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Cultivate Your Accounting Business

January 1, 2019 by OSYB Staff

A new year has dawned and Edward Mendlowitz, CPA and partner at WithumSmith+Brown, shared on Accounting Today some of the steps he has taken to grow his business.  Do consider some of these steps as you venture into a brand new year that offers opportunities to cultivate new clients.

Have a well-thought out plan for yourself and share appropriate steps when you meet with new clients, it will help you start a relationship that sets a solid business tone and  establishes achievable goals.  Some of Edward’s suggested steps:

  • Have clear set achievable goals
  • Create a goal list with a timeline
  • Determine what you need to do or provide to accomplish your goals
  • Have a strategy to access what you need
  • Design an overall plan that encompasses what you need to do, who you need to hire, a working time frame, cash projections, investment opportunities, buy-in from partners (if any), etc.

Be thoughtful, realistic and mindful in your planning.  Remember to be flexible in certain areas.  The most important thing is to start.  2019 offers a great starting point.

For more details:  Art of Accounting: Growing your practice

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