insights for cpa firms

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,...

In this podcast interview, Optimum Strategies' Ira Rosenbloom talked with the founder and CEO of Jetpack Workflow, David Cristello, about...

Convincing someone in your firm to become your partner is not the same as marketing a product like a car that people can compare and...

The pandemic has made accounting practitioners more aware of limitations—and of the value that can come from changing to better manage...

Firms often think that the best and only option for succession comes externally. However, COVID-19 may have actually created conditions...

Our current conditions managing through a pandemic heighten the awareness and need for being well positioned and prepared for adversity....

If your accounting practice is changing leadership or ownership--whether suddenly in a crisis or in a planned exit or succession--here...