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Video: The Right Expectations for Firm Managers (CPAFMA webinar)

  • Dec 22, 2020
  • 1 min read

Optimum Strategies' Ira Rosenbloom was invited to speak at the annual conference of the CPA Firm Managers Association (CPAFMA Accelerator), at which he led a webinar discussion about creating the right expectations for firm managers in firms of all sizes.


Topic areas included:

  1. Don’t get hung up on title. Get the job right!

  2. Boundaries – when to cross them and when to hold fast

  3. Maintaining a focus on growth and impact

  4. The Firm Manager’s role in M&A

  5. Communications strategy

  6. Mentoring and perspective

With special permission from the CPAFMA, we are sharing Ira's approximately 38-minute session with clients. Click the image below (User: accelerator; Password: 2020encore)


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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