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Video Podcast: Succession Planning & Developing Talent Early
In this VSCPA Leading Forward video podcast, Maureen Dingus talks with Ira Rosenbloom, CPA, CEO of Optimum Strategies, about developing...
May 31, 20211 min read
10 Steps to a Superior Tax Department
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,...
May 18, 20212 min read
Podcast: Firm Succession & Metrics (an interview with Jetpack Workflow)
In this podcast interview, Optimum Strategies' Ira Rosenbloom talked with the founder and CEO of Jetpack Workflow, David Cristello, about...
Jan 31, 20211 min read
How to Ace the Internal Succession Test
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...
Sep 27, 20201 min read
Build Entrepreneurial Accountants and Partners for Better Succession
The pandemic has made accounting practitioners more aware of limitations—and of the value that can come from changing to better manage...
Aug 24, 20201 min read
Aug 14, 20200 min read
4 Ways to Win at Internal Succession
Firms often think that the best and only option for succession comes externally. However, COVID-19 may have actually created conditions...
Jul 31, 20202 min read
Transition Planning, No Matter What Circumstances
Our current conditions managing through a pandemic heighten the awareness and need for being well positioned and prepared for adversity....
Jul 22, 20201 min read
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