Ed Mendlowitz shares why he became an 'expert generalist.'

A colleague mentioned that his partners never want to leave the office for lunch, preferring to eat at their desks.

For my lunch with Jody Padar, I put together a list of the most important issues in running a CPA practice.

Last week I had the pleasure of taking four interns from my office on a “field trip” to Manhattan. I also included a senior accountant who started here as an intern.

I don’t think that more than a quarter of the people who ever worked for me assumed “ownership” on what they worked on. The rest did their jobs well, delivered to us what we wanted, but we always needed to put that finishing touch on it.

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.