Organizationalists, technologists, clientologists. These are just some of the people you need in your firm if you wish to succeed in the future. And this is doubly important if you are succession-minded and looking to replace yourself.
In a PICPA podcast, Ira Rosenbloom from Optimum Strategies discusses the new CPA firm landscape, and outlines the individuals needed to ensure long-term success now--and after an owner’s departure.
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