Hannah Poe

Retirement by Design

This week, we have an interesting guest writer who I admire very much. She is a teacher at heart and by profession. She is also highly energetic and an amazing rolemodel for living life over 60, and then over 70, to the absolute fullest. I consider her to be happy, healthy, wealthy and wise, as […]

Successfully Selling a CPA Firm

A Comprehensive Guide to Successfully Selling a CPA Firm One of the first tasks of developing any strategy is to have a clear definition of what success looks like. Successfully selling a CPA firm is no different. What we hope we’ve accomplished with this column is to provide you with a high-level view of the […]

5 concepts for a successful transition

5 Important Concepts for Successful Accounting Practice Transitions

Accounting practice transitions can be extremely successful when handled with reasonable care and common sense. That said, some of the basics can be elusive in practice. Here is a discussion of five basic concepts for a successful handoff: Long transitions are almost never necessary.  This is probably the biggest misconception that we encounter. You cannot hand […]