insights for cpa firms

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

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

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

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

In this podcast interview, Optimum Strategies' Ira Rosenbloom talked with the founder and CEO of Jetpack Workflow, David Cristello, about...

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

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,...