Ed Mendlowitz

Not too many firms conduct such meetings, whose purpose is to update all team members on how the firm is doing.

These are books I learned a lot from and wholeheartedly recommend to my colleagues and all business managers and leaders.

I have been in my own practice a long time and figured out early on that if I never lost a client, I would do pretty well.

Learn one new thing that you can use to provide a value-laden benefit to your clients.

Here is a monthly calendar for running your practice and marketing to clients.

Holiday notes can be reassuring to staff and clients, foster transparency, and express and share hope and optimism.

As this unusual year comes to an end, many firms will be divvying up profits and assigning new partner salary or draw amounts for 2021. That could lead to conflict.

Workload compression is a ubiquitous drain on our energies. It appears that staff tax season hours still increase every year.

Writing a weekly column forces me to always be looking for ideas and has made me much more observant of what goes on in the public accounting profession as a whole and also within firms of all sizes.

Accountants are not known as writers; however, most of what we do is written.

What exactly are bots and Botkeeper, and why is this of any interest to accountants?

Clients think about their businesses much more than accountants do about them.

Last week I spent parts of two days at the Accounting & Finance Show USA and, from what I could tell, it was very well attended and organized and the virtual meetings were held without any hitches.

Art of Accounting: KPIs for accounting firm owners

Every accounting firm website shows a full range of services, all with great descriptions. But who is actually driving those services?

About three years ago I was helping a client sell his business in what was a pretty typical negotiation for me. However, the client exhibited apprehension almost every step of the way.

I have always felt that if I do not excite clients, I have less of a hold on them and the relationship than I should.

Prepare an engagement proposal that lists exactly what you will be doing and the total price for the project.

The better planned the job is, the better organized it is and the better it gets done.

My practice continuation tool kit has a sample purchase agreement with explanations of each step of the process.