Last month an accountant called me with a serious problem he had with his staff. It seems his two top staff people were not keeping him informed of what they were doing and the status of their work.

Many colleagues and clients get tangled in the daily merry-go-round that consumes much of their time while pushing aside creative, innovative and big picture thinking about their business, how they got there and where they are going.

Being available is essential for maintaining and strengthening relationships with clients…and everyone else you interact with professionally.

Peter Weitsen and I started our practice, MendlowitzWeitsen LLP, on July 1, 1988. My life has been enriched every moment of our partnership, which continues even now as part of WithumSmith+Brown, PC.

Marketing success, or success in any endeavor, does not just appear. It needs deliberate planning and execution.

One thing I am good at is leveraging something I did.

When a client engages me for any type of service, there are specific descriptions of what we will do and the goal or end result of the services.

A lot can go wrong when acquiring a practice from a deceased accountant’s estate. Here are some real-life examples.

A couple of weeks ago I had lunch with Sidney Kess and Chaya Siegfried.

The most successful accountants remember what they worked on before when similar occasions re-occur.