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 6, 20201 min read
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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May 6, 20201 min read
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...
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Apr 8, 20201 min read
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 8, 20201 min read
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...
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Apr 7, 20201 min read
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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Mar 31, 20201 min read
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...
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Mar 5, 20201 min read
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, 20201 min read
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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Dec 16, 20191 min read
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, 20191 min read
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...
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Nov 19, 20192 min read
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 2, 20191 min read
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, 20192 min read
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...
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Aug 11, 20191 min read
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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Jun 20, 20191 min read
Embracing Sustainability in Your CPA Practice
We often think about sustainability from an environmental perspective, but it is also important to make sure every business is focused on...
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Jun 5, 20192 min read
More than Money: Make Compensation Meaningful
4 ways to design partner compensation to be more meaningful at your accounting firm.
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May 15, 20191 min read
How to Build the Team That Will Replace You
A good succession plan is essential for your firm. Get ideas to build your bench in this Accounting Today blog written by Ira Rosenbloom.
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May 1, 20191 min read
Life After Tax Season: 10 Ideas to Reinvigorate Your CPA Firm
Now that you’ve made it through the intensity of tax season, where do you go from here? We all know there needs to be a recharging of the...
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