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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...

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Jul 23, 2020
1 min

Transition Planning, No Matter What Circumstances

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

3 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 25, 2020
1 min

5 reasons to move into sell mode amid coronavirus

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

6 views0 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...

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May 7, 2020
1 min

How COVID-19 Impacts the Traditional Fears Around CPA Firm M&A

Many CPA firm mergers and practice transfers never get realized because of fear that exists on both sides of the negotiating table. A...

3 views0 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

Apr 9, 2020
1 min

Podcast: Client Service Must-Haves for CPA Firms

Optimum Strategies' Ira Rosenbloom sat down with William Hayes of the PICPA to explore the qualities that accounting firm service systems...

7 views0 comments

Apr 9, 2020
1 min

Podcast: Client Service Must-Haves for Every Firm

In the second of a PICPA five-part series on the top priorities for CPA firm management, Ira Rosenbloom of Optimum Strategies explores...

0 views0 comments

Apr 8, 2020
1 min

7 Practical Lessons Accounting Firms Can Learn From COVID-19

7 practical lessons CPA firms can learn from the COVID-19 crisis.

7 views0 comments

Apr 7, 2020
1 min

Video: How to Conduct 'Business as Usual' in These Unusual Times

How should CPA firms focus their time and attention for maximum benefit in these times of uncertainty and anxiety? Focus on the parts of...

0 views0 comments

Apr 1, 2020
1 min

10 Ways to Immunize Your Firm in a Crisis Like the Coronavirus

Managing your CPA firm through any crisis requires thoughtfulness, sensitivity and patience — qualities that may not seem practical or...

4 views0 comments

Mar 5, 2020
1 min

Podcast: Top Metrics to Monitor

What are the top five metric categories to keep an eye on to ensure success at your CPA firm? Ira Rosenblooms, Chief Operating Executive...

13 views0 comments

Feb 17, 2020
1 min

5 Tips to Get the Most Out of Tax Season: Optimize Performance

To kick off the beginning of busy season, over February and March we will share ideas to help you and your teams get the most out of tax...

5 views0 comments

Feb 4, 2020
1 min

Video: How to Be a Smart Buyer

Ira Rosenbloom, Chief Operating Executive, Optimum Strategies, talks about the necessary steps for CPA firm owners to think about when...

1 view0 comments

Jan 7, 2020
0 min

Video: How to Get Ready for an External Transition (M&A)

0 views0 comments

Dec 16, 2019
1 min

Podcast: You Need a Variety of Personnel to Ensure Long-Term Firm Success

Organizationalists, technologists, clientologists. These are just some of the people you need in your firm if you wish to succeed in the...

1 view0 comments

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