insights for cpa firms

Negotiating the terms for a CPA practice transfer or merger (M&A) is, of course, a very important step to set the stage for a successful...

We often think about sustainability from an environmental perspective, but it is also important to make sure every business is focused on...

4 ways to design partner compensation to be more meaningful at your accounting firm.

A good succession plan is essential for your firm. Get ideas to build your bench in this Accounting Today blog written by Ira Rosenbloom.

Now that you’ve made it through the intensity of tax season, where do you go from here? We all know there needs to be a recharging of the...

When you’re talking to another party about a merger or acquisition (M&A), there are going to be things you want to hear and things that make you hesitant should they come out of your counterpart’s mouth. In this CPA Conversations podcast, Ira Rosenbloom of Optimum Strategies talks to PICPA editor Bill Hayes about the things that should make you smile and the things that should make you cringe during M&A negotiations. Listen on Soundcloud .

Especially with the high pressures during tax season, CPAs start to wonder whether they are in the right business! To top it off,...

Two CPA firms are talking. They're having very amicable conversations about doing a merger deal or an acquisition. Then, despite these...