2023 WEBINAR SERIES

Navigating the Accounting Staffing Crisis to Drive Firm Growth

From September to December 2023

Are you at a loss for how to better navigate the unprecedented challenges accounting and bookkeeping firms face today? We’ve put together a series of strategic webinars that will unpack these key concerns covering:

Join our comprehensive webinar series to uncover innovative solutions, practical insights, and proven techniques that will revolutionize your firm’s staffing approach and drive renewed growth.

Plan your schedule (and growth trajectory) by signing up today from the selections below.

JOIN OUR 1-HOUR LIVE WEBINAR

Buy and sell firms with confidence: Lessons from over $250 million
in sales

November 14, 2023 | 2-3 PM CST

Is your firm doing everything it can do to stand out?

The ability to upsell a business is an important one, and the right way to start is by building marketability.

This is a unique opportunity to hear from seasoned firm trader Brannon Poe (Poe Group Advisors) and accounting firm growth expert, Nick Sinclair (TOA Global) as they discuss some of the key practices to securing greater profits when the time comes to sell your firm.

Key Takeaways

Meet the speakers

Nick Sinclair, TOA Global Founder 

Nick and his team at TOA Global work with more than 1,000 international firms and over 3,700 specialist accountants and support team members. Ten years in, they’re still scaling. Nick is regularly invited to talk on effective people management and global talent strategies as solutions in labor-tight markets, drawn from his experience and conversations with accountants and firm owners from around the world.

TOA Global is the leading offshore talent and staffing solutions provider exclusive to the accounting industry.

Brannon Poe, Poe Group Advisors Founder

Brannon has been a pioneer in the field of buying and selling firms since 2003. With a background in auditing at Ernst & Young and years of experience in both auditing and tax preparation, he brings a wealth of knowledge to the process. Brannon’s diverse experience forms the foundation of Poe Group Advisors’ industry-leading service. He is also the author of “Accountant’s Flight Plan: Best Practices for Today’s Firms” (published by the AICPA).

With practices located throughout the U.S. and Canada, Poe Group Advisors is known for their expertise in facilitating the buying and selling of CPA firms.

We look forward to having you join us.

As Jennifer Wilson (ConvergenceCoaching) projects in the 2022 Rosenberg Survey:

“We’ll see more firms experimenting with non-traditional capacity strategies including offshoring, outsourcing, fractional staffing, hiring retirees, non-CPA resource additions like EAs and strong operational and administrative resources added to the service delivery workstream and more.”

Secure your spot today.

By registering, you’ll also receive exclusive access to webinar recordings and additional resources to help you implement the strategies discussed.

Frequently asked questions

Where and when will I get the CPE point after attending the webinar?

Webinar attendees who meet the requirements will receive a digital certification from the Ab2 Institute of Accounting, official education partner of TOA Global, via email. The digital certification will be sent to the email used to register for the session, with the corresponding first and last name indicated in the registration sheet. This are usually sent a day after the webinar.

What are the requirements to get the CPE credit from the webinar?

Webinar attendees will receive 1.0 CPE credit for completing the webinar session. In order to be awarded the full credit hours, he or she must be present and have registered attendance prior to the start of the session. Registrations AFTER the webinar session will not be qualified for a CPE credit.

What is the focus of this webinar series?

This course is in the Business Management and Organization field of study. The topic falls under the category of Capacity Planning and People Strategies.

What are the requirements prior to joining the webinar?

There are no prerequisites to this course. There is no specific preparation required, however, participants are encouraged to evaluate their existing business operations to synthesize the topics more effectively.

Who normally attends this webinar?

This webinar session is for Accounting and Bookkeeping Firms, Growth-oriented business owners, current clients of TOA Global, and anyone trying to find easier processes with great technology.

What is the level of this course in terms of learning requirements?

The level of learning to this session is intermediate. This session is suitable for all participants, regardless of
skill level.

How are these webinars being organized?

This course is delivered as a workshop (group live) with a qualified speaker or facilitator.

Are these webinars for free?

TOA Global webinars are all FREE and do not require any monetary amount to join.

What are the rules in terms of refund, cancellation & complaints?

As our webinars (both in-house and partnership webinars) at TOA Global are free, no refund nor cancellation process is being imposed. Registrants to our webinar have the liberty to attend or cancel their attendance by not joining the said activity on its designated schedule.

For more information regarding complaint, concerns, suggestions or upcoming events and programs at TOA Global, please contact us at marketing@toaglobal.com.

Ab2 Institute of Accounting is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org

2023 WEBINAR SERIES

Navigating the Accounting Staffing Crisis to Drive Firm Growth

ongoing struggle to attract and retain top-tier talent

rapid technological advancements

an increasingly competitive market

growing cybersecurity threats

increased regulatory complexity

heightened client expectations for real-time insights

Buy and sell firms with confidence: Lessons from over $250 million
in sales

Is your firm doing everything it can do to stand out?

Key Takeaways

The key qualities of a highly marketable firm

How to make your business more attractive

Types of multiples and terms you’re seeing in the market

The difference between typical sellers and younger buyers

Your day-to-day as a firm owner

Meet the speakers

Nick Sinclair, TOA Global Founder

Brannon Poe, Poe Group Advisors Founder

“We’ll see more firms experimenting with non-traditional capacity strategies including offshoring, outsourcing, fractional staffing, hiring retirees, non-CPA resource additions like EAs and strong operational and administrative resources added to the service delivery workstream and more.”

Secure your spot today.

Frequently asked questions

Company

Solutions

Resources

TOA Links

Change your region

2023 WEBINAR SERIES

Navigating the Accounting Staffing Crisis to Drive Firm Growth

ongoing struggle to attract and retain top-tier talent

rapid technological advancements

an increasingly competitive market

growing cybersecurity threats

increased regulatory complexity

heightened client expectations for real-time insights

Buy and sell firms with confidence: Lessons from over $250 million in sales

Is your firm doing everything it can do to stand out?

Key Takeaways

The key qualities of a highly marketable firm

How to make your business more attractive

Types of multiples and terms you’re seeing in the market

The difference between typical sellers and younger buyers

Your day-to-day as a firm owner

Meet the speakers

Nick Sinclair, TOA Global Founder

Brannon Poe, Poe Group Advisors Founder

“We’ll see more firms experimenting with non-traditional capacity strategies including offshoring, outsourcing, fractional staffing, hiring retirees, non-CPA resource additions like EAs and strong operational and administrative resources added to the service delivery workstream and more.”

Secure your spot today.

Frequently asked questions

Company

Solutions

Resources

TOA Links

Change your region

Buy and sell firms with confidence: Lessons from over $250 million
in sales

The key qualities of a highly marketable firm 

How to make your business more attractive 

Types of multiples and terms you’re seeing in the market 

The difference between typical sellers and younger buyers 

Your day-to-day as a firm owner 

Nick Sinclair, TOA Global Founder 