ACCOUNTING PRACTICE INSIGHTS BLOG

Should You Sell Your CPA Firm to a Non-CPA Buyer? A Buyer Explains
Ryan Ross is not a CPA, and he does not plan to become one. In 2025, he bought Quality Back Office through Poe Group Advisors, combined it with his own...

How CPA Firms Get Recommended by ChatGPT, Claude, and Perplexity
Business owners are no longer only searching Google for an accountant. They are asking ChatGPT, Claude, and Perplexity who to hire, then uploading proposals, websites, and LinkedIn profiles and asking...

The Price Works. Does the Rest of the Deal?
How to Protect Your Team, Clients, and Legacy When Choosing a Buyer By Brannon Poe, CPA, Founder of Poe Group Advisors Key Takeaways Choosing the right buyer involves more than...

Why CPA Firm Succession Starts the Day You Hire
Many CPA firm owners wait until they’re ready to retire to ask who can replace them. Susan Stutzel, CPA, business performance coach, and co-owner of Partners Coach Inc., believes that...
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