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 […]

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 […]