Terms of Use | Poe Group Advisors



Terms of Use

The following Terms of Use are entered into by and between you and Brannon Poe, CPA LLC D/B/A Accounting Practice Academy™ (“The Company”).

The following terms and conditions, together with any documents they expressly incorporate by reference (collectively, these “Terms of Use”), govern your access to and use of Accounting Practice Academy™, including any content, functionality and services offered through Accounting Practice Academy (the “Website”), whether as a guest or a registered user.

Please read the Terms of Use carefully before you start to use the Website. By using the Website or by clicking to accept or agree to the Terms of Use when this option is made available to you, you accept and agree to be bound and abide by these Terms of Use, incorporated herein by reference. If you do not want to agree to these Terms of Use including the agreements incorporated by reference herein, you must not access or use the Website.


The Accounting Practice Academy™ is a mutual commitment. We want you to be satisfied with your results, and we also want you to give your best effort to apply all of the strategies in the program. Accounting Practice Academy™ provides a 21-day money-back guarantee for the Program. That money-back guarantee is governed by the following terms:

In order to qualify for a refund, you must submit proof that you did the work in the course and it did not work for you. In the event that you decide your purchase was not the right decision, within 21 days of the first module being released, contact our support team at info@poegroupadvisors.com and let us know you’d like a refund by the 21st day at 11:59 PM EST. You must include your coursework with your request for a refund. If you request a refund and do not include your coursework by the 21st day, you will not be granted a refund.

The work that you need to submit with your request for a refund includes ALL of the following items:

  • Requirement 1: Complete and attach your 80/20 Client Worksheet from Module 1.
  • Requirement 2:  Complete and attach your Goal Worksheet from Module 2.
  • Requirement 3:  Complete and attach your Practice Information Worksheet from Module 3.
  • Requirement 4: Tell us why this course was not a good fit for you and your business needs. What did you expect that you did not get once inside the program?

We will NOT provide refunds for any request that comes more than 21 days following the release of Module 1. After day 21, all payments are non-refundable and you are responsible for full payment of the fees for the program regardless of whether you complete the program.

Please note: If you opted for a payment plan and you do not request a refund within 21 days, with the required coursework at the time of your refund request, you are required by law to complete the remaining payments of your payment plan.

Upon determining that you are entitled to a refund pursuant to this policy, Accounting Practice Academy will promptly issue an instruction to its payment processor to issue the refund. Accounting Practice Academy™ does not control its payment processor and will not be able to expedite any refunds.

If you receive a refund of any purchase through this money-back guarantee, that shall immediately terminate any and all licenses granted you to use the material provided to you under this Agreement. You shall immediately cease using the material and shall destroy all copies of the information provided to you, including without limitation: video recordings, audio recordings, forms, template documents, slide shows, membership areas, social media groups limited to paying members, and other resources.

All refunds are discretionary as determined by Accounting Practice Academy™ and Brannon Poe, CPA LLC. To further clarify, we will not provide refunds for requests made after the 21st day from your date of purchase and all payments must be made on a timely basis. If payments are not made on time, you agree to pay interest on all past-due sums at a rate of 1.5% per month or the highest rate allowed by law, whichever is greater, as well as any collection costs incurred.

Withdrawal: If, in the opinion of our coaches, you’re not contributing to the culture and forward motion of your cohort, we’ll let you know. If you’re still not able to actively participate, we’ll ask you to withdraw from the workshop. In this situation, there is no refund.

If you have any questions or problems, please let us know by contacting our support team directly. The support desk can be reached at: info@poegroupadvisors.com.


The Accounting Practice Academy™ is informal, unaccredited, and non-bureaucratic. We want to keep it that way. If you are taking this for official course credit for CPE, this isn’t for you.  If you’d like a letter to document your enrollment for possible consideration for CPE in your state or province, we’d be happy to provide that. Please direct your requests to info@poegroupadvisors.com.

Helping to Protect our Intellectual Property

This course is the property of Accounting Practice Academy™ and Brannon Poe, CPA LLC. All course materials are owned by Brannon Poe, CPA LLC. Any reproduction, distribution, or commercial use of the concepts, strategies, methods, materials, and all other trademarks, copyrights, and other intellectual property owned by Brannon Poe, CPA LLC is prohibited without the express written permission of Brannon Poe, CPA LLC.

Should any action be commenced to enforce the Company’s rights herein, the laws of South Carolina shall control. Suit will be brought in Charleston, SC. Brannon Poe, CPA LLC shall be entitled to recover the expenses connected with enforcing any of its rights hereunder, including legal fees, court costs, and/or any other reasonable collection costs that may be incurred relating to the enforcement of such rights.

Use of Paid Courses, Programs, and Associated Material: The Company from time-to-time provides various courses, programs, and associated material for sale on this website. The Company grants you a limited, personal, non-exclusive, non-transferable license to use our courses, programs, and associated material (collectively the “Courses”) for your own personal or internal business use. Except as otherwise provided, you acknowledge and agree that you have no right to modify, edit, copy, reproduce, create derivative works of, reverse engineer, alter, enhance or in any way exploit any of the Courses in any manner.

By ordering or participating in Courses, you agree that the Courses you purchase or download may only be used by you for your personal or business use and may not be sold or redistributed without the express written consent of the Company.

By ordering or participating in the Courses, you further agree that you shall not create any derivative work based upon the Courses and you shall not offer any competing products or services based upon any information contained in the Courses.

Use of Templates and Forms: The Company provides various templates and/or forms for download and/or sale on this Website. The Company grants you a limited, personal, non-exclusive, non-transferable license to use our templates and/or forms for your own personal or internal business use. Except as otherwise provided, you acknowledge and agree that you have no right to modify, edit, copy, reproduce, create derivative works of, reverse engineer, alter, enhance or in any way exploit any of the templates and/or forms in any manner, except for modifications in filling out the templates and/or forms for your authorized use.

By ordering or downloading Forms, you agree that the Forms you purchase or download may only be used by you for your personal or business use and may not be sold or redistributed without the express written consent of the Company.

Accessing the Website and Account Security: We reserve the right to withdraw or amend this Website and any service or material we provide on the Website in our sole discretion without notice. We will not be liable if for any reason all or any part of the Website is unavailable at any time or for any period. From time to time, we may restrict access to some parts of the Website, or the entire Website, to users, including registered users.

If you choose, or are provided with, a user name, password or any other piece of information as part of our security procedures, you must treat such information as confidential, and you must not disclose it to any other person or entity. You also acknowledge that your account is personal to you and agree not to provide any other person with access to this Website or portions of it using your user name, password or other security information. You agree to notify us immediately of any unauthorized access to or use of your user name or password or any other breach of security. You also agree to ensure that you exit from your account at the end of each session. You should use a particular caution when accessing your account from a public or shared computer so that others are not able to view or record your password or other personal information.

We have the right to disable any user name, password or other identifier, whether chosen by you or provided by us, at any time in our sole discretion for any or no reason, including if, in our opinion, you have violated any provision of these Terms of Use.


The materials provided on this site are for informational purposes only. Any of the suggestions, strategies and all other information available through Accounting Practice Academy™ is meant to strengthen your common sense, and not a substitute for it. It is also not a substitute for the advice of your doctor, lawyer, accountant, or any of your advisors, personal or professional.

The Company provides educational and informational resources that are intended to help users of this Website succeed. You nevertheless, recognize that your ultimate success or failure will be the result of your own efforts, your particular situation, and innumerable other circumstances beyond the control and/or knowledge of the Company.

The Company makes no warranties regarding the performance or operation of this website. The Company further makes no representations or warranties of any kind, express or implied, as to the information, contents, materials, documents, programs, products, books, or services included on or through this website. To the fullest extent permissible under the law, the Company disclaims all warranties, express or implied, including implied warranties of merchantability and fitness for a particular purpose.

Indemnification: You agree to indemnify, defend, and hold harmless the Company, its officers, directors, employees, agents and third parties, for any losses, costs, liabilities and expenses (including reasonable attorneys’ fees) relating to or arising out of your use of or inability to use the Website or services, any user postings made by you, your violation of any terms of the Agreement or your violation of any rights of a third party, or your violation of any applicable laws, rules or regulations. The Company reserves the right, at its own cost, to assume the exclusive defense and control of any matter otherwise subject to indemnification by you, in which event you will fully cooperate with the Company in asserting any available defenses.

Rights & Permission

This course is the property of Brannon Poe, CPA LLC. All strategies, services, methods displayed are owned by Brannon Poe, CPA LLC and protected under applicable United States and foreign copyright, trademark and other intellectual property laws. Please direct all questions regarding the usage or licensing of Accounting Practice Academy™ materials to info@poegroupadvisors.com.

You agree that you will not reproduce, copy, duplicate, sell, trade, license, resell, or create any copied materials from Accounting Practice Academy™ and Brannon Poe, CPA LLC for any use.

Unless you have been specifically permitted usage in a separate written agreement with Brannon Poe, CPA LLC, you will not use Accounting Practice Academy™ or Brannon Poe, CPA LLC trademarks, logos or any other brand features.

This specialized course begins on May the Fourth. This condensed course is offered at $2,500. (The 8-module course will be offered later this summer for a $ 4,000 investment.)

Seats will not be held and the Academy anticipates this course will sell out based on demand.