Many CPA firm leaders grapple with the right approach to practice succession. To help firms figure out the best succession solution for...

Tax season puts all CPA firms to the test. It requires that your people, procedures, technology, and client services are all working at...

Successful practice continuity depends on making three parties happy: Clients, firm owners, and the next set of owners, successors, or...

Talent conditions in the CPA community impact firms in many ways. While larger firms may have advantages at times, they too have...

Accounting firms that are focused on growing the leadership bench have typically followed a conventional path for partners, which...

Many CPA firms are now hard at work negotiating deals to be effective in the fourth quarter of 2023, or no later than January 1, 2024....

Succession and practice continuity are burning issues for small and mid-sized accounting firms. While there is no one-size-fits-all...

CPA firms often turn to the topic of succession right after busy season. The issue is not a new one, and the answers are never simple....

Succession has long been a challenge for many accounting firms. While internal succession has been the preference for many practices,...

The complexities of succession are significant no matter whether the route you take is internal or external. Either scenario requires a...

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...