Expectations of Future Firm Leaders

The path to partnership in a CPA firm is one that firm owners should take some time to focus on and develop. To properly prepare, the firm should map out both what performance levels, skills, and qualities they expect from their future leaders, and also what those incoming or upcoming individuals expect from the firm itself.


In this short video blog, Optimum Strategies’ Chief Operating Executive Ira Rosenbloom lays the groundwork that can help firm leaders get ready to attract and properly engage with the next generation of firm leaders, covering everything from financial targets and personal time to changing technology and mentoring expectations.




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