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CPA Conversations podcast


Dec 16, 2019

The rate at which technology is changing the CPA world is also changing the sorts of professionals CPA firms need to succeed. Getting this personnel formula correct is doubly important when you are a practitioner nearing retirement and looking to replace yourself. To discuss the new CPA firm landscape as well as the individuals needed to ensure long-term success after an owner’s departure, we met with Ira Rosenbloom, chief operating executive for Optimum Strategies in Spring House, Pa.

To read the full transcript click here.