insights for cpa firms

Business for CPA firms is usually tied to four primary channels: Client service; Business development; Knowledge; and Financial prudence...

A well-designed comp structure can motivate, challenge, reward and advance your team to keep them happy and productive. In this article...

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

Many CPA firm mergers and practice transfers never get realized because of fear that exists on both sides of the negotiating table. A...

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...