Data Reports that Accounting Firm Clients Want - Podcast with Justin Hatch

Data Reports that Accounting Firm Clients Want – Podcast with Justin Hatch

Communicating with clients like they are another accountant doesn’t cut it. Justin Hatch shares with our listeners that what clients want from their accountants is simplified language and visual reporting first, and then a dive into the details. Accountants have to give their clients a high-level perspective written in layman’s terms when it comes to […]

HOW TO BUILD ACCOUNTING FIRM CAPACITY

How to build Accounting Firm Capacity

    Whether you are organically growing or growing by acquiring an accounting firm, capacity always comes into play. When there is too much work and not enough capacity, someone is always going to suffer. (usually everyone involved.)  It’s a delicate balance. Add in seasonality, and the balance can get disrupted fairly easily. The bigger […]

Podcast with Rich Stang- Accounting Firm Hiring For Culture

Podcast with Rich Stang- Accounting Firm Hiring For Culture

  Team first, Clients second. Even without a start in public accounting, (or perhaps because of that) Rich Stang built a powerhouse of a firm by focusing heavily on one thing – Hiring for culture. In this podcast he dives into how his team is the source of that growth and success. The art of […]

Guide to buying a cloud accounting firm

Guide to Buying a cloud-based accounting firm

5 Key Considerations Poe Group Advisors has sold quite a few cloud-based accounting firms over the past few years. Some of the insights we’ve gained as a result of working with these firms have surprised us a bit, while others just bear repeating. Whether you are thinking of building or buying a cloud-based accounting firm, […]