What you need to know before starting your accounting firm- Advice from the top thought leaders


I have been podcasting now for several years and I always ask my guests what advice they have for the audience. Ian on our team complied a video with all the best bits of wisdom into a few minutes.

Please check out this short clip for some sage words of advice. We say it’s great for firms starting out, but let’s be honest, it’s good advice for us all.



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PS – Whenever you’re ready, here are 4 other ways we can help:

  1. Seller FAQ: Answers to the questions sellers are asking. From practice value, to timing, we’ve got you covered.
  2. Strategic Guide to Selling your CPA Practice Video: The how-to of selling a CPA firm.
  3. Accounting Practice Academy: If you’re looking for benchmarks, our 8-week workshop has a community of established firm owners that will help you get perspective, reduce your owner hours, and raise your bottom line. email ibrennan@poegroupadvisors.com with “APA” and we will fill you in on the details.
  4. If you want to chat about your exit strategy, email bball@poegroupadvisors.com with “strategy call” or request a call here.


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