Accountant's Flight Plan
Welcome to The Accountant's Flight Plan, where we guide you toward building a top-tier CPA firm that you would want to buy. With over 20 years of working with accountants in mergers and acquisitions, Brannon Poe, CPA delves into engaging and vital topics with industry leaders. Unpacking everything from transition planning and accounting practice sales to practice management and firm development, Brannon equips you with the tools you need to build the practice of your dreams. Whether you are navigating firm growth or exploring the nuances of succession planning, join us to learn actionable insights that will empower and inspire you to love your firm again.
Accountant's Flight Plan
Latest Episodes
23 Years of Consecutive Growth: How One CPA Built a Firm Worth Merging Up
Frank Longobardi started a five-person CPA firm in Hartford, Connecticut on November 1st, 1984, with a first-year revenue goal of $300,000. For the next 23 consecutive years, the firm grew both top and bottom line, every single year. By the tim...
The Gap Between Financial Success and Fulfillment
Brian Gray made partner at a top 100 CPA firm, built a career advising billionaires and high-net-worth families on complex tax strategies, and then realized that none of it had made him any happier.Brian is a tax partner, award-winning C...
Right People, Right Seats: How EOS Helps CPA Firm Owners Build Teams That Scale
Meghan Hickman has spent over three years as our EOS implementer at Poe Group Advisors, and this conversation is one we have been looking forward to sharing. Meghan works with entrepreneurial leadership teams to help them build structure, creat...
The Ideal Practice Model: Seven Areas That Transform a CPA Firm
Joe Woodard has trained over 150,000 accounting professionals and spent his career studying what separates firms that grow from firms that stay stuck. His answer? It almost always starts with pricing.In this conversation, Joe walks throu...
Focus Works Every Time: Brannon Poe and Ian Brennan Close Out the Power of Focus Series
Seven episodes. Dozens of real-world examples. One recurring answer.Brannon Poe and Ian Brennan sit down one more time to close out the Power of Focus series. Throughout this series, the pattern that emerges is hard to ignore: th...