As we plunge into another tax season we have put together a resource roundup for you. Whether you are hoping to optimize your firm to make the next few months more enjoyable or have decided this needs to be your last tax season–we believe these tools will help you get on track to achieving your goals.
TACTICAL RESOURCES YOU CAN USE RIGHT NOW:
- DELEGATE: 3-Bucket Delegation Tool | Poe Group Advisors
- LET GO OF PROBLEM CLIENTS: Not All Clients are Created Equal | Poe Group Advisors
- INCREASE YOUR PRICES: Increase Letter | Poe Group Advisors
- PLAN YOUR NEXT VACATION: The Unplugged Vacation | Poe Group Advisors
- IMPROVE YOUR BOTTOM LINE: APA Webinar Replay | Poe Group Advisors
All of the above resources come directly from our Accounting Practice Academy™ workshop! Are you looking for more support and accountability on your journey to enhance your practice? You don’t have to keep jamming away on your own! In the summer of 2025, find connection through our online workshop. The eight-week journey includes a weekly mastermind group component where you can pool your knowledge, process what you have learned, and feel confident implementing each module. To learn more and apply, click here: Accounting Practice Academy | Poe Group Advisors.
STRATEGIC RESOURCES TO BUILD YOUR FUTURE:
6. Understand Private Equity’s Impact on The Industry
Our latest whitepaper discusses private equity in our industry. This report strips down the complexities of private equity’s impact on accounting practitioners and prospective sellers alike. Even if you are not planning to sell your practice for a few years, the competitive impact of private equity on the industry is already being felt by accounting firms of all shapes and sizes. To probe deeper into how private equity is changing the current landscape download the full report here: Private Equity M&A In the Accounting Industry
7. Create Your Succession Plan
Next up is our Succession Planning Guide. Entering this tax season may have you saying “That’s it–this really will be my last tax season!” Wherever you are in your exit planning journey this guide will give you the blueprint to creating a strategically sound and actionable exit plan. Creating a succession plan does not need to be a struggle–in fact, it may be the key to unlocking a more pleasurable practice for yourself. Download the full guide here: Succession Planning Guide
If you already have a succession plan in place, you may be wondering how much your Accounting firm is worth. By downloading our Valuation Key Factors Report here: Valuation Key Factors Report, you can get rapid connection to discovering the true value of your business. Knowledge is power and knowing whether or not your practice is ready for the market might be the key to finding the release you need.
On the other hand, if you know your firm is not ready for market and you’re looking for a big-picture map to get there, check out our book: Prepare Your CPA Firm for a Sale; Link to pdf e-book: How to Prep Your Firm For A Sale | Poe Group Advisors; Link to audiobook: Prepare Your CPA Firm For Sale | Full Audiobook from Poe Group Advisors. This quick read gives you easy access to build a thriving practice of your dreams. Don’t let the title fool you, it’s a good read regardless of where you are in your ownership journey.
This resource roundup will give you the stamina you need to thrive this tax season. Remember that you are not in this alone. Whether you are just initiating your succession planning journey or on the edge of finishing this phase of your career we are always here to help!
