Team first, Clients second. Even without a start in public accounting, (or perhaps because of that) Rich Stang built a powerhouse of a firm by focusing heavily on one thing – Hiring for culture. In this podcast he dives into how his team is the source of that growth and success. The art of […]
5 Key Considerations Poe Group Advisors has sold quite a few cloud-based accounting firms over the past few years. Some of the insights we’ve gained as a result of working with these firms have surprised us a bit, while others just bear repeating. Whether you are thinking of building or buying a cloud-based accounting firm, […]
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 […]
