Are you Generating Referral Business?

Are You Generating Referral Business?

Are You Generating Referral Business?   Client to CPA: “How’s Business?”   CPA: “I’m slammed….working 60 hours a week.  We can’t seem to stay caught up and can’t find great staff.”   If you were the client would you refer people to this firm?   Better Answer: “Business is good, but we are always looking […]

What is an Accounting Practice Intermediary

What is an Accounting Practice Intermediary?

What is an Accounting Practice Intermediary? I often get asked what I do for a living, and, I often leave those conversations pretty sure that person still has no idea what I do, so I thought I would try and explain it here. Google says that an intermediary is a person who acts as a […]

CPA Transition Planning

CPA Transition Planning – The Buyer/Seller Relationship

CPA Transition Planning The Buyer/Seller Relationship If you have followed us for a while, then you are probably familiar with our transition model.  We recommend a fairly brief handoff when a practice changes hands. Although a swift transition is best regarding the day to day operations of the practice, there is tremendous benefit to building […]

Repeat Customers

Repeat Customers

Repeat Customers Last year, approximately 15% of our CPA practice sales were bought by clients who had purchased from us before. We are really proud of that fact because it means we are doing things right.  I wanted to reflect on why this happens at Poe Group Advisors. Here are some of the things that […]