Buying a CPA practice-finding the right one (video)

What you say no to is often just as important as what you say yes to…if not more so. Wilson Wong had a clear and concise vision for the type of practice he wanted after he’d explored several CPA firms for sale with Poe Group Advisors. The process of looking at multiple firms helped him […]

Is the Grey Tsunami upon us?

How to transfer a Boomer owned CPA practice to a Millennial For all the negative stereotypes about millennials, you would be astounded by how hard they work when they believe their contribution matters. ~Jay Samit The demographics actually might surprise you. According to Pew Research, Millennials are projected to overtake Baby Boomers as the largest […]

Value Based Hiring in a CPA Firm

“Until I came to IBM, I probably would have told you that culture was just one among several important elements in any organization’s makeup and success — along with vision, strategy, marketing, financials, and the like… I came to see, in my time at IBM, that culture isn’t just one aspect of the game, it […]