Category: Transition & Retention
Accounting Practice Value- Know Your Firm’s Worth
You want to be valued, not flattered. Why is this important for selling your accounting firm? Let me explain. There is an acquisition strategy common in the private marketplace that...
CPA Firm Productivity and Staff Retention – Podcast with Marcey Rader
“Health powers productivity”- Marcey Rader Are you productive WITH healthy boundaries around your time? We recently had productivity expert, Marcey Rader, on the Accountant’s Flight Plan Podcast to chat with...
Hiring Remote Accounting Staff with Rob Buffington-Podcast
What’s the value of your teams’ time? Your staff accountant shouldn’t be doing intake! That is the sentiment shared by our latest podcast guest, staffing industry expert, Rob Buffington. Rob...
4 Top Tips for CPA Firm Acquisitions
A version of this article first appeared in the Journal of Accountancy’s CPA Insider™ by Brannon Poe, CPA CPA firms will have more opportunity to grow through acquisition with more...
CPA Firm Succession Planning
This is a revised copy of the article that first appeared in The Journal of Accountancy’s CPA Insider™ By Brannon Poe, CPA Timing Your Exit from Your Accounting Firm ...
Acquisitions, Marketing and Running a Good Business- Advice for CPA Owners (Podcast)
It is a real source of pride in the accounting space to not “need” to do any marketing. This makes sense to me as it usually means a company gets...
How to Hire Staff for an Accounting Firm-Topgrading Podcast
Hiring and recruiting is never easy. Think about hiring the way you think about other key processes in your business. It is just as important to have a trusted, repeatable...
Start-up to Multi-Million Dollar Exit of virtual CPA Firm- Podcast with Jody Grunden
Wow! What a conversation this was. If you look at Jody Grunden’s LinkedIN page, the first thing you’ll notice is “Changing the way people think about accounting”. Listen in and...
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