Streamline your accounting practice with workflow software (podcast)

We’d like to introduce you to David Cristello who is the founder of Jetpack Workflow.  David’s cloud-based software helps accountants stay organized with client work and communication as they scale their practices (or simply want to streamline and enjoy more time away from the office.) Learn how he came up with the idea and other […]

A Funny Way to Say “No”

“Out of the Mouths of Babes” My son Hayden, who is now a University Student, surprised us when he was younger. He was probably about two years old at the time. We asked him to do something and his answer cracked us up so much we still use his expression in our family all the […]

CPA Firm Purchase Agreement | Poe Group Advisors

CPA Firm Purchase Agreement: The 5 Essentials If you are buying or selling a CPA Firm, your purchase agreement should cover these five essential deal terms accurately, completely and simply. Often, contracts can get lengthy and repetitive. This can be extremely problematic when it causes the parties to lose sight of what’s really important.  A […]