Transitioning and transferring practices is nothing new to the CPA world, but in this heated merger market, viability and expectations...

With the sophisticated technology available and the high level of talent and expertise CPAs and administrative staff both currently...

CPA firms commonly earn the bulk of their revenue from calendar year-end and personal tax work performed during busy/tax season. During...

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...

Developing and cultivating the next generation of leaders and owners is a crucial part of any healthy CPA practice. While succession in...

In this VSCPA Leading Forward video podcast, Maureen Dingus talks with Ira Rosenbloom, CPA, CEO of Optimum Strategies, about developing...

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,...

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

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...

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

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

Our current conditions managing through a pandemic heighten the awareness and need for being well positioned and prepared for adversity....

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

Your accounting firm's partners are all baby boomers, either planning or dreaming about retirement. Every year you ask yourselves: Is...

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

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

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.

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