Poe Group Advisors

Want to scale your accounting practice? Why?

Adding a healthy dose of intentionality to growth plans helps make scaling your accounting practice both more manageable, and more profitable. It also helps to build a practice that you will enjoy owning, and will likely help make it more saleable. First of all, when we talk about scaling, we’re talking about rapid growth through […]

Cloud-Based Accounting Firms vs. Traditional

What is the difference between a traditional accounting firm and a cloud-based accounting firm? When you boil it all down, the only real difference involves location. In a cloud-firm, the software, data, staff and clients can all be located “somewhere else.” That sounds simple, bu the impact is big and getting bigger over time. Salability […]

Client Selection in a CPA Firm is Destiny

“Your firm is only as good as your best clients.” ~ A wise past client (but we cannot recall who)   Who are your clients? Periodically, it’s good to assess the state of your client list. You probably already know this, but let this column serve as a valuable reminder. A few great trigger events […]

Transitioning to the Cloud with Tate Henshaw (podcast)

  If you are thinking about modernizing your firm, you don’t want to miss this podcast. Brannon recently sat down with Tate Henshaw to discuss the ins and outs of transitioning a traditional firm over to a cloud-based firm. Tate led the charge transitioning Polay+Clark from server to cloud, which led to his current position […]