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.
Podcasting since 2013 • 122 episodes
Accountant's Flight Plan
Latest Episodes
AI Won't Replace CPAs. It'll Free Them to Do Work That Actually Matters
The firms winning with AI aren't the ones implementing every tool they can find. They're the ones being strategic about what actually moves the needle.Rachel Ferris learned this firsthand when she built TaxStack AI, not because she wante...
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42:37
Why Now Is the Perfect Time to Build a Firm That Prioritizes Mentorship with Yuri Kapilovich
In this episode, Yuri (aka "The Fun CPA") explains why now is the perfect time to build the kind of firm where people genuinely want to work. He's spent four years building a following on LinkedIn by saying the things that managers and s...
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30:59
The Retention Advantage: How CPA Firms Win the Talent Game
If your best accountants are walking out the door, it's probably not about the money. In this episode, Tim Schurrer (CEO of David Novak Leadership and author of "The Secret Society of Success") reveals the leadership princ...
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35:59
When Internal Succession Fails: Why Multi-Partner CPA Firms Are Turning to External Sales
You've spent years developing your next generation of partners, but what happens when they don't want to lead, can't secure financing, or simply aren't the right fit to take over? In this episode, our Ontario Market Le...
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43:18
From Survival Mode to Sustainable Success in Your CPA Firm with Lisa Smith
In this episode, we sit down with Lisa Smith who is a functional medicine dietitian, gut-health expert, and founder of Lisa Smith Wellness. We explore the realities of deep stress and the health impacts that so many accounting firm owners quiet...
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38:19