We are proud to regularly present to NJSCPA, MACPA, PICPA and VSCPA. We also selectively speak for other organizations like the AICPA, CCH and firm associations. Our more popular current topics are:
  • Mastering the Merger Maze
  • Accountability in an Accounting Firm – converting Strategy into Reality
  • Ten Steps to improved Profitability and Accountability
  • Attributes of the Outstanding Accounting Practice
  • Should Merger/Acquisition/Sale be part of your Strategic Plan?
  • How to Assess your Continuity Options Successfully

Recent Published Articles

We’ve created a one-on-one coaching program that provides you with access to a former managing partner who will be a sounding board Ira is a provocative public speaker on practice management solutions, and a coveted author for national and trade publications. He is a contributing writer for Accounting Today, The Practicing CPA, and The Progressive Accountant, and is a long-standing member of the editorial board of the CPA Practice Management Forum. Ira’s articles have appeared in numerous state society, and electronic, industry publications. His practice management newsletter, which offers pragmatic, hands-on advice for Managing Partners, is published monthly.


VSCPA Disclosures Magazine
            September –October 2017
The Ideal Future Owner of Your Firm? Meet the Millenials!

Philadelphia Business Journal
            August 24, 2017
Nation's Fastest Growing Large CPA Firm is in Greater Philadelphia

            August 02, 2017
Don’t Settle for Good When You Can Be Irreplaceable

Philadelphia Business Journal
            June 28, 2017
2 Local CPA Firms Agree to a Merger of Equals

            June 5, 2017
Predict the Future of Your Practice with These Five Factors

Accounting Today
            April 29, 2017
Convert Staff into Your Merger Militia

Philadelphia Business Journal
            - March 13, 2017
Philadelphia Still Hot Market for CPA Firms Looking to Expand

Accounting Today
            - February 22, 2017
CPA Firm Owners, Craft Your Sales Pitch Now for Smooth Succession

Philadelphia Business Journal
            - January 19, 2017
South Jersey CPA firm enters Pa. with Main Line acquisition

Philadelphia Business Journal
            - December 7, 2016
Huge CPA firm buys Montco company with ties to MLB All-Stars

            - December 5, 2016
Predict the Future of Your Practice with These Five Factors

PICPA Pennsylvania CPA Journal
            - November 28, 2016
Managing the Fears of Practice Transition

Baltimore Business Journal
            - November 8, 2016
Why Accounting Firms Want To Get Into The Baltimore Market

Philadelphia Business Journal
            - September 7, 2016
Ohio CPA firm to acquire South Jersey's Cordua Pastore

Philadelphia Business Journal
            - July 14, 2016
A few minutes with ... Ira Rosenbloom, Optimum Strategies

Philadelphia Business Journal
            - July 6, 2016
Exclusive: NYC accounting firm acquires Montco peer

VSCPA Disclosures Magazine
            - July/ August 2016
Take Your Firm From Good to Great

            - April 28, 2016
Learn and Implement the Lessons of Tax Season

Pennsylvania CPA Journal
            - March 1, 2016
Five Factors for the Successful Buyer

The Progressive Account
            - February, 2016
Maximizing The Potential of Busy Season

Pennsylvania CPA Journal
            - - Fall 2015
Making Internal Succession A Reality 


            - September 16,2015
Pursue Practice Development Only With A Practice Enrichment Plan 


            - September 2, 2015  
5 Criteria To Be The Right Kind of Practice In Today's Market 

VSCPA Disclosures Magazine  
            - May/June 2015
Life After Closing: The Essentials to Living Happily Ever After

VSCPA Disclosures Magazine
            - March/April 2015
Want Quality of Life and Quality of Practice? Place a High Value On Both.

MACPA (Maryland Association of CPAs)
            - January 4, 2015
Maximizing the Value of Your Firm: The Win-Win You Deserve

Philadelphia Business Journal
            - January 2015
What's Behind the CPA Firms M & A Activity?