Optimum Strategies' Ira Rosenbloom sat down with William Hayes of the PICPA to explore the qualities that accounting firm service systems...

In the second of a PICPA five-part series on the top priorities for CPA firm management, Ira Rosenbloom of Optimum Strategies explores...

7 practical lessons CPA firms can learn from the COVID-19 crisis.

Managing your CPA firm through any crisis requires thoughtfulness, sensitivity and patience — qualities that may not seem practical or...

What are the top five metric categories to keep an eye on to ensure success at your CPA firm? Ira Rosenblooms, Chief Operating Executive...

To kick off the beginning of busy season, over February and March we will share ideas to help you and your teams get the most out of tax...

Organizationalists, technologists, clientologists. These are just some of the people you need in your firm if you wish to succeed in the...

Negotiating the terms for a CPA practice transfer or merger is the most important step in setting the stage for a successful transaction....

More than ever, the common driving force for CPA firms throughout the country is figuring out the return on investment (ROI) for every...

We often think about sustainability from an environmental perspective, but it is also important to make sure every business is focused on...

4 ways to design partner compensation to be more meaningful at your accounting firm.

A good succession plan is essential for your firm. Get ideas to build your bench in this Accounting Today blog written by Ira Rosenbloom.

Now that you’ve made it through the intensity of tax season, where do you go from here? We all know there needs to be a recharging of the...

Especially with the high pressures during tax season, CPAs start to wonder whether they are in the right business! To top it off,...

The path to partnership in a CPA firm is one that firm owners should take some time to focus on and develop. To properly prepare, the...

Whether you are currently a Managing Partner at your firm, aspire to be one, or just want to be the best at what you do, getting into the...

No matter how big or small their CPA firm, a solid Managing Partner thinks about the different aspects of their business, and how to make...

What are the common issues that often hold a CPA firm back from achieving the success they deserve? Optimum Strategies' Chief Operating...

CPA firms need to run at peak during tax season. But how do you best get prepared for the busiest season before it starts? Many firm...

Finding the right successor is an ongoing challenge for CPA firms. Many owners who see a successor coming from another firm – through...