Optimum Strategies advised both parties on the merger, which was detailed in Accounting Today December 8, 2021: "Baratz & Associates PA,...

Optimum Strategies advised both parties on the merger, which was detailed in Accounting Today December 8, 2021: "McCarthy & Comp. PC, a...

There are a few signs that might spark the beginning of the M&A process for a CPA firm. One of these red flags by itself may not be...

How can CPA firm leaders best identify the right time to pursue a strategic merger? Some of the common signs include: • Your staff's...

Developing and cultivating the next generation of leaders and owners is a crucial part of any healthy CPA practice. While succession in...

This year so far has been a hot time for CPA firm mergers and acquisitions (M&A). Firms in the M&A mindset and process may be in...

COVID continues to impact society and the world. The pandemic has created tragedies and difficulties, and has changed the way we approach...

More than hiring and firing, a CPA firm's human resources (HR) staff facilitates collaboration and helps the entire team find the best...

In this VSCPA Leading Forward video podcast, Maureen Dingus talks with Ira Rosenbloom, CPA, CEO of Optimum Strategies, about developing...

Running a CPA firm tax department may be a dream role for many professionals or a nightmare. If it is your dream or your responsibility,...

In every market, CPA firms have a wish list of clients they would like to have. Clients will change accountants for all kinds of reasons....

A CPA firm's marketing staff is critical to getting positive messages out in the marketplace to build bridges with clients, potential...

Maximizing profitability is not as simple as raising billing rates and controlling costs. It is a disciplined process that will influence...

The Firm Operations Manager (also known as Firm Administrator, COO, or Firm Manager) is a linchpin position in any CPA firm. This person...

After traditional busy seasons, firms took stock, took a breather and planned for improvements ahead. After the first COVID busy season...

Like your clients, you sometimes need to find an adviser who will be your advocate, will champion your needs objectively, and will...

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...

There’s no doubt mergers and acquisitions (M&A) are becoming more and more a lifeline for many CPA firms, and the accounting field is...

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