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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 the stresses and unknowns of current working conditions.


Firms managing well through COVID-19 have found ways to become more efficient, more alert, more communicative, more creative and more strategic.


Take staffing and succession issues, for example, with which firms have long struggled. In our new environment, firms must find new ways to adapt to meet those challenges. Starting with their entry level team members, firms must find ways to build accountants who are entrepreneurs—and who will one day become partners.


How can firms do that? Ira Rosenbloom mapped out 8 ways to build a culture of entrepreneurs at your firm in a recent issue of Accounting Today. Read the article.


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Optimum Strategies

​325 Sentry Parkway, Building 5 West

Blue Bell, PA 19422

Mailing Address:

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

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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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