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What you need to know before you sell your firm

As the founder of brokerage firm Poe Group Advisors, Brannon Poe, CPA, has helped hundreds of CPAs sell their firms. He shares insights he has learned over the course of his career, as well as best practices for selling your firm.

How to make conference attendance pay off

Guest Lynne Waymon of Contacts Count joins this episode to explain how to navigate the sometimes awkward social situations created by conferences so that you can get your money’s worth out of your attendance.

FROM THIS MONTH'S ISSUE

Create interactive dashboards with Excel PivotCharts and slicers

Leave the static spreadsheets behind. This JofA Technology Q&A article with video walkthrough provides a step-by-step guide for creating interactive dashboards in Excel that decision-makers can use.