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Video Podcast: Succession Planning & Developing Talent Early

Video Podcast: Succession Planning & Developing Talent Early

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

Video: The Right Expectations for Firm Managers (CPAFMA webinar)

Video: The Right Expectations for Firm Managers (CPAFMA webinar)

Video: The Right Expectations for Firm Managers (CPAFMA webinar)

Optimum Strategies' Ira Rosenbloom was invited to speak at the annual conference of the CPA Firm Managers Association (CPAFMA...

Dec 22, 20201 min read

Video: 5 Things CPA Firms Are Doing to Succeed

Video: 5 Things CPA Firms Are Doing to Succeed

Video: 5 Things CPA Firms Are Doing to Succeed

Aug 17, 20200 min read

Video: Build Your Firm's Future Leaders by Creating the Right Expectations

Video: Build Your Firm's Future Leaders by Creating the Right Expectations

Video: Build Your Firm's Future Leaders by Creating the Right Expectations

Aug 14, 20200 min read

Video: 3 Roadblocks to CPA Firm Progress

Video: 3 Roadblocks to CPA Firm Progress

Video: 3 Roadblocks to CPA Firm Progress

Sure, staffing and lack of a succession plan are common answers to the question, "What's holding your accounting firm back?" But, beyond...

Aug 3, 20201 min read

Video: Dealing with Firm Transitions, Planned and Unplanned

Video: Dealing with Firm Transitions, Planned and Unplanned

Video: Dealing with Firm Transitions, Planned and Unplanned

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

Jul 9, 20201 min read

Video: How to Get Ready for an External Transition (M&A)

Video: How to Get Ready for an External Transition (M&A)

Video: How to Get Ready for an External Transition (M&A)

Jan 7, 20200 min read

325 Sentry Parkway, Building 5 West

Blue Bell, PA 19422

Mailing Address:

P.O. Box 962, Spring House, PA 19477

info@optimumstrategies.com

©2025 Optimum Strategies, LLC

All Rights Reserved

optimizing advantage for CPA firms

Optimum Strategies helps Mid-Atlantic CPA firms in Philadelphia, Cherry Hill, Baltimore, Bethesda, Arlington, Reston, Richmond, and Washington, DC — as well as surrounding regions — plan internal succession, improve performance, and navigate mergers and acquisitions. Led by Ira Rosenbloom, we provide strategic support for every stage of firm growth and transition.

Serving the Mid-Atlantic

Pennsylvania, Delaware, New Jersey, Maryland, Virginia, and Washington, DC.

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