Accounting Practice Advisers

Many CPA firm mergers and practice transfers never get realized because of fear that exists on both sides of the negotiating table. A deal that looks really ...

As CPA firm leaders plan for succession, there are priorities that should advance to the top of every firm's list, including compromise, vision, team composi...

Optimum Strategies' Ira Rosenbloom sat down with William Hayes of the PICPA to explore the qualities that accounting firm service systems must have to satisf...

7 practical lessons CPA firms can learn from the COVID-19 crisis.

Managing your CPA firm through any crisis requires thoughtfulness, sensitivity and patience — qualities that may not seem practical or even possible during t...

What are the top five metric categories to keep an eye on to ensure success at your CPA firm? Ira Rosenblooms, Chief Operating Executive at Optimum Strategie...

To 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 season—without going...

Organizationalists, technologists, clientologists. These are just some of the people you need in your firm if you wish to succeed in the future. And this is ...

The volume and pace of CPA firm mergers and acquisitions (M&A) over the past 10 years, along with the current age demographics of firm owners, has created wh...

The active M&A market shows no signs of slowing down. Here are 10 quick tips to understand the positives and negatives of the activity.

Negotiating the terms for a CPA practice transfer or merger is the most important step in setting the stage for a successful transaction. Nearly as important...

More than ever, the common driving force for CPA firms throughout the country is figuring out the return on investment (ROI) for every change that happens. A...

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

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 “batteries.” But is...

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

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

Merger and acquisition (M&A) activity among accounting firms has been very prevalent over the past 5 to 10 years. To get a handle on trends in this area, Acc...

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 firm should map out bot...