Category: Podcasts

Remote teams can help attract the right people to your accounting firm
We’ve said it before and will say it again, accountants are working way too much. Chatting with Alex Loewenstein, we’re beginning to believe accountants might be working harder and longer...

Practical advice for scaling your accounting firm with Kenji Kuramoto
Kenji and I had an awesome conversation I’m excited to share with you guys. I really wanted to get into how he grew his accounting firm and his advice for...

From Traditional to Cloud: How to Transition Your Accounting Firm with Barbara Agerton
If you’re looking for practical tools and implementations for converting to the cloud from a traditional firm give this podcast a listen. Barbara and I dive into what her transition...

Buying & Growing a CPA Practice
Podcast w/ Jason Ding Jason Ding is a young practice owner who purchased his CPA firm in the Vancouver, BC area through Poe Group Advisors in 2018. Jason is the...

(Podcast) Making the Move to the Cloud with Cecilia Gordillo & Natasha Mclaren-Doerr
There can be a good deal of skepticism and uncertainty when it comes to taking the leap and starting a cloud firm but Cecilia and Natasha are an excellent example...

How to Scale a Cloud Accounting Firm – $0-$750K in 2.5 years (Podcast)
Alex Dawes spent 2 and a half years on her fully remote cloud firm Virtual CFO Solutions and took it from $0-$750K. Wow…that’s fast! In 2021, she sold through Poe...

Trends and Advice for Modernizing your Accounting Firm with Bruce Coombes (Podcast)
Bruce Coombes joined us on Accountants’ Flight Plan, all the way from Australia. He offered interesting insight into some universal truths in the accounting profession. Bruce became a chartered accountant...

How to Modernize your accounting firm to Go Virtual (Podcast)
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....
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