insights for cpa firms

The Firm Operations Manager (also known as Firm Administrator, COO, or Firm Manager) is a linchpin position in any CPA firm. This person...

After traditional busy seasons, firms took stock, took a breather and planned for improvements ahead. After the first COVID busy season...

Like your clients, you sometimes need to find an adviser who will be your advocate, will champion your needs objectively, and will...

In this podcast interview, Optimum Strategies' Ira Rosenbloom talked with the founder and CEO of Jetpack Workflow, David Cristello, about...

Capturing and building on the right metrics is a valuable part of creating an ultra-successful firm. The good news? Metrics and data are...

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...

From tax season and staffing to deal-making and community relations, Managing Partners work to ensure firms remain efficient, profitable...

Optimum Strategies' Ira Rosenbloom was invited to speak at the annual conference of the CPA Firm Managers Association (CPAFMA...