insights for cpa firms

The path to partnership in a CPA firm is one that firm owners should take some time to focus on and develop. To properly prepare, the...

Since accountants are so comfortable delving into numbers, it should perhaps be no surprise that, in conversations about firm transfers,...

Dunlap & Associates PC, in Chalfont, PA, and Seitz, Leatherman & Kolb LLC, in Montgomeryville, PA, are joining forces to create...

For CPA tax practitioners, two general concerns weigh upon the minds of those nearing the time for an exit to retirement: tax season and...

Whether you are currently a Managing Partner at your firm, aspire to be one, or just want to be the best at what you do, getting into the...

No matter how big or small their CPA firm, a solid Managing Partner thinks about the different aspects of their business, and how to make...

What are the common issues that often hold a CPA firm back from achieving the success they deserve? Optimum Strategies' Chief Operating...

CPA firms need to run at peak during tax season. But how do you best get prepared for the busiest season before it starts? Many firm...