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Use the 4 Ps to Achieve Success as a Managing Partner

With the sophisticated technology available and the high level of talent and expertise CPAs and administrative staff both currently offer, one might think managing a CPA firm is easier than ever.


Nothing could be further from the truth.


The advances made throughout the industry have only heightened the complexities and benchmarks needed for leaders to excel.


In a PICPA CPA Now blog, Optimum Strategies' Ira Rosenbloom outlines the four characteristics (the 4 Ps) necessary to both gauge and achieve performance excellence as a managing partner.



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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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