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Podcast: 5 Key Things on Managing Partners' Minds
From tax season and staffing to deal-making and community relations, Managing Partners work to ensure firms remain efficient, profitable...
Jan 5, 20211 min read


Video: The Right Expectations for Firm Managers (CPAFMA webinar)
Optimum Strategies' Ira Rosenbloom was invited to speak at the annual conference of the CPA Firm Managers Association (CPAFMA...
Dec 22, 20201 min read


Questions to Answer Before Tax Season
Between the coronavirus, the economy and the routine mysteries of business, we all have questions. As you ready your firms for tax...
Dec 8, 20201 min read


How to Succeed with a Value-Added Practice Model
More and more CPA firms are finding ways to take their service platform and billing past traditional compliance and into value-added...
Nov 19, 20202 min read


Optimum Strategies Featured at Industry Event to Help CPA Firm Managers
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...
Oct 22, 20201 min read


7 Steps to Boost Firm Performance
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...
Oct 22, 20202 min read


Living an ROI Business Culture
Accounting firms continually make investments in talent and resources to be able to perpetuate and elevate success—and the COVID economy...
Oct 19, 20201 min read


Ways to Maximize ROI at Your Firm
Are you calculating and communicating about your firm's return on investment (ROI)? Like every other business, your firm invests a lot of...
Sep 16, 20201 min read
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