We had an incredibly insightful conversation with Carrie and Sean Mulrooney about the finer points of remote working. This husband and wife team hired Poe Group Advisors to sell their own cloud-based firm last year. The transaction went so well, Darryl Boyd decided to bring them on to our Ontario team! Carrie and Sean have […]
By: Brannon Poe & Stephanie Smith Many accounting practice owners are asking us if they should defer the decision to sell because of COVID-19. In the past couple of weeks, we’ve had some incredibly interesting conversations which have been a great reminder of how lucky we are to be doing this. Our clients sounded […]
Ready for some creative thinking AND a good laugh? They go hand in hand! Please join us for an enlightening and light-hearted podcast with Peter Margaritis. Peter is also known as “The Accidental Accountant.” He is a CPA, author, podcast host, world renowned speaker and “Chief EDUtainment Officer.” Listen in to learn how you can […]
Your business clients need two things right now: Context Focused Action There is a ton of information to process, and a lot to do to mitigate the risks and take advantage of the opportunities before us. Personally, I knew I needed to get the essential information on paper to take focused action. We created a […]
