Category: Podcasts

Inside the CPA Firm M&A Market: Private Equity, Valuation, and What’s Next
Private equity has pushed CPA firm valuations higher than anyone expected, and Brannon Poe says the accounting profession still has significant runway left. In this solo episode, Brannon steps away...

AI in Accounting: Our Top Episodes on the Topic Everyone’s Talking About
It feels like you can’t go a day right now without hearing something about AI. Every conference has a session on it, every software vendor is building it in, and...

What Private Equity Means for Small and Midsize CPA Firms
Rebekah Brown Olson didn’t plan to lead a state CPA society. A single leadership assessment during a firm training session reframed how she saw her own strengths, and thirteen years...

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...

23 Years of Consecutive Growth: How One CPA Built a Firm Worth Merging Up
Frank Longobardi started a five-person CPA firm in Hartford, Connecticut on November 1st, 1984, with a first-year revenue goal of $300,000. For the next 23 consecutive years, the firm grew...

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...

Right People, Right Seats: How EOS Helps CPA Firm Owners Build Teams That Scale
Meghan Hickman has spent over three years as our EOS implementer at Poe Group Advisors, and this conversation is one we have been looking forward to sharing. Meghan works with...

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...
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