Category: Transition & Retention

Renewals, Referrals, Recent Conversations: Building Pipeline Without Extra Hours
Kristen McGarr has spent over 20 years helping businesses implement CRM systems that actually work. Her core belief is that the future of CRM isn’t about more technology, it’s about...

The Gap Between Financial Success and Fulfillment
Brian Gray made partner at a top 100 CPA firm, built a career advising billionaires and high net worth families on complex tax strategies, and then realized that none of...

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...
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