3 Powerful Ways for Accounting Practice Owners to be More Thankful…and More Successful in the New Year!

Poe Group Advisors Thank You

In this fast paced, high-tech world do we forgot to stop, take a minute and say thank you enough?


When is the last time you thanked them? People work harder for an appreciative boss. We know what happens when people work harder, profits increase and clients are happy. Some employees say that hearing thank you is even more important that paying them more money. Writing a handwritten note costs next to nothing, takes just a minute and people love them. Have they finished a project early? Did they find a way to save some money? There are lots of reasons to say thank you, now go do it.


Accountants are in the business of creating long lasting and loyal relationships. What a better way to build that loyalty than by saying thank you. Thank you notes written after an interaction is always appropriate. What about sending an unexpected thank you gesture? Unexpected thank you’s will surprise and delight a client. Don’t forget to acknowledge birthdays, anniversaries, promotions and other important events. All of these personal touches create an invitation to grow the relationship and deepen loyalty.


Did you miss an important dance recital during tax season? Did someone else take out the trash because you were rushing to get to the office? Have you thanked your family today for their part in your successful career? Take some time this week and tell your family that you appreciate what they do to help. Find a couple of hours and spend real quality time with them. Decide what you like to do as a family and make the time to do it soon. You will make great memories, you will be reminded what is important and you might just make fun as important as work. Doesn’t that sound great?

Thank You!

I would be remiss if I didn’t thank you for reading this blog. We do this for you and we want it to create value and deepen the relationship with you. We would love to hear what you think and if you have any ideas for topics that interest you. Thanks again for reading!


About the Author: STEPHANIE SMITH

An experienced intermediary specializing in accounting practice sales, mergers and acquisitions, Stephanie brings a strong financial background to her position at Poe Group Advisors with over 12 years of sales and marketing experience in the banking sector. This prior experience lending to and working with small business owners assists her as a skilled negotiator helping maximize value for both buyers and sellers.

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