Engage with colleagues, industry leaders and the Poe Group Advisors team at one of the profession’s largest annual events. AICPA® ENGAGE is one of the industry’s largest annual events and

Woodward’s annual conference promises to help you navigate this “Strange New World.” Join us in Orlando to master the skills and learn the insights that will empower your practice to

Not all clients are created equal. The top 20% generate the majority of profit, while the bottom segment drains time, energy, and margins. Understanding your client mix is the key to boosting profitability and protecting your team from burnout...

Poe 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 trends, valuation drivers, deal structures, and the practical realities of buying or selling a practice...