Poe Group Advisors launches “Big Picture” workshop series

Achieving your big picture goals doesn’t just come from having a vision. It comes from taking a closer look at what you’re doing and shifting your view.
– Brannon Poe, Founder, Poe Group Advisors

Starting in 2018, Brannon Poe, the visionary behind Poe Group Advisors, will launch a one-of-a-kind leadership coaching workshop series designed especially for CPAs who want to grow their practice.

If you are tired of the daily grind and ready to take your accounting business to the next level where you reap the benefits of hard work and dedication, Brannon has the insight you need to realize a multitude of returns. He will take you through a thoughtful process that will allow you to define your big picture goals and to master them in order to operate a highly successful practice.

After decades of communicating and strategizing with thousands of accountants and personally facilitating the sale of at least 300 accounting practices, Brannon knows the difference between a CPA firm that runs well and a CPA firm that operates at a level of greatness.

This workshop series isn’t just for any CPA though and interested CPAs will need to apply. Workshop attendees will be selected from a pool of applicants and those who will be selected must have demonstrated an entrepreneurial spirit and be open to new ways of doing business.

Brannon and his team will lead workshops that are incredibly energizing and rewarding. Participants will be closely connected to a small group of like-minded CPAs from across the country. This series is certain to open the door for peer relationships that will last a lifetime.

I heard about the coaching program and believe that without it my firm would still be on the “treadmill.”  Today, the entire team and our clients experience an atmosphere that we all enjoy with profitable results. I would not hesitate to recommend Brannon Poe and his team. – Judy Avery, CPA (Ontario, Canada)

Interested in what it takes and what you will receive?

The “Big Picture” Workshop Series* will:

  • Require a one-year commitment
  • Include 4 quarterly in-person workshops in beautiful Charleston, SC
  • Include online access to private workshop website
  • Offer access to a private Facebook group with fellow group members
  • Include a courtesy copy of Poe’s accounting industry best-seller – “Accountant’s Flight Plan”
  • Include a “Big Picture” goals workbook
  • Offer invaluable insight that will last a lifetime

This unique workshop series will help accountants uncover what it takes to run a top-notch practice and learn how to increase the value of their work while working less. In order to participate, accountants will need to apply and go through a selection process. In order to keep the workshops intimate to allow for the most successful learning environment, the initial workshop series will be capped at 20. Future workshop series will be available but each will be limited to a small group.

*Multiple workshop series will be available. Applications are open for the inaugural series.

Why this format?

There are some huge advantages to a consistent smaller group workshop environment.

  • Share ideas with like-minded CPAs.
    This workshop will not be for everyone, but for the CPA who wants to be more entrepreneurial and is open to new ways to operate their practice and deliver services.
  • Change is never easy.
    That’s why accountability is key. Being in a smaller group environment with other practice owners will keep you accountable for your results. You’ll want to be able to come to each workshop with progress to report.
  • It’s important to focus on yourself.
    You’ll have one day per quarter to get out of the weeds and just focus ON your business. How many CPAs actually do that? The ones that do will win.
  • Who doesn’t want to visit Charleston?
    This workshop series will be held in downtown Charleston with lodging accommodations at a special discounted rate for participants. The workshop structure has been developed with the hope that participants will enjoy the training and make the most out of the #1 city in the U.S. (of course that’s according to us and Travel + Leisure magazine).
  • Spouses and significant others are welcome to tag along.
    While you will be busy charting your path to success, your spouse or significant other can enjoy beautiful Charleston. We encourage participants to get together outside of the workshop, enjoy dinner together. Share stories. Network. Make friendships that will last a lifetime.

What is the investment?

Well-managed firms allow owners to earn a substantial income and enjoy significant time off. We know that CPAs are some of the most honest, hard-working professionals on the planet. We also know that despite hard work and dedication, most firms aren’t realizing their true potential. We know the answers and are willing to share them. We can help you realize your big picture.

For our first 20 participants, we are offering a special introductory rate of $9,500 for the year. The regular rate will be $12,000*. That’s an over 20 percent discount for participants in the first workshop. Applying to the program is free.

*The cost of the workshop series does not include travel expenses.


 We know what’s possible because we see it every day.
– Brannon Poe

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