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Podcast: Client Service Must-Haves for Every Firm

In the second of a PICPA five-part series on the top priorities for CPA firm management, Ira Rosenbloom of Optimum Strategies explores the qualities that service systems must have to satisfy clients. Among the traits he touches upon are accessibility, proactivity, and time-sensitivity.



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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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