Category: Coaching
Building a Profitable CPA Firm to Support A Healthy Lifestyle – Podcast
How do you strike out on your own as a solo or small firm CPA? Learn from Josie Parr’s experience doing just that. Hear how her work as a tax...
Maximizing Your Accounting Firm’s Value with Brannon Poe From Blake Oliver’s The Accounting Podcast
Maximizing Your Accounting Firm’s Value with Brannon Poe From Blake Oliver’s The Accounting Podcast Brannon was a guest on Blake Oliver’s The Accounting’s Podcast–a very special episode that we are...
TWO POWERFUL THINGS ACCOUNTING FIRMS SHOULD DO AFTER TAX SEASON
Re-cap the season. Write things while they are fresh on your mind. We think we will remember, but it’s amazing what we do in fact forget. These notes can be...
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?
For a deeper dive into private equity CPA M&A check out our new market update report on the topic! poegroupadvisors.com/cpa-private-equity/ Why are private equity firms flocking to acquire accounting firms?...
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....
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