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Jan 31
1 min

Podcast: Firm Succession & Metrics (an interview with Jetpack Workflow)

In this podcast interview, Optimum Strategies' Ira Rosenbloom talked with the founder and CEO of Jetpack Workflow, David Cristello, about...

6 views0 comments

Jan 27
2 min

Top 5 KPIs: Metrics That Make a Difference

Capturing and building on the right metrics is a valuable part of creating an ultra-successful firm. The good news? Metrics and data are ...

64 views0 comments

Jan 11
2 min

M&A Is Heating Up in 2021. Get Practical Tips to Get Ready.

There’s no doubt mergers and acquisitions (M&A) are becoming more and more a lifeline for many CPA firms, and the accounting field is see...

22 views0 comments

Jan 5
1 min

Podcast: 5 Key Things on Managing Partners' Minds

From tax season and staffing to deal-making and community relations, Managing Partners work to ensure firms remain efficient, profitable ...

15 views0 comments

Dec 22, 2020
1 min

Video: The Right Expectations for Firm Managers (CPAFMA webinar)

Optimum Strategies' Ira Rosenbloom was invited to speak at the annual conference of the CPA Firm Managers Association (CPAFMA Accelerator...

2 views0 comments

Dec 8, 2020
1 min

Questions to Answer Before Tax Season

Between the coronavirus, the economy and the routine mysteries of business, we all have questions. As you ready your firms for tax season...

1 view0 comments

Nov 21, 2020
1 min

Get Ready for the Next Merger Wave

Between the pandemic, aging CPA firm owners and staffing tensions, many experts anticipate a huge uptick in firm mergers and acquisitions...

1 view0 comments

Nov 19, 2020
2 min

How to Succeed with a Value-Added Practice Model

More and more CPA firms are finding ways to take their service platform and billing past traditional compliance and into value-added serv...

0 views0 comments

Oct 22, 2020
1 min

Optimum Strategies Featured at Industry Event to Help CPA Firm Managers

Managing a CPA firm in 2020 can be challenging to say the least! Firm managers can get ideas and help from experts at the CPA Firm Manage...

4 views0 comments

Oct 22, 2020
2 min

7 Steps to Boost Firm Performance

Even if your firm is performing well, every business can do better. As you try to take a breath after the October 15th deadlines, here ar...

43 views0 comments

Oct 20, 2020
1 min

Living an ROI Business Culture

Accounting firms continually make investments in talent and resources to be able to perpetuate and elevate success—and the COVID economy ...

0 views0 comments

Sep 27, 2020
1 min

How to Ace the Internal Succession Test

Convincing 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...

6 views0 comments

Sep 17, 2020
1 min

Ways to Maximize ROI at Your Firm

Are you calculating and communicating about your firm's return on investment (ROI)? Like every other business, your firm invests a lot of...

0 views0 comments

Aug 28, 2020
2 min

Are 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...

32 views0 comments

Aug 24, 2020
1 min

Build Entrepreneurial Accountants and Partners for Better Succession

The pandemic has made accounting practitioners more aware of limitations—and of the value that can come from changing to better manage th...

4 views0 comments

Aug 24, 2020
2 min

Create 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...

7 views0 comments

Aug 18, 2020
0 min

Video: 5 Things CPA Firms Are Doing to Succeed

1 view0 comments

Aug 15, 2020
0 min

Video: Build Your Firm's Future Leaders by Creating the Right Expectations

0 views0 comments

Aug 4, 2020
1 min

Video: 3 Roadblocks to CPA Firm Progress

Sure, staffing and lack of a succession plan are common answers to the question, "What's holding your accounting firm back?" But, beyond ...

0 views0 comments

Jul 31, 2020
2 min

4 Ways to Win at Internal Succession

Firms often think that the best and only option for succession comes externally. However, COVID-19 may have actually created conditions t...

10 views0 comments

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