Podcast: You Need a Variety of Personnel to Ensure Long-Term Firm Success

Updated: Jan 12

Organizationalists, technologists, clientologists. These are just some of the people you need in your firm if you wish to succeed in the future. And this is doubly important if you are succession-minded and looking to replace yourself.

In a PICPA podcast, Ira Rosenbloom from Optimum Strategies discusses the new CPA firm landscape, and outlines the individuals needed to ensure long-term success now--and after an owner’s departure.

Listen to and download the podcast or read the transcript.

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