher of your choice.

with sarah johnson dobek and ty hendrickson
inovautus consulting
sales is sometimes presented as this abstract notion of convincing someone to buy your product, but it actually follows a simple framework. it may seem like an obvious answer, but there’s some science behind the why.