insights for cpa firms

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

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...