Category: Transition & Retention
The Future of Accounting – with Danetha Doe (podcast)
Did you know that the millennial work-force in the last few years has become the largest generation represented? Their work-culture expectations are shaping client and employee needs across every sector-...
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...
Tax season and the 80/20 principle
It’s always good to do a post-hoc analysis soon after tax season. Hallelujah! You are almost there. Most everyone has heard of the 80/20 principal, but fewer have...
Helpful Stress Coping Skills for CPA Practice Owners
Helpful Stress Coping Skills for CPA Practice Owners Not too long ago I had a colossally bad day. It felt like everything I touched broke, everyone I talked to was...
Young Guns: How Young Buyers of CPA Firms Are Finding Success
CPA firm buyers in their 20’s and 30’s who have multiplied their results. In just the past few months – by a stroke of pure luck – I’ve had the...
Accounting Practice Insights Top 4 for 2017
Accounting Practice Insights – Top 4 for 2017 2017 was another exciting year for Poe Group Advisors. Thank you for your continued readership and support. Our biggest success this year...
Welcome to the Winter Solstice
Welcome to the Winter Solstice Today, Thursday Dec 21st marks the winter solstice, which leaves us with the least amount of sunlight of any day of the year. Here in...
CPA Transition Planning – The Buyer/Seller Relationship
CPA Transition Planning The Buyer/Seller Relationship If you have followed us for a while, then you are probably familiar with our transition model. We recommend a fairly brief handoff when...
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