Tag: poe group podcast

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

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

Navigating the Sale of a CPA Practice From a Seller Turned Intermediary
Barbara Agerton flunked retirement. After selling her California CPA practice, she thought she’d ride off into the sunset with her husband. Instead, she got bored, picked up the phone, and

The Readiness Test: How to Know If You’re Ready to Sell Your Firm
Selling your accounting firm is a major life transition and that often comes with an emotional tax that proper strategy can mitigate. Lisa Handziak, who covers much of the Northeast

Why Now Is the Perfect Time to Build a Firm That Prioritizes Mentorship with Yuri Kapilovich
The best time to build a different kind of accounting firm? Right now, while everyone else is panicking about the talent shortage. Students are avoiding accounting careers, and it’s not

The Retention Advantage: How CPA Firms Win the Talent Game
If your best accountants are walking out the door, it’s probably not about the money. In this episode, Tim Schurrer (CEO of David Novak Leadership and author of “The Secret

A.I, Staffing Challenges, and the Future of the Accounting Industry: Top Podcast Roundup of 2025
You made it through another year. Another busy season, another round of client deadlines, another stretch of wondering if there’s a better way to do this work you care about
Search our current accounting practice listings based on the qualities important to you.
Don’t see what you're looking for? Let us know. We'll contact you when listings that fit your criteria come along.

