insights for cpa firms

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

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

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

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

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 (M&A) is, of course, a very important step to set the stage for a successful...

When you’re talking to another party about a merger or acquisition (M&A), there are going to be things you want to hear and things that...

For CPA tax practitioners, two general concerns weigh upon the minds of those nearing the time for an exit to retirement: tax season and...