Category: Podcasts

From Traditional to Cloud: How to Transition Your Accounting Firm with Barbara Agerton
If you’re looking for practical tools and implementations for converting to the cloud from a traditional firm give this podcast a listen. Barbara and I dive into what her transition...

Buying & Growing a CPA Practice
Podcast w/ Jason Ding Jason Ding is a young practice owner who purchased his CPA firm in the Vancouver, BC area through Poe Group Advisors in 2018. Jason is the...

(Podcast) Making the Move to the Cloud with Cecilia Gordillo & Natasha Mclaren-Doerr
There can be a good deal of skepticism and uncertainty when it comes to taking the leap and starting a cloud firm but Cecilia and Natasha are an excellent example...

How to Scale a Cloud Accounting Firm – $0-$750K in 2.5 years (Podcast)
Alex Dawes spent 2 and a half years on her fully remote cloud firm Virtual CFO Solutions and took it from $0-$750K. Wow…that’s fast! In 2021, she sold through Poe...

Trends and Advice for Modernizing your Accounting Firm with Bruce Coombes (Podcast)
Bruce Coombes joined us on Accountants’ Flight Plan, all the way from Australia. He offered interesting insight into some universal truths in the accounting profession. Bruce became a chartered accountant...

How to Modernize your accounting firm to Go Virtual (Podcast)
The Poe Group team met Carla Caldwell at the AICPA Engage conference this year and we invited her on the podcast to discuss what everyone wants to know about… tech....

How Mario Pizzamiglio, CPA, cut his client list, increased his revenue, and reduced his hours (Podcast)
Mario cut his client list by 150 clients and increased his revenue by $150,000 all the while setting boundaries around his weekends and nights. In this experience share Mario says,...

How to attract and keep employees (Podcast)
We know that hiring and retaining staff is a huge struggle for many businesses right now, not just in the accounting industry. In short, what employees want is work-life balance,...
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