2 days ago1 minHow to Ace the Internal Succession TestConvincing someone in your firm to become your partner is not the same as marketing a product like a car that people can compare and unde...
Aug 282 minAre You Merger Distancing or Merger Fast-Tracking During COVID?When it comes to accounting firm mergers, there have always been big fans—and those who want to keep their distance. Life in the COVID-19...
Aug 241 minBuild Entrepreneurial Accountants and Partners for Better SuccessionThe pandemic has made accounting practitioners more aware of limitations—and of the value that can come from changing to better manage th...
Aug 242 minCreate a Can-Do Culture at Your Firm!COVID-19 constantly reminds us of the things we can’t do these days, and, while many CPA firms have adapted to work-from-home realities, w...
Jul 312 min4 Ways to Win at Internal SuccessionFirms often think that the best and only option for succession comes externally. However, COVID-19 may have actually created conditions t...
Jul 231 minTransition Planning, No Matter What CircumstancesOur current conditions managing through a pandemic heighten the awareness and need for being well positioned and prepared for adversity. ...
Jul 101 minVideo: Dealing with Firm Transitions, Planned and UnplannedIf your accounting practice is changing leadership or ownership--whether suddenly in a crisis or in a planned exit or succession--here ar...
Jun 251 min5 reasons to move into sell mode amid coronavirusYour accounting firm's partners are all baby boomers, either planning or dreaming about retirement. Every year you ask yourselves: Is thi...
Jun 152 min10 Hot Services to ConsiderIn good times and bad, service line strength at an accounting practice is valuable. Here are 10 very appealing service areas and the reas...
Jun 41 minCOVID-19 and the New Business Imperatives for CPA FirmsBusiness for CPA firms is usually tied to four primary channels: Client service; Business development; Knowledge; and Financial prudence ...
May 191 minSupercharge Your Compensation Program!A well-designed comp structure can motivate, challenge, reward and advance your team to keep them happy and productive. In this article f...
May 71 minHow COVID-19 Impacts the Traditional Fears Around CPA Firm M&AMany CPA firm mergers and practice transfers never get realized because of fear that exists on both sides of the negotiating table. A dea...
May 71 minPodcast: Succession Planning Priorities for Every CPA FirmAs CPA firm leaders plan for succession, there are priorities that should advance to the top of every firm's list, including compromise, ...
Apr 91 minPodcast: Client Service Must-Haves for CPA FirmsOptimum Strategies' Ira Rosenbloom sat down with William Hayes of the PICPA to explore the qualities that accounting firm service systems...
Apr 81 min7 Practical Lessons Accounting Firms Can Learn From COVID-197 practical lessons CPA firms can learn from the COVID-19 crisis.
Apr 11 min10 Ways to Immunize Your Firm in a Crisis Like the CoronavirusManaging your CPA firm through any crisis requires thoughtfulness, sensitivity and patience — qualities that may not seem practical or ev...
Mar 51 minFirm Management: Top Metrics to MonitorWhat are the top five metric categories to keep an eye on to ensure success at your CPA firm? Ira Rosenblooms, Chief Operating Executive ...
Feb 171 min5 Tips to Get the Most Out of Tax Season: Optimize PerformanceTo kick off the beginning of busy season, over February and March we will share ideas to help you and your teams get the most out of tax ...
Dec 16, 20191 minYou Need a Variety of Personnel to Ensure Long-Term Firm SuccessOrganizationalists, technologists, clientologists. These are just some of the people you need in your firm if you wish to succeed in the ...
Dec 4, 20191 min10 Questions to Ask in an M&A Buyer’s MarketThe volume and pace of CPA firm mergers and acquisitions (M&A) over the past 10 years, along with the current age demographics of firm ow...
