Welcome to the IMA Partner Perspectives

IMA Partner Perspectives offers thought leadership and resources from leading organizations across the accounting and finance industry. This content is provided by IMA's industry partners and sponsors, and is designed to offer diverse perspectives and insights that may be helpful to your work. Since these are not produced by IMA, please keep in mind that these are the views and recommendations of our partners. Interested in contributing content to IMA Partner Perspectives? For more information on posting content in the Knowledge Hub, please click here.

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Friday, January 16, 2026 Intuit for Retirement

Downsizing your client base: A 9-step transition checklist

If you’re making space for retirement, stepping back, or downsizing, this handy checklist will help you set milestones, track your progress, and keep your long-term objectives top of mind.

Guide