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NEWS, EVENTS & INSIGHTS

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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...

10 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...

79 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...

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...

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...

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...

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...

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 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 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,...

7 views0 comments

Aug 18, 2020
0 min

Video: 5 Things CPA Firms Are Doing to Succeed

1 view0 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...

10 views0 comments

Jul 10, 2020
1 min

Video: Dealing with Firm Transitions, Planned and Unplanned

If your accounting practice is changing leadership or ownership--whether suddenly in a crisis or in a planned exit or succession--here...

1 view0 comments

Jun 15, 2020
2 min

10 Hot Services to Consider

In good times and bad, service line strength at an accounting practice is valuable. Here are 10 very appealing service areas and the...

32 views0 comments

Jun 10, 2020
1 min

Podcast: Personnel Priorities for Every Firm

As part of this podcast series with PICPA, Ira Rosenbloom, Chief Operating Executive of Optimum Strategies, sits down with editor Bill...

0 views0 comments

Jun 4, 2020
1 min

COVID-19 and the New Business Imperatives for CPA Firms

Business for CPA firms is usually tied to four primary channels: Client service; Business development; Knowledge; and Financial prudence...

1 view0 comments

May 19, 2020
1 min

Supercharge 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...

1 view0 comments

May 7, 2020
1 min

Podcast: Succession Planning Priorities for Every CPA Firm

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

3 views0 comments

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