Optimum Strategies, LLC Employee Directory

AccountingPennsylvania, United States0-1 Employees

Optimum Strategies helps CPA firms of $1 million to $20 million succeed in M&A and achieve the right mix of performance, profitability and continuity. When you need a pragmatic advisor with recent and relevant experience in the trenches, we will be your source for practical, results-driven strategies to optimize internal or external succession. 

Chief Operating Executive Ira Rosenbloom offers the unique combination of entrepreneurial perspectives gained as managing member of a mid-sized New Jersey firm and the corporate perspectives earned as a practice leader after combining with a top regional firm. 

After a 25+ year career as a public accountant, Ira works with dozens of firms annually primarily in the Mid- Atlantic States to strengthen practice management, enhance profitability, develop practice continuity, refine processes, optimize personnel and  create effective succession plans.

Connect with Ira's profile here: http://bit.ly/IRAconnect 

The focus of our work with clients is helping them implement effective strategies while also fine-tuning the fundamentals of their practice operations so firms are well positioned for optimum financial success today and succession planning for tomorrow. 

Our strong knowledge of the factors in the Mid- Atlantic States makes us very effective with what we call  the Four P’s: 

Ø profitability expansion 

Ø performance improvement 

Ø personnel optimization 

Ø practice continuity 

Each engagement is custom tailored to the specific firm needs so we can act as an adviser, a coach, or even an outsourced member of the team. 

We also work with firms on planning and facilitating partner retreats and developing in-house workshops and training. We help you build your specific firm action plan for the future – the roadmap that aligns your clients, personnel and services for optimum results.

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