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Data to Drive Excellence and Enhance Recruiting and M&A Options

Strong success provides firms with more options to recruit and train talent, promote leaders, add services, and complete transactions that it wants to close.


Like all businesses, CPA firms must know how to assess success and identify areas in need of improvement to recruit and train talent, promote leaders, add services, and complete transactions. And that requires good data.


For CPA Practice Advisor, Optimum Strategies' Ira Rosenbloom assembled 10 powerful data points that CPA firm leaders should focus on to excel and to achieve advantage in conversations with high performing recruits and potential merger partners.





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