Category: Transition & Retention

VLOG_Hiring Trigger Points: When’s the right time to make a hire?
Click here to watch “How do I know it’s the right time to make a hire?” The fear lies in wondering whether or not you will wipe out your profit...

(Podcast) Making the Move to the Cloud with Cecilia Gordillo & Natasha Mclaren-Doerr
There can be a good deal of skepticism and uncertainty when it comes to taking the leap and starting a cloud firm but Cecilia and Natasha are an excellent example...

How to Scale a Cloud Accounting Firm – $0-$750K in 2.5 years (Podcast)
Alex Dawes spent 2 and a half years on her fully remote cloud firm Virtual CFO Solutions and took it from $0-$750K. Wow…that’s fast! In 2021, she sold through Poe...

Can you make more money with less clients?
Tax season deadlines are upon us. You’re in the home stretch. How many individual tax returns did you and your team complete this year?… In Accounting Practice Academy (APA) we...

What you should stop doing… So you can enjoy what you do
We often think about what more we can do to improve our businesses. What if less is the way? One of my favorite quotes is by the late Peter Drucker:...

Trends and Advice for Modernizing your Accounting Firm with Bruce Coombes (Podcast)
Bruce Coombes joined us on Accountants’ Flight Plan, all the way from Australia. He offered interesting insight into some universal truths in the accounting profession. Bruce became a chartered accountant...

How to Modernize your accounting firm to Go Virtual (Podcast)
The Poe Group team met Carla Caldwell at the AICPA Engage conference this year and we invited her on the podcast to discuss what everyone wants to know about… tech....

How Mario Pizzamiglio, CPA, cut his client list, increased his revenue, and reduced his hours (Podcast)
Mario cut his client list by 150 clients and increased his revenue by $150,000 all the while setting boundaries around his weekends and nights. In this experience share Mario says,...
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