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Video: 3 Roadblocks to CPA Firm Progress

  • Aug 4, 2020
  • 1 min read

Updated: Apr 3, 2022

Sure, staffing and lack of a succession plan are common answers to the question, "What's holding your accounting firm back?"


But, beyond that, there are three major areas that can impede many CPA firms from propelling their businesses to even greater heights.


Optimum Strategies' Chief Operating Executive, Ira Rosenbloom, outlines those three areas and how to overcome them in this video (less than 5 minutes).


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​325 Sentry Parkway, Building 5 West

Blue Bell, PA 19422

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Mailing Address:

P.O. Box 962, Spring House, PA 19477

215-694-8084

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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 

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