In 2019 we helped Jim sell his CPA practice in the Washington, DC area and we wanted to share with you a bit about what it was like for him to successfully go through that process. He talks about taking the leap to start his own firm, how he decided to exit, and what […]
This podcast is definitely worth your time especially now as tax season is ramping up! Ed gives some great advice for streamlining and saving time during tax season. We recorded this podcast with Ed Mendlowitz in January of this year. This podcast episode was full of so many great tax season tips, we decided […]
Guess what? You don’t get to choose whether or not you have a brand; you either have a weak brand or you have a strong brand. That’s just one of the powerful ideas that Matt Wilkinson and Maggie Antone share in this episode of The Accountant’s Flight Plan Podcast. Listen in (or watch) to […]
If you’ve listened to this podcast for any amount of time you’ll know we usually focus on business fundamentals over tech, but Gusto was an exception to the rule. At Poe Group Advisors, we switched to Gusto for our payroll this summer and it’s incredibly easy to use. I haven’t been this excited about […]
