As we continue building out Accounting Practice Insights, our goal remains simple: share ideas that are practical, easy to understand, and useful enough to actually apply in your firm.
Over time, we’ve seen steady growth in readership, and many of you have taken the time to send in ideas, questions, and feedback. That input has helped shape the direction of what we write about, and we appreciate it.
We’ve also heard it said that accountants aren’t always quick to share ideas. That hasn’t been our experience. Many of you consistently share these articles with your networks, whether through email, LinkedIn, or simple word-of-mouth, and that has played a meaningful role in helping this content reach more firm owners.
As we continue to grow and expand, both in our business and in the type of content we produce (more interviews, podcasts, and possibly video), we wanted to take a step back and highlight the articles that have resonated the most.
Top Accounting Practice Insights for CPA Firm Owners
Top 10 Questions when buying a CPA practice
5 Important Concepts for Successful Accounting Practice Transitions
Tips For a Successful Accounting Practice Transition
CPA Practice Valuation-The Key Factors
Key Factors in Valuing a CPA Firm
Why Successful Accounting Practices Sell for Cash (This was part of a 4 part series)
Why Successful Accounting Practices Sell for Cash (Part 1 of 4)
Accounting Practice Sales-Price and Terms Comparison
Breaking Down Accounting Practice Sales: Price and Terms Comparison
How to Find the Right Accounting Practice To Buy
How to Find the Right Accounting Practice to Buy
Buying a CPA Practice Versus Starting Your Own Firm
Buying A CPA Practice Vs. Starting Your Own Firm
These articles continue to get attention because they focus on the topics we hear about most often from firm owners, including:
- CPA firm growth strategies
- Buying and selling accounting practices
- Succession planning and exit strategy
- Leadership and firm structure
- Valuation and deal terms
If you’re thinking about growing your firm, acquiring another practice, or planning for a future transition, these insights should give you a solid foundation for making informed decisions.
…and our podcast with the most plays was on social media:
I recently reached out to Bill Sheridan to talk about social media for accountants. Bill is the creator and co-author of one of the “top accounting blogs” in the United States- CPA Success. Bill speaks regularly to accountants on the strategic uses of social media and the future of communication in his role as chief communications officer of the Maryland Association of CPA’s. All of Bill’s socializing has made him one of the top accounting influencers in the world today. Listen in to learn how social media can make a difference for you.
Why These Insights Still Matter
The accounting profession continues to shift. Technology, staffing challenges, and increased buyer activity, especially from larger firms and outside investors, are all shaping how firms grow and transition.
At the same time, many of the fundamentals haven’t changed.
Firms that grow successfully tend to stay focused on a few key areas:
- Clear leadership and direction
- Strong client relationships and recurring revenue
- Thoughtful planning around growth or succession
- An understanding of how the market values their firm
That’s really what these articles aim to support, giving you a clearer view of what’s happening and how to respond.
What We’ll Be Focusing on Going Forward
Looking ahead, we plan to continue expanding into areas that are becoming more relevant for firm owners, including:
- Private equity and CPA firm acquisitions
- Cloud and virtual firm models
- Scaling beyond the owner-dependent firm
- Long-term growth and transition planning
We’ll also continue sharing interviews and real-world examples so you can hear directly from firm owners who have gone through these decisions.
Thanks for Reading
We appreciate your continued interest in the blog, and your willingness to share it with others. It helps more than you might think.
Quick Question We Hear Often
What topics are most important for CPA firm owners right now?
Most firm owners are focused on growth, succession planning, talent challenges, and understanding how their firm would be valued in today’s market.
How are firm owners approaching growth differently today?
Growth is becoming more intentional. Many owners are looking beyond organic growth and focusing on acquisitions, niche markets, and building teams that allow them to step back from day-to-day work.
When should a firm owner start thinking about selling?
Earlier than most expect. Even if a sale is years away, understanding your firm’s value and how buyers think can help you make better decisions today and avoid being rushed later.
About:
Brannon Poe, CPA, is the founder of Poe Group Advisors, a premier accounting practice brokerage firm. He is the author of Accountant’s Flight Plan: Best Practices for Today’s Firms and On Your Own: How to Start Your Own CPA Firm, and blogs.
