Data to Drive Excellence and Enhance Recruiting and M&A Options
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ARTICLES, PODCASTS & VIDEOS
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- Sep 12, 2022
- 2 min
Will Partner Compensation Derail Your M&A Plans?
Partner compensation is the perfect gauge for firm success, partner achievement, and partner happiness. Many firms have intricate...
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- Apr 11, 2022
- 1 min
Use the 4 Ps to Achieve Success as a Managing Partner
With the sophisticated technology available and the high level of talent and expertise CPAs and administrative staff both currently...
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- Feb 28, 2022
- 2 min
5 Best Practices Merger-Minded CPA Firms Must Follow During Tax Season and Beyond
CPA firms commonly earn the bulk of their revenue from calendar year-end and personal tax work performed during busy/tax season. During...
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- Jan 27, 2022
- 2 min
5 Steps to Make M&A Success Happen This Year
In 2021, we worked successfully on M&A with firms ranging from $1.5 to $250 million in annual revenue. Here are five lessons from those...
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- Oct 22, 2021
- 1 min
Live the Succession Process
Developing and cultivating the next generation of leaders and owners is a crucial part of any healthy CPA practice. While succession in...
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- Jun 1, 2021
- 1 min
Podcast: Top 5 Qualities That Make Your HR Staff Shine
More than hiring and firing, a CPA firm's human resources (HR) staff facilitates collaboration and helps the entire team find the best...
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- May 18, 2021
- 2 min
10 Steps to a Superior Tax Department
Running a CPA firm tax department may be a dream role for many professionals or a nightmare. If it is your dream or your responsibility,...
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- May 13, 2021
- 2 min
How to Protect Your Best Clients from Your Competitors
In every market, CPA firms have a wish list of clients they would like to have. Clients will change accountants for all kinds of reasons....
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- May 12, 2021
- 1 min
Podcast: What to Expect from a Firm Marketing Professional
A CPA firm's marketing staff is critical to getting positive messages out in the marketplace to build bridges with clients, potential...
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- May 11, 2021
- 1 min
Top 10 Steps to Maximize Profitability
Maximizing profitability is not as simple as raising billing rates and controlling costs. It is a disciplined process that will influence...
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- May 4, 2021
- 1 min
Podcast: What to Expect from a Firm Operations Manager
The Firm Operations Manager (also known as Firm Administrator, COO, or Firm Manager) is a linchpin position in any CPA firm. This person...
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- Apr 27, 2021
- 1 min
5 Priorities to Tackle Post-Busy Season
After traditional busy seasons, firms took stock, took a breather and planned for improvements ahead. After the first COVID busy season...
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- Jan 31, 2021
- 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...
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- Jan 27, 2021
- 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...
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- Jan 5, 2021
- 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...
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- 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...
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- 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...
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- 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...
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- 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...
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