About
Barbara Agerton serves as an Accounting Practice Intermediary at Poe Group Advisors. As a CPA, she guides accounting practice owners through business expansion and transitions to their next life stage. She emphasizes professionalism, integrity, and trusted client relationships. Originally from Louisville, Kentucky, she now lives in Texas. She enjoys flying planes with her husband, a private pilot. She started a tax firm in 2005 and transitioned to cloud operations in 2013, working with clients worldwide. Intuit recognized her technology adoption by selecting her firm among 15 “Firm of the Future” finalists in 2016. She sold her firm through Poe Group Advisors in 2021, gaining firsthand experience with its process as a seller. She serves on the Leadership Council of the Texas Society of CPAs in Fort Worth. She also serves as a Key Person for the Fort Worth Political Action Committee.
Who is a good fit for Barbara Agerton
- Accounting practice owners seeking to expand their businesses.
- CPAs planning a practice sale as they transition to a new stage of life.
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