Category: Transition & Retention

Happy Holidays from Poe Group Advisors
Wishing you all the Joy of this Holiday Season! Click here for Video Best wishes for a Happy New Year filled with health, happiness and spectacular success! Brannon, Carol, Stephanie,...

How to find the right CPA firm for sale
How to Find the Right CPA Firm for Sale If you find the right CPA firm for sale, will you know it when you see it? I really love...

7 things to help get you and your CPA practice ready for market.
“Don’t simply retire from something; have something to retire to.” ~Harry Emerson Fosdick Make the most of your CPA practice. A little planning can make a huge difference. Here are...

Service Worthy of a Referral
Service Worthy of a Referral Want to build your CPA practice by capturing referrals? It all starts with your service. Here are some ideas that any business can implement to...

The Top Eight from Accounting Practice Insights
The Top Eight from Accounting Practice Insights 2016 will be an exciting year for our Blog (which is now titled Accounting Practice Insights.) It’s our sincere hope to continue bringing...

Four frequently overlooked items when buying an accounting firm.
One of our main goals for all of our clients is to help keep our transactions as simple as possible. That said, it’s funny how things can often take...

Stumbling blocks to starting your own CPA Practice
Stumbling Block to Starting your Own CPA Practice Potential problems to starting a CPA practice include an insufficient client base and partner mismatch. This article first appeared in The...

You are only as good as your best clients
You Are Only as Good as Your Best Clients One of my best clients told me that! What is it about people who build successful businesses? Do you have...
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