Category: Coaching
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...
Why a proper Holiday Benefits your Accounting Firm
As Canada day and the 4th of July approaches, we would be remiss not to remind you to take a vacation! We wrote an entire book about its importance, “The...
Fast-track your practice: 4 capacity solutions
By making a few tweaks to how your practice operates, you can improve profitability — and possibly your life, too! This article was originally published by the Virginia Society of...
Accounting Practice Management Insights- Podcast with Roger Knecht
This was a great meeting of minds on practice management! We had Roger Knecht on the podcast discussing insights from his post secondary course for accounting professionals, Universal Accounting. This...
How to Intentionally Market Your CPA Firm
Brannon: “Should all firms still be marketing even though a lot of them have more work than they can say grace over?” Jordan: “Should all firms be marketing…no, I don’t...
Five Overarching Principles For Valuing Accounting Practices
1. Rule-of-thumb multiple: one times gross revenue? This is a belief that permeates the accounting profession as strongly as anything we have seen. It implies that accountants value practices with...
How to fill your vacant accounting firm positions
Staffing shortages are plaguing many industries and accounting has been hit especially hard. We don’t have to tell you this though. I’m sure you feel it already. There are three...
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