Ed Mendlowitz

Partner retreats are a hot topic this time of year, with planning for a summer or late October meeting.

Writing something that people would want to read is essential to establishing yourself as an expert, publicizing your practice, sharing what you know and your experience, and learning more about your topic.

Tax season has the largest concentration of clients and presents the best opportunity to find out what clients think about your services.

Considering how involved tax season is with its many moving parts, there is always room for some improvement.

A new book from Hitendra Patil explains how accountants can leverage CAS.

Retreats are an effective way to develop growth and strategic plans for accounting firms.

There are almost as many buyout plans as there are accounting firms.

Suppose there was an embezzlement at a large client? What would you wish you had done to stop it?

Just getting through tax season is not a strategy.

One person lagging or falling behind or not meeting their due date commitment holds back everyone else.

Take a little time out from busy season with Ed's nonbusiness blogs.

Which has more priority — reviewing a return that would take two hours to complete, or reviewing 12 returns that would take 10 minutes each?

March 15 is a busy date. The S corporation and partnership returns are due then, so the K-1s can be distributed timely.

Overpromising and missing deadlines is a guaranteed way to disappoint clients.

While email is the most expeditious way to communicate, we have to be mindful and thoughtful about what we choose to share before clicking send.

A firm found itself shorthanded during tax season when two of its most experienced tax return reviewers left. What should they do?

Don’t make tax season the deciding factor in the important things in your life.

Managing a practice is a separate business by itself and needs the care and attention you give to the professional services part of your practice.

There are many more checklists for accountants in the industry.

AICPA CEO Barry Melancon gave an annual presentation for the Accountants Club of America that discussed accountants and small business clients.