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 […]

Creating Great Habits

Reflections on Creating Great Habits

Reflections on Creating Great Habits Every week at Poe Group Advisors we have a Monday morning call to get the team ready for the week. One of the highlights on the call is everyone’s “3 Crucial Results”.  These are the 3 things that each person commits to getting done that week.  After doing this for […]

How to lead successful growth and change in a CPA firm

How to Grow Your CPA Firm

How to lead successful growth and change in a CPA firm. This column –which is a case study of sorts- was written in cooperation with Robert Siegfried Jr., CPA who is the CEO and Founder of The Siegfried Group – a leading, national CPA firm.  Rob has created an incredible firm in a relatively short […]

Starting or Buying an Accounting Practice? Get Family Support First

Starting or Buying an Accounting Practice? Get Family Support First

Starting or Buying an Accounting Practice? Get Family Support First The early years of starting or buying an accounting practice will take a big time commitment, but the flexibility is great once you get past the start-up phase. By being your own boss, you have the opportunity to choose the lifestyle you like. This does […]