Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.

Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn More

Poe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was founded by Brannon Poe, a CPA with a Big 4 background. Buying or selling a CPA firm is one of life’s most significant ventures for business owners. Qualified buyers looking to buy an accounting firm want to find the right CPA practice for sale, and accounting practice sellers want to find the right buyer. This is where Poe Group Advisors excels time and time again in helping our clients find the right accounting practice sales opportunities. Learn More

Five steps turn vision into execution.

Gear Up for Growth
With Jean Caragher
For CPA Trendlines

On the latest episode of “Gear Up for Growth,” host Jean Caragher interviews Matt Rampe, partner at Rosenberg Associates and author of the forthcoming book, "CPA Firm Strategic Planning: Your Roadmap for Long-Term Success," about how accounting firms can move beyond ad-hoc retreats to a disciplined, accountable planning process that sticks.

Rampe, who advises firms on strategy, succession, partner development, and profitability, said the book grew out of years of facilitation and coaching with firms of all sizes. “The book was in my brain for a long time before it got put on paper,” he says. “When I started writing, it actually came pretty quickly—but I learned there’s a lot more to making a book than a Word document.” 

Rampe argues that the profession has reached a disruption point, citing converging pressures including private equity, technology, staffing shortages, succession for retiring Baby Boomers, and a shift toward advisory services. “What worked for us 10 years ago isn’t going to work for us 10 years in the future,” he says. “The old model, where a few partners disappear into a room and come out with a plan, doesn’t work in this age. We need to be nimble.”

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.

Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn More

Poe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was founded by Brannon Poe, a CPA with a Big 4 background. Buying or selling a CPA firm is one of life’s most significant ventures for business owners. Qualified buyers looking to buy an accounting firm want to find the right CPA practice for sale, and accounting practice sellers want to find the right buyer. This is where Poe Group Advisors excels time and time again in helping our clients find the right accounting practice sales opportunities. Learn More

A shutdown halts processing, piles up invoices, and leaves contractors and nonprofits fronting the float. 

Accounting ARC

With Liz Mason, Byron Patrick, and Donny Shimamoto

Center for Accounting Transformation

When the federal government shuts down, headlines focus on politics. But behind every furlough and frozen budget lies a deeper story—one told through accounting cycles, payroll ledgers, and cash flow reports. 

In the latest episode of Accounting ARC, hosts Liz Mason, CPA; Byron Patrick, CPA.CITP, CGMA; and Donny Shimamoto, CPA.CITP, CGMA, break down what really happens when appropriations stall and the business of government grinds to a halt. 

“This is the kind of thing accountants think about,” Mason says at the start of the episode. “What’s the actual technical answer? What does a shutdown mean for accounts payable, for payroll, for the IRS? What’s really happening behind the scenes?” 

Their discussion reveals a complex web of accounting impacts—from unpaid invoices and delayed reimbursements to frozen nonprofit grants and confused taxpayers. 

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.

Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn More

Poe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was founded by Brannon Poe, a CPA with a Big 4 background. Buying or selling a CPA firm is one of life’s most significant ventures for business owners. Qualified buyers looking to buy an accounting firm want to find the right CPA practice for sale and accounting practice sellers want to find the right buyer. This is where Poe Group Advisors excels time and time again in helping our clients find the right accounting practice sales opportunity. Learn More

Grunt work is no longer the rite of passage.

It's Not Just the Numbers

With Penny Breslin and Damien Greathead

For CPA Trendlines

The accounting profession is undergoing a profound transformation. As artificial intelligence (AI) and outsourcing become central to firm operations, questions abound: Will there be enough meaningful work left for new accountants? Do I even need graduate accountants? Or, more optimistically, can these trends create a better environment for graduates to learn, grow, and thrive?

Recent insights from business leaders and authoritative industry sources confirm that AI and outsourcing are not threats, but powerful allies for the next generation of accountants. Managers and partners should embrace all three workforces — graduates, AI, and outsourcing — to deliver the highest standards of client work while providing graduates with challenging experiences and a better work-life balance.

Traditionally, graduate accountants began their careers with repetitive, manual tasks like data entry, reconciliations, and basic bookkeeping. This “grunt work” was seen as essential training before moving on to more complex assignments. However, this model is rapidly becoming obsolete. AI and outsourcing can now automate or shift much of this work to specialized, lower-cost teams, freeing up time for more valuable learning experiences.

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.

Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn More

Poe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was founded by Brannon Poe, a CPA with a Big 4 background. Buying or selling a CPA firm is one of life’s most significant ventures for business owners. Qualified buyers looking to buy an accounting firm want to find the right CPA practice for sale and accounting practice sellers want to find the right buyer. This is where Poe Group Advisors excels time and time again in helping our clients find the right accounting practice sales opportun

RISE2040 challenges the accounting profession to stop reacting and start shaping its own future.

The Disruptors
With Liz Farr

What will the future of accounting be like? As listeners to The Disruptors know, I’ve been asking accountants about their predictions for the state of accounting in ten years. However, a new initiative from the AICPA and CIMA, RISE2040, is taking that further by asking accountants worldwide for their vision of accounting in 2040. I recently spoke with Tom Hood, CPA.CITP, CGMA, executive VP of Business Growth and Engagement for the AICPA, and Lexi Weber, CPA, senior manager for Emerging Professionals Initiatives at the AICPA, about RISE2040. 

Weber sees this as an empowering project for younger accountants. “From the emerging professionals’ perspective, I think it’s a really beautiful project, because we have a say in what the future is going to be like.”

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.

Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn More

Poe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was founded by Brannon Poe, a CPA with a Big 4 background. Buying or selling a CPA firm is one of life’s most significant ventures for business owners. Qualified buyers looking to buy an accounting firm want to find the right CPA practice for sale and accounting practice sellers want to find the right buyer. This is where Poe Group Advisors excels time and time again in helping our clients find the right accounting practice sales opportunity. Learn More

Keep people first, purpose clear, and culture intact.

MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines

In the latest MOVE Like This, host Bonnie Buol Ruszczyk sits down with?Stacie Kwaiser, CPA, CEO of Rehmann, to discuss her nearly 30-year journey with the firm and the values that continue to shape its culture. Kwaiser reflects on her start in public accounting at Coopers & Lybrand before joining Rehmann, a firm that has since grown to more than 1,100 professionals across 22 offices. Rising through the audit practice and into leadership roles, she was named CEO in 2023, following decades of mentorship, growth, and transformation within the firm. 

Rehmann has long been recognized as a?best firm for women and equity leadership, an achievement Kwaiser credits to intentional, long-standing efforts. Nearly 20 years ago, the firm launched its Women’s Career Advocacy Program to address attrition among female professionals and support their advancement into leadership. What began as a women-focused initiative has since evolved into Rehmann’s broader Career Advocacy Program, embedding sponsorship and development into the firm’s DNA. Kwaiser emphasizes that these efforts are not “initiatives” that can be cut when convenient; they are woven into the very fabric of the firm’s culture.