CPA Firm Succession Planning Summary

  I recently wrote a blog for The Georgia Society of CPAs about succession planning. Below is a quick recap of what was included in the column. To see the full text please click the link at the end of this summary. Succession planning is often forgotten about until you are faced with having to […]

How well do you know your Poe Group Advisors Team?

We thought it might be fun to share some fun facts about us at Poe Group Advisors. Who had a paper route for a year in England? Who studied to be a pastry chef, but never brings in baked goods to the office? Who is writing a humorous book about their family? Who once moved […]

5 Steps to Start a Cloud Accounting Firm

By Ryan Lazanis We rarely publish guest posts, but we had so much positive interest in the Podcast we did with Ryan, we wanted to share more of his incredible insights. Ryan is also a past client of Poe Group Advisors’ and is starting a new company called Future Firm which provides resources & consulting […]

Lending Insights when Buying an Accounting Practice (podcast)

Check out our latest podcast episode with Shannon Hay! Shannon is the Vice President of lending for accounting and tax professionals at Live Oak Bank. He can provide loans in all 50 states of the US. He was recruited to launch the accounting and tax vertical in 2017 after successfully launching a similar program at […]