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

Updated: Jan 12, 2021

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.




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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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