Guide to Data-Driven Client Selection
Boost Your Bottom Line and Retain Good Staff A Practice Management Workshop Preview Not all clients are created equal. The top 20% generate the majority of profit, while the bottom
6 events found.
upcoming events
Events
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Virtual
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What Is Your Tax Preparation Business Worth? A Practical Framework for Valuation and Future Planning (WEBINAR)
VirtualWhat is your business really worth (operationally and monetarily)? Most tax prep business owners spend years building a practice without ever gaining clarity on its true worth, what drives its
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CalCPA Members Club Summit 2026
Loews Coronado Bay Resort 4000 Coronado Bay Rd, Coronado, CA, United StatesPoe Group Advisors is proud to be a sponsor at the CalCPA Members Club Summit, taking place July 29–31 at Loews Coronado Bay Resort in San Diego.
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Buying In or Selling Out: What CPAs Need to Know About Today’s Firm Market | TXCPA Fort Worth Member Appreciation Day, Panel Discussion
Ridglea Country Club, Fort Woth, TX 3700 Bernie Anderson Ave, Fort Worth, TX, United StatesPoe Group Advisors' Barbara Agerton, CPA, joins a panel of brokers, firm partners, and buyers to discuss the current landscape for CPA firm acquisitions and transitions. The conversation covers market
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Guide to Data-Driven Client Selection (WEBINAR)
VirtualBoost Your Bottom Line and Retain Good Staff A Practice Management Workshop Preview Not all clients are created equal. The top 20% generate the majority of profit, while the bottom
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Accounting Today PE Summit
Loews Chicago Hotel 455 N Park Dr, Chicago, IL, United StatesJoin Brannon Poe, CPA and founder of Poe Group Advisors along with Morry Brown, regional market lead, for their Accounting Today PE Summit session.
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