CPA Transition Planning The Buyer/Seller Relationship If you have followed us for a while, then you are probably familiar with our transition model. We recommend a fairly brief handoff when a practice changes hands. Although a swift transition is best regarding the day to day operations of the practice, there is tremendous benefit to building […]
Repeat Customers Last year, approximately 15% of our CPA practice sales were bought by clients who had purchased from us before. We are really proud of that fact because it means we are doing things right. I wanted to reflect on why this happens at Poe Group Advisors. Here are some of the things that […]
Why CPA’s Should Stop Billing & Start Pricing If you consider yourself to be a good “biller” you are probably really a good “pricer.” Billing is a term that is so familiar that it’s engrained in most CPAs. If you truly are just “billing” then you are almost certainly: Leaving money on the table. Wasting […]
The Parking Lot Not too long ago, we were adding a person to our staff and I went to Fred who ran our office building to ask where our new person should park. He said, “Well, that’s going to be problematic.” To which I said, “What’s the problem?” Fred looked at me and pulled […]
