Oct 24, 20181 min3 Roadblocks to CPA Firm ProgressWhat are the common issues that often hold a CPA firm back from achieving the success they deserve? Optimum Strategies' Chief Operating...
Sep 26, 20181 min2 Unexpected Ways to Get Ready for Tax Season: Assess Ownership and M&A ReadinessCPA firms need to run at peak during tax season. But how do you best get prepared for the busiest season before it starts? Many firm...
Jun 26, 20181 minSetting a High Bar for Successors That Is AchievableFinding the right successor is an ongoing challenge for CPA firms. Many owners who see a successor coming from another firm – through...
Jun 25, 20181 minEvent: Can Your Firm Pass the Merger Readiness Test?Miami Beach, here we come! Ira Rosenbloom, Chief Operating Executive of Optimum Strategies, will be presenting an educational session at...