Building Great Leaders 

Success as an accounting firm Partner requires top technical skills, as well as strong business and management talents. Being the best at the business and management roles is often optimized with coaching, mentoring and outside perspective.

To ensure the optimum evolution of Partner performance, many firms invest in executive coaching to ensure the Partner—and the firm—get the biggest ROI.

Managing Partner On-Call Program
Optimum Strategies' coaching program is designed to allow current and potential Managing Partners to test their ideas, express concerns without internal ramifications, gain independent perspective and obtain practical insights from someone who has been in the Managing Partner’s shoes and continues to be in sync with their thoughts and concerns.

The Managing Partner On-Call program is conducted in 3-month modules with 6 on-call sessions. Each will be performed primarily based on semi-monthly face-to-face conferences of approximately 30-45 minutes. An agenda is set one week ahead of the conference.

Services will be customized to your priorities. After the initial module, the full program may continue or a more streamlined approach may be introduced as needed.

Executive Coaching Empowers Leaders & Solidifies Succession
Contact us to find out more about Managing Partner On-Call and other ways we may help cultivate your firm leaders.

Other Areas of Expertise


Retreats: Activate Your

Strategic Advancement Plan

Optimum Strategies facilitates information-gathering and team-building retreats for firm staff and owners, typically as an integral part of a firm’s overall Strategic Advancement Plan.
The interactive retreats are a chance to step away from daily duties, focus on the firm’s overall vision and business priorities, build consensus around a path forward, and discuss as a team any roadblocks and ways to overcome them.
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Build your practice's potential.

Find out how Optimum Strategies can put your firm on the best path to success.

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