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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 Ha...

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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 ...

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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 f...

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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 dea...

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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, ...

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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...

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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 th...

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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.

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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 ...

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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 ev...

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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 ...

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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 ...

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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 en...

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Jan 7, 2020
0 min

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

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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 ...

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Dec 4, 2019
1 min

10 Questions to Ask in an M&A Buyer’s Market

The volume and pace of CPA firm mergers and acquisitions (M&A) over the past 10 years, along with the current age demographics of firm ow...

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Nov 19, 2019
2 min

A Discerning Firm's Guide to the Buyers' Market

The active M&A market shows no signs of slowing down. Here are 10 quick tips to understand the positives and negatives of the activity.

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Sep 3, 2019
1 min

Practice Integration Imperatives

Negotiating the terms for a CPA practice transfer or merger is the most important step in setting the stage for a successful transaction....

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Aug 19, 2019
2 min

5 Ways to Unleash the Power of ROI at Your Firm

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

18 views0 comments

Aug 12, 2019
1 min

Podcast: Financials Are Important, But Don't Forget a Well-Designed Integration

Negotiating the terms for a CPA practice transfer or merger (M&A) is, of course, a very important step to set the stage for a successful ...

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