No April Fools

It's April 2nd, and I've spent the better part of this week at Newport Beach - walking and enjoying being out of the office. I have completed all my tax appointments for the year and have collected all my receivables as well. I'm rested and ready to return home to my family. On April 15th, I'll be on vacation with my family, what will you be doing? If you would like to know how I am able to take time off during tax season, just contact me here.

Comments

[Brian O'Connell]

Congratulations! I'm amazed you've gotten everything done with so much time to spare.

While April 15 brings a sigh of relief and a spate of mental health days to you accounting professionals, us vendors are hunkering down for another busy season.

:)

[Dennis R. Ederer, CPA]

Good afternoon Nick. I trust that you are having a leisurely afternoon approaching the April 15 deadline.

For me, this was the most successful in terms of process. The stress was still there. I lost clients due to return preparation fee prices last year which hardly ever occurred in the past. I also acquired several new clients that generated better revenue and are good candidates for financial planning services.

My process success was due to implementation of my personal web site through CPA Site Solutions. Uploading the client information and invoice with instructions to review, sign the 8879s, and return along with a check was a most gratifying experience. Very little push back on the technology with existing clients. Cash flow was phenomenal. Almost no receivables at this time compared to the past. My wife even commented how efficient my processing was since there were no stacks of client files and my desk was always clean except for the tax file that I was working on at the moment.

Nick, the only reason I am enjoying this success is due to your sharing at the Jennings tax seminars in Jupiter Beach during the past 3 years. There is no other seminar venue that I have attended that has this kind of sharing; the seminar is tops. You've really identified for us some great folks to work with: CPA Site Solutions, Jennings Seminars, and of course, Money Concepts. All of these folks have helped me take my business to the next level.

I just uploaded my last two 1040’s for efiling. I’m finished for April 15 and have only a few extensions to finish. My wife and I will probably celebrate at the local micro brewery near the ASU campus.

Thanks again Nick. I’m not a Lazy CPA yet, but I’m a more efficient CPA, thanks to YOU!

Dennis R. Ederer, CPA
Money Concepts Financial Planning Center
117 East Cairo Drive
Tempe, AZ 85282-3605
Tel: 480-968-4939 Fax: 480-894-1633 eFax 1-480-383-6277
www.moneyconcepts.com/dederer
www.dennisederer.com