Are You Over-Thinking an M&A Deal?
This year so far has been a hot time for CPA firm mergers and acquisitions (M&A). Firms in the M&A mindset and process may be in...
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- Jun 1, 2021
- 1 min
How COVID Has Changed Succession Planning for Accounting Firms
COVID continues to impact society and the world. The pandemic has created tragedies and difficulties, and has changed the way we approach...
19 views0 comments
- 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...
17 views0 comments
- Jun 1, 2021
- 1 min
Video Podcast: Succession Planning & Developing Talent Early
In this VSCPA Leading Forward video podcast, Maureen Dingus talks with Ira Rosenbloom, CPA, CEO of Optimum Strategies, about developing...
7 views0 comments
- 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,...
89 views0 comments
- 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....
58 views0 comments
- 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...
12 views0 comments
- 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...
25 views0 comments
- 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...
16 views0 comments
- 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...
54 views0 comments
- Apr 16, 2021
- 1 min
10 Reasons for an Advocate in M&A
Like your clients, you sometimes need to find an adviser who will be your advocate, will champion your needs objectively, and will...
41 views0 comments
- 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...
32 views0 comments
- 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 11, 2021
- 2 min
M&A Is Heating Up in 2021. Get Practical Tips to Get Ready.
There’s no doubt mergers and acquisitions (M&A) are becoming more and more a lifeline for many CPA firms, and the accounting field is...
54 views0 comments
- 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...
28 views0 comments
- 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...
7 views0 comments
- Nov 21, 2020
- 1 min
Get Ready for the Next Merger Wave
Between the pandemic, aging CPA firm owners and staffing tensions, many experts anticipate a huge uptick in firm mergers and acquisitions...
8 views0 comments
- 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...
3 views0 comments
- 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...
13 views0 comments
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