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M&A Is Heating Up in 2021. Get Practical Tips to Get Ready.
There’s no doubt mergers and acquisitions (M&A) are becoming more and more a lifeline for many CPA firms, and the accounting field is...
Jan 11, 20212 min read


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


Get Ready for the Next Merger Wave
Between the pandemic, aging CPA firm owners and staffing tensions, many experts anticipate a huge uptick in firm mergers and acquisitions...
Nov 21, 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
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