When staff use this SmartProof worksheet, they have a method to self-check and self-review their own work and fix any errors before it goes to the reviewer.

Accountants should stop focusing on past data and the current situations their clients are in, and migrate to a future-oriented spotlight.

Ed Mendlowitz is making 190 tax season, practice management and personal tips checklists available in a usable searchable Word format.

Whether you are the lowest-level employee or highest-level CPA firm owner or partner, your job is to provide services for the person hiring or engaging you.

Natasha Kosnac, chief audit officer of Unite Here, recently succeeded Peter Frank as president of the Accountants Club of America and she has plans for expanding the longtime club.

Delivering an invoice for any service, including a tax audit, is a marketing activity, and it cannot be assumed that the client understands the value.

You need to offer more services to your current clients and then to new clients.

Evaluate your accomplishments this year and see how to build on them.

Firms that hire experienced people do not usually get what they expect or are paying for.

Ed is offering to email a bundle of articles that provide helpful tax, valuation, financial planning and practice management advice.