Ira S. Rosenbloom is chief operating executive of Optimum Strategies, a company that improves the performance, profitability and succession options of small- to mid-sized accounting practices across the Mid-Atlantic region.
Here are 10 suggestions to help firms think through near-term needs and create a plan to help shore up business continuity and mitigate some risks during this sensitive time.
When CPA firm leaders are in discussions to merge with another firm, the conversation at some point turns to the importance of staff retention and engagement over the short and long term.