5 Steps to Start a Cloud Accounting Firm

By Ryan Lazanis We rarely publish guest posts, but we had so much positive interest in the Podcast we did with Ryan, we wanted to share more of his incredible insights. Ryan is also a past client of Poe Group Advisors’ and is starting a new company called Future Firm which provides resources & consulting […]

Lending Insights when Buying an Accounting Practice (podcast)

Check out our latest podcast episode with Shannon Hay! Shannon is the Vice President of lending for accounting and tax professionals at Live Oak Bank. He can provide loans in all 50 states of the US. He was recruited to launch the accounting and tax vertical in 2017 after successfully launching a similar program at […]

Selling your Accounting Practice – Protect your client list

This time of year, everyone is either still busy or on vacation enjoying some much-needed R&R so this is a very brief post today. I had several conversations recently with owners who are close to exiting. One thing we always cover with our clients is the need to protect the client list when going through […]