Apr 16, 20211 min10 Reasons for an Advocate in M&ALike your clients, you sometimes need to find an adviser who will be your advocate, will champion your needs objectively, and will...
Jan 31, 20211 minPodcast: 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...
Jan 27, 20212 minTop 5 KPIs: Metrics That Make a DifferenceCapturing and building on the right metrics is a valuable part of creating an ultra-successful firm. The good news? Metrics and data are...
Jan 11, 20212 minM&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...