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April 25, 2012

After Tax Season is the Best Time to go to the Drawing Board

Have you ever noticed how professional golfers go to the practice range right after a match? How does that help? It is interesting but they do that to work out any problems they have with their form. It is effective because everything is very fresh on their minds. As professional accountants, you should do the... Read more »

Brannon Poe

Have you ever noticed how professional golfers go to the practice range right after a match? How does that help? It is interesting but they do that to work out any problems they have with their form. It is effective because everything is very fresh on their minds.

As professional accountants, you should do the same. Your errors in “form” are fresh on the mind, so now is a great time to reflect on your season and make plans that you can execute prior to next tax season.

Here is a great place to start: Go to http://www.poegroupadvisors.com/sample-chapter/ to read our free sample chapter titled The Client of Choice from the book, “Accountant’s Flight Plan.”

Use the exercise to go through your client list and make some tough choices. You will thank yourself next tax season!

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Brannon Poe

CPA

An author and experienced intermediary, Brannon has a unique ability to help creatively integrate information to develop clear, focused plans. He helps clients implement these plans to achieve their most important goals. An Ernst & Young alumni and scholarship recipient and magna cum laude graduate of the University of South Carolina, Brannon began his career in public accounting as an auditor with Ernst & Young, before working for several years in auditing and tax preparation for the regional firm of Elliott, Davis & Company. Subsequently, Brannon became a shareholder in a privately-held, family-owned business and a founding shareholder in a successful start-up manufacturing company. This breadth of experience­ — with companies large and small — has helped Brannon excel in efficiently and effectively facilitating hundreds of successful practice transitions. Brannon makes his home in Charleston, SC with his wife and three children. Away from the office, he enjoys competitive racquetball, boating, and fishing.

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