In this podcast interview, Optimum Strategies' Ira Rosenbloom talked with the founder and CEO of Jetpack Workflow, David Cristello, about...

Capturing and building on the right metrics is a valuable part of creating an ultra-successful firm. The good news? Metrics and data are...

From tax season and staffing to deal-making and community relations, Managing Partners work to ensure firms remain efficient, profitable...

Optimum Strategies' Ira Rosenbloom was invited to speak at the annual conference of the CPA Firm Managers Association (CPAFMA...

Between the coronavirus, the economy and the routine mysteries of business, we all have questions. As you ready your firms for tax...

More and more CPA firms are finding ways to take their service platform and billing past traditional compliance and into value-added...

Managing a CPA firm in 2020 can be challenging to say the least! Firm managers can get ideas and help from experts at the CPA Firm...

Even if your firm is performing well, every business can do better. As you try to take a breath after the October 15th deadlines, here...

Accounting firms continually make investments in talent and resources to be able to perpetuate and elevate success—and the COVID economy...

Are you calculating and communicating about your firm's return on investment (ROI)? Like every other business, your firm invests a lot of...

COVID-19 constantly reminds us of the things we can’t do these days, and, while many CPA firms have adapted to work-from-home realities,...

Sure, staffing and lack of a succession plan are common answers to the question, "What's holding your accounting firm back?" But, beyond...

Firms often think that the best and only option for succession comes externally. However, COVID-19 may have actually created conditions...

If your accounting practice is changing leadership or ownership--whether suddenly in a crisis or in a planned exit or succession--here...

In good times and bad, service line strength at an accounting practice is valuable. Here are 10 very appealing service areas and the...

As part of this podcast series with PICPA, Ira Rosenbloom, Chief Operating Executive of Optimum Strategies, sits down with editor Bill...

Business for CPA firms is usually tied to four primary channels: Client service; Business development; Knowledge; and Financial prudence...

A well-designed comp structure can motivate, challenge, reward and advance your team to keep them happy and productive. In this article...

As CPA firm leaders plan for succession, there are priorities that should advance to the top of every firm's list, including compromise,...