Category: Coaching
The Art of the Bill- Price Increase Letter Template for Accountants
If you would like some help with a price increase letter, please download your template here. Say what you will about lawyers, I know this much to be true: they...
Unlocking the Magic of Advisory Opportunities for Accountants – Podcast with Geni Whitehouse
Tax season is nearly upon us and some of you may have found yourself providing advisory services since last April. In this episode, I interview Geni Whitehouse, CPA, co-founder of...
2 Powerful Strategic Planning Ideas for Your Accounting Firm Going Into Tax Season.
Happy belated Thanksgiving! After the food coma passes, it will be time to start thinking about the upcoming tax season. In order to help you to start thinking about your...
Why are Private Equity Firms Acquiring Accounting Practices? What do they see in our industry?
Why are private equity firms flocking to acquire accounting firms? We think someone must have sent a memo to all of the PE firms that the accounting industry is the...
How the Accounting Industry is Evolving and How You Can Join the Change – Podcast with Jason Blumer
If you’ve been in the accounting industry for some time you know first-hand how it is changing. We’ve seen a growth of cloud-firms emerge and owners transition into advisory roles....
Working Less Than 40 Hours a Week as a CPA Firm Owner is Possible – Podcast with Geraldine Carter
If you have read any of our blogs, you know we think you and your team deserve a balanced work schedule. This benefits you and your clients too as you...
Short selling time frame- How to focus your accounting firm and optimize sales price and terms
This article is an excerpt from our new book, “Prepare your CPA firm for a sale.” Which can be downloaded at poegroupadvisors.com/prepare. Often, for whatever reason, people find themselves needing...
Prepare Your CPA Firm For A Sale- Audiobook
Have you heard? We wrote another book, Prepare Your CPA Firm For A Sale: How to reduce owner hours, increase profitability and transform your practice. This book has actionable practice management...
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