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,...

Many CPA firm mergers and practice transfers never get realized because of fear that exists on both sides of the negotiating table. A...

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...

The volume and pace of CPA firm mergers and acquisitions (M&A) over the past 10 years, along with the current age demographics of firm...

The active M&A market shows no signs of slowing down. Here are 10 quick tips to understand the positives and negatives of the activity.

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...

Negotiating the terms for a CPA practice transfer or merger (M&A) is, of course, a very important step to set the stage for a successful...

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.