top of page

insights for cpa firms
Search


Signs That a Merger Should Be a Priority
There are a few signs that might spark the beginning of the M&A process for a CPA firm. One of these red flags by itself may not be...
Oct 25, 20211 min read


Podcast: Recognize the Signs that Your CPA Firm Could Be Ready for a Merger
How can CPA firm leaders best identify the right time to pursue a strategic merger? Some of the common signs include: • Your staff's...
Oct 22, 20211 min read


Live the Succession Process
Developing and cultivating the next generation of leaders and owners is a crucial part of any healthy CPA practice. While succession in...
Oct 22, 20211 min read


Are You Over-Thinking an M&A Deal?
This year so far has been a hot time for CPA firm mergers and acquisitions (M&A). Firms in the M&A mindset and process may be in...
Oct 1, 20212 min read


How COVID Has Changed Succession Planning for Accounting Firms
COVID continues to impact society and the world. The pandemic has created tragedies and difficulties, and has changed the way we approach...
Jun 1, 20211 min read


Podcast: Top 5 Qualities That Make Your HR Staff Shine
More than hiring and firing, a CPA firm's human resources (HR) staff facilitates collaboration and helps the entire team find the best...
Jun 1, 20211 min read


Video Podcast: Succession Planning & Developing Talent Early
In this VSCPA Leading Forward video podcast, Maureen Dingus talks with Ira Rosenbloom, CPA, CEO of Optimum Strategies, about developing...
May 31, 20211 min read


10 Steps to a Superior Tax Department
Running a CPA firm tax department may be a dream role for many professionals or a nightmare. If it is your dream or your responsibility,...
May 18, 20212 min read
bottom of page
