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...

Between the pandemic, aging CPA firm owners and staffing tensions, many experts anticipate a huge uptick in firm mergers and acquisitions...

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...

Convincing someone in your firm to become your partner is not the same as marketing a product like a car that people can compare and...

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

When it comes to accounting firm mergers, there have always been big fans—and those who want to keep their distance. Life in the COVID-19...

The pandemic has made accounting practitioners more aware of limitations—and of the value that can come from changing to better manage...

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...

Our current conditions managing through a pandemic heighten the awareness and need for being well positioned and prepared for adversity....

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

Your accounting firm's partners are all baby boomers, either planning or dreaming about retirement. Every year you ask yourselves: Is...

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