Known & Trusted
CPA firm leaders in Philadelphia, Baltimore, Richmond, Washington, DC – and across and beyond the mid-Atlantic region – rely on Optimum Strategies to provide the market-proven insights and practical advice needed to make firms stronger and better positioned for success.
A trusted practice management adviser and consultant, Optimum Strategies specializes in mergers and transitions (M&A), ownership planning solutions, and firm effectiveness and performance.
We work with dozens of top firms each year to help them navigate practice combinations or better manage their practices to improve performance, accountability, and client satisfaction.
And those clients often return time and again for the kind of trusted advice and holistic solutions that only Optimum Strategies can offer.
We work to improve the performance, profitability, and succession options of small to mid-sized accounting practices, and work to turn staff members into leaders and leaders into managing partners.
Since 2010, Optimum Strategies has been the go-to resource for CPA firms across Pennsylvania, Delaware, New Jersey, Maryland, Virginia, and Washington, DC that are looking for ways to get stronger.
Chief Operating Executive Ira S. Rosenbloom, CPA (LR), The Merger Master℠, works with top CPA firms to help them navigate practice combinations or better manage their firms to improve performance, accountability, and client satisfaction.
He has served on the AICPA Management of Accounting Practice Committee and on the Board of Trustees of the New Jersey Society of CPAs. He is also in demand as a speaker and author. More about Ira.
As part of our mission to give back to the communities where we operate, Optimum Strategies will contribute 5% of the revenues for every project in excess of $10,000 to charitable organizations that help children and families in medical need.