12 Ways to Provide Better Service to Clients,
Make More Money and Have More Fun

1 Self-Study CPE

Course Description:

This program will present over a hundred ideas on billing and collections, being more effective and using your time more efficiently, quality control, hiring and training, commoditization of work and services, interactions with clients, partner retreats, running meetings, building personal wealth outside of the practice, increasing revenue from clients, niches, and giving clients what they really want.  This is a Best Practices speech, but having fun is emphasized with Ed’s FUN Quotient.

After completing this session, you'll be able to:

  • List 12 ways to improve your accounting practice and have more fun
  • Name at least two ways to improve your service to clients
  • List at least three ideas to increase your business and personal wealth
  • Name three methods to make your practice more efficient and effective

    Presenter: Ed Mendlowitz

    Edward Mendlowitz, CPA, is a partner at WithumSmith+Brown, PC and is one of Accounting Today’s 100 Most Influential People.  Ed is accredited as a personal financial specialist by the AICPA; is admitted to practice and has argued cases before the United States Tax Court; testified twice before the House Ways and Means Committee on Tax Reform, Fairness and Equity; is an adjunct MBA professor; and has been on the Bottom Line / Personal Panel of Experts for Taxes since the publication’s inception.

    Ed is also the author of 26 books including the best selling How to Review Tax Returns (available at www.cpatrendlines.com), and has written over 1200 articles and developed and presented over 250 professional speeches and webinars. He writes a twice a week blog that address issues his clients have at www.partners-network.com .  Ed’s practice management techniques have been reported on in many publications includingThe Wall Street Journal, the Journal of Accountancy.

    Register Now for $49

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    CPE Details

    Prerequisites: None

    Advanced Preparation: None

    Program Level: Basic

    Delivery Method: Self-Study (QAS)

    Field of Study: Management and Organization

    CPE Hours: 1


    Sandra L. Leyva, Inc. is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website www.nasbaregistry.org. Our NASBA sponsor number is 112525.

    Host: Rick Telberg

    • Founder and CEO CPA Trendlines, Bay Street Group
    • Accounting Today Top 100
    • CPA Practice Advisor Top 25

    Host: Sandi Leyva

    • Founder and President Accountant's Accelerator, Sandra L Leyva, Inc.
    • CPA Practice Advisor Top 25
    • Most Powerful Women in Accounting