Closed for Tax Season? Looks That Way
Automation can send the wrong message. By Ed Mendlowitz The CPA Trendlines Practice Doctor QUESTION: I have an automatic email response and some clients and contacts criticized me for it. I am...
View ArticleQuote With Care When Asked for Valuation
12 issues that might not have been addressed. By Ed Mendlowitz The CPA Trendlines Practice Doctor QUESTION: I was asked to do a quote on a business valuation for a startup that will be raising money on...
View ArticleSavvy CPAS Focus on the Constants
Don't be distracted by the hot trend of the moment. In "10 Things That Accountants Didn’t Need to Worry about 10 Years Ago," CPA Trendlines contributor Hitendra Patil generated reader reactions with...
View ArticleIt’s Not Sales. It’s Your Duty
How to suggest additional services to clients and why you're doing them a disservice if you don't. By Ed Mendlowitz The CPA Trendlines Practice Doctor QUESTION: I always feel awkward telling clients...
View ArticleWill Obamacare Penalties Kill Your Small Business Clients?
Fines run $100 per day, per employee. By Stephen L. Nelson, CPA and Elizabeth C. Nelson, CPA Small Business and the Affordable Care Act By now, many of your small business clients understand they don’t...
View ArticleEnhancing Client Financial Health through Collaborative Services
Clients benefit when CPAs and investment advisors work together. By Martin E. Levine, ChFC, CPA, MBA 4Thought Financial Group, Inc. Even if the client isn’t always right, helping clients...
View ArticleCheck Yourself: How to Reality-Test Client Satisfaction Levels
To keep both your staffers and clients happy, tax and accounting firms need to gain a thorough understanding of their perceptions and perspectives -- and to make they align. Customer service guru...
View Article25 Things Customers Love
The best strategies from the best companies. By Arnold Sanow arnoldsanow.com In today's fast-changing and competitive environment, excellent customer service is not only nice but essential for success....
View ArticleIt’s Not Always about Money: 16 Tweaks for Your Comp System
When you're weeding out, make sure you're asking the right questions. By August Aquila Creating the Effective Partnership If your partners are putting up a fight to keep clients who should be let go,...
View ArticleDO NOT Embrace These Changes
... unless you want to grow your business. By Wesley Middleton Middleton Raines LLP This is not only directed at the profession of CPAs of which I am a proud member, but to the clients we serve. I see...
View Article8 Steps to Gaining a Client by Helping a Client
This is one of those times when a small investment pays a big return. By CPA Trendlines More for PRO Members from CPA Trendlines Research
View Article19 Ways to Better Networking: Be the Nerve Center
5 reasons to reorient your networking. By CPA Trendlines More for PRO Members from CPA Trendlines Research
View ArticleProblem Clients Are Opportunity Clients
3 steps to making their lives easier. By CPA Trendlines More for PRO Members from CPA Trendlines Research
View Article3 Rules for Asking Great Tax-Return Questions
Preserve your sanity, amaze your clients. Frank Stitely, CPA, CVA More for PRO Members from Frank Stitely
View Article40 Other Services Your Tax Clients Should Know About
BONUS: Checklist for considering additional client services. By Ed Mendlowitz Tax Season Opportunity Guide More for PRO Members from Edward Mendlowitz
View ArticleHow to Implement Strategy, Step by Step
Be specific and find ways to "catch" the partner in action. By Bill Reeb and Dominic Cingoranelli More for PRO Members from Succession Institute
View ArticleMarketing vs. Selling: Both Must Serve the Client First
It comes down to what will best serve your clients. By Ed Mendlowitz The CPA Trendlines Practice Doctor More for PRO Members from Edward Mendlowitz
View Article6 Ways to Move Beyond Compliance Services
Becoming a ‘trusted advisor.’ By Sandi Smith Leyva The Accountant’s Accelerator Here’s a question: What portion of your revenues are derived from compliance work – e.g., tax preparation and IRS...
View ArticleClient’s Difficult Daughter Balks at Bill
Do you talk to the dad...? Go PRO for members-only access to more Edward Mendlowitz.
View ArticleReaders Sound Off on Liberty, H&R Block Plans to Launch Bookkeeping Services
New strategic ally, or competitive threat...? Go PRO for members-only access to more Hitendra Patil.
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