Repeat Customers

Repeat Customers

Repeat Customers Last year, approximately 15% of our CPA practice sales were bought by clients who had purchased from us before. We are really proud of that fact because it means we are doing things right.  I wanted to reflect on why this happens at Poe Group Advisors. Here are some of the things that […]

Accounting Practices for Sale

Why CPA’s Should Stop Billing & Start Pricing

Why CPA’s Should Stop Billing & Start Pricing If you consider yourself to be a good “biller” you are probably really a good “pricer.”  Billing is a term that is so familiar that it’s engrained in most CPAs.  If you truly are just “billing” then you are almost certainly: Leaving money on the table. Wasting […]

Accounting Practices for Sale

Don’t Sweat the Little Stuff

  The Parking Lot Not too long ago, we were adding a person to our staff and I went to Fred who ran our office building to ask where our new person should park.  He said, “Well, that’s going to be problematic.”  To which I said, “What’s the problem?”  Fred looked at me and pulled […]

Buying a CPA Practice? Balancing patience & decisiveness

Buying a CPA Practice? Balancing Patience & Decisiveness

Buying a CPA Practice? Balancing Patience & Decisiveness What’s the difference between being decisive and being impulsive when buying a CPA practice?  To the outside observer, watching a decisive business person (who also makes good decisions) can look easy…even a little bit like impulsiveness.  How does one make quick, good decisions?  What might be closer […]