insights for cpa firms

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,...

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...