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COVID-19 and the New Business Imperatives for CPA Firms

Business for CPA firms is usually tied to four primary channels:

  • Client service;

  • Business development;

  • Knowledge; and

  • Financial prudence

The more you continue to keep your primary channels healthy, the better you will do — no matter the disruption.


During the pandemic, here are some new business imperatives to address each of the primary channels at your practice. 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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