CPA practice management
Optimizing Practice Performance to Maximize Profit, Satisfaction & Excellence
Better profitability and stronger leadership come from re-engineering your firm to focus on what it does best – and doing it even better.
In today’s market, that also means creating a culture where people can thrive, careers last longer, and partners have more control over their time.
At Optimum Strategies, we work with small and mid-sized CPA firms to optimize performance from the inside out so you can deliver more value to clients, operate more efficiently, and enjoy a healthier work-life balance. This isn’t surface-level tuning – it’s targeted, strategic CPA practice management optimization that removes the grind, boosts satisfaction, and keeps your best people engaged.
You’ll work directly with Ira Rosenbloom, a former managing partner who understands both the operational realities and the personal pressures of running a CPA firm. Ira moves quickly to identify what’s working, what’s holding you back, and how to implement sustainable changes.
CPA Practice Management Focus Areas
Our performance work optimizes the systems, structures, and habits that shape how your firm operates and grows. Common areas of focus include:
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Identifying and tracking leading indicators and KPIs
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Departmental structure, capacity, and service delivery
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Compensation systems and incentives
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Process efficiency and performance metrics
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Managing partner and leadership team development
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Strategic planning, prioritization, and implementation
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Leadership retreats, workshops, and firm alignment session
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Our approach is both strategic and practical, designed to provide firm leaders with the insight and execution tools that move the business forward.
Performance Optimization Study
CPA Practice management Diagnostic Project
This confidential study provides an objective assessment of your firm’s operational health and strategic readiness.
We review KPIs, market positioning, and internal challenges, then deliver a tailored action plan to improve profitability, increase internal alignment, and strengthen competitive standing.
This comprehensive assessment examines a CPA firm’s performance, structure, and strategic direction. It typically includes one-on-one interviews with firm owners, administrative leaders, and senior staff; an analysis of KPIs; and a review of core operational areas such as:
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Client protocols and grading
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Marketing and business development materials
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Billing and collection practices
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Compensation models and job descriptions
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The goal is to identify inefficiencies, clarify leadership priorities, and deliver actionable recommendations that strengthen firm performance across key areas.
Strategic Advancement Plan & Retreats
We facilitate structured retreats and planning sessions that help your CPA practice management team define the firm’s vision, agree on business priorities, and resolve roadblocks. Each engagement includes pre-session discovery and analysis, live facilitation, and a follow-up action plan with defined accountability and timelines.
Build Performance You Can Measure
Better results don’t come from working harder – they come from setting the right priorities, aligning your team, and building systems that support growth.
At Optimum Strategies, Ira’s proactive, high-touch service and real-world leadership insights guide the process, providing you with the tools and strategies to improve CPA practice management and performance in a way that’s measurable, manageable, and sustainable.
