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.

When I was a junior accountant eons ago, my boss would always give me the cash to reconcile or audit, the minutes to “abstract,” and the internal control questionnaire to go over with the controller or bookkeeper.

Never assume that the client understands or knows what you are talking about.

Hold a meeting with everyone in your firm and discuss what occurred.

Tax season ends tomorrow, and hopefully you will take off April 18, so you’ll be ready to start the rest of the year on Thursday. How will you manage this?

I’ve always loved tax season. While some of the work can be grueling and even a relief when it ends, I always miss it afterwards.