Category: Transition & Retention

The Ideal Practice Model: Seven Areas That Transform a CPA Firm
Joe Woodard has trained over 150,000 accounting professionals and spent his career studying what separates firms that grow from firms that stay stuck. His answer? It almost always starts with...

The Power of Focus Series
Welcome to the Power of Focus, a mini-series produced in partnership with Accounting Practice Academy. Throughout the series, you’ll hear from APA alumni, members of our Poe Group team, and...

How To Get A 4-Day Weekend During Tax Season
Chip Summers worked 2,900 hours a year for over 25 years. Every Saturday. Some Sundays. Always behind. Then he made a series of decisions that transformed his firm. He raised...

How Niching Down to Veterinarians Built a 15X Practice
Greg Toner kept only his best clients, raised prices, picked one niche, and grew his practice 15X. While many CPAs accept any business that comes their way, Greg found success...

The Best Accounting Podcasts for CPA Firm Owners in 2026
Podcasts have become one of the most powerful ways for accounting professionals to stay current, learn new strategies, and hear from industry leaders, all while commuting, working out, or tackling...

Half a Million in Six Months: How to Transform Firm Value
In this second episode of The Power of Focus Series, Bill and Chris Murphy share how they increased their firm’s value by half a million dollars in six months. They...

What makes an Accounting Firm Prosper? Key Insights From Helping Hundreds of Firm Owners
Part of the Power of Focus Mini-Series What really separates great accounting firms from the rest? That question is what led Brannon Poe and Ian Brennan to put together this...

What Sellers Want in a Buyer (And What Gets Buyers Rejected)
The strongest buyers operate with integrity, speed, and professionalism.Most buyers think buying a CPA firm is about price. It’s not just about that. Successful buyers understand this is a process....
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