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Podcast: Top Metrics to Monitor

Updated: Jan 12, 2021

What are the top five metric categories to keep an eye on to ensure success at your CPA firm?


Ira Rosenblooms, Chief Operating Executive at Optimum Strategies, sat down with Bill Hayes, Managing Editor of the Pennsylvania CPA Journal (PICPA), to talk about the most effective measurement standards that firm leaders should keep an eye on to make their practices most effective.


They discussed achieved rate per hour, accounts receivable turns, gross profit margin, pipeline management and turnover, and potential.



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Optimum Strategies

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Blue Bell, PA 19422

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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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