insights for cpa firms

Your accounting firm's partners are all baby boomers, either planning or dreaming about retirement. Every year you ask yourselves: Is...

In good times and bad, service line strength at an accounting practice is valuable. Here are 10 very appealing service areas and the...

As part of this podcast series with PICPA, Ira Rosenbloom, Chief Operating Executive of Optimum Strategies, sits down with editor Bill...

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...