insights for cpa firms

Mergers and acquisitions (M&A) in the accounting industry are hotter than ever, and all signs point to another active year. They also...

Succession and practice continuity are burning issues for small and mid-sized accounting firms. While there is no one-size-fits-all...

CPA firms often turn to the topic of succession right after busy season. The issue is not a new one, and the answers are never simple....

Strong success provides firms with more options to recruit and train talent, promote leaders, add services, and complete transactions...

The period after tax season is one of the busiest times for CPA firms looking toward mergers and acquisitions. The stronger your tax...

Tax season is upon us! Keep in mind that many CPA firms will make the bulk of their earnings during the busiest seasons, now and the...

The mergers and acquisition (M&A) market for accounting firms is crowded right now with owners looking to sell their practices and...

Optimum Strategies is pleased to have served as the strategic advisor during the recent practice combination of accounting firms UHY and...