Ed Mendlowitz

Tax season is part of your practice, but not everything about it.

Client needs and services will be different than they are today.

If you have a partner but no agreement, get one.

Public accounting is a profession, but it is also a business, and as such we need to keep the bottom line in mind.

Whitman Transition Advisors CEO Phil Whitman presented an update on the hot topic of private equity landscape at the Accountants Club of America.

The recent trend toward private equity firms rushing to buy or invest in accounting firms may have unexpected consequences.

Mistakes have to be expected and in some cases need to be made, but not continually repetitive mistakes.

Ed Mendlowitz looks back at some of his favorite columns over the years.

We have a short window during the next month where we can reduce tax season compression, have better served and happier clients, and make more money.

Many firms require a minimum of 60 hours a week during tax season, forcing humongous overtime. Here are some ways to lessen the burden.

The review process is an easy way for a firm owner or partner to become aware of an unusual activity for a client, and for the preparer to learn more about that client.

A recent podcast interview discussed how to adapt, innovate and take on the challenges of running an accounting practice along with some personal tips and tricks.

You are the role model of what many of your staff will aspire to. Ask yourself if you would enjoy working for you.

A university's peer review process for adjunct professors could be used for CPA firm partners and staff as well.

We have rigid and uniform procedures for almost every step of the tax preparation process.

Having an inexperienced staff person correct a small error has great value in their training.

When a practice is acquired, three major attributes make a difference in client retention.

Some practices are sold in their entirety, some piecemeal, some are merged, some abandoned and some are "stolen."

Usually when a practice is sold, the seller sticks around long enough to introduce the buyer to the clients and assures the client they will be available if any problems develop or to field calls when necessary.

At some point everyone has some time pressure, some much more than others, but time pressure is a reality.