The Poe Group team met Carla Caldwell at the AICPA Engage conference this year and we invited her on the podcast to discuss what everyone wants to know about… tech. Carla is a master at educating accountants on how to convert to cloud-based systems and create a more manageable, and scalable practice. Carla’s title is […]
Mario cut his client list by 150 clients and increased his revenue by $150,000 all the while setting boundaries around his weekends and nights. In this experience share Mario says, “I got control of my business so it could provide for my life and not be my life.” Mario was in one of our Accounting […]
We know that hiring and retaining staff is a huge struggle for many businesses right now, not just in the accounting industry. In short, what employees want is work-life balance, flexibility and a healthy company-culture. Our most recent podcast guest, Jill Christensen is impassioned about helping companies build the right culture for attracting and retaining […]
Just before Thanksgiving, I reminded everyone to take some time off. I hope you are taking time this Christmas season as well. If you take Christmas eve through the day after New Year’s, that is ten full days away from the office. You can really unwind with that kind of time off. This year, my […]
