
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 • 109 episodes
Accountant's Flight Plan
Latest Episodes
Private Equity, Fit, and the Future of CPA Firm Deals with PGA Intermediary Morry Brown
In this episode of The Accountant’s Flight Plan Podcast, Brannon is joined by Morry Brown, California market leader at Poe Group Advisors and a longtime family friend. Morry shares his journey from Goldman Sachs to helping CPA firm own...
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27:56

Building a Scalable Firm with Offshoring, AI, and Talent Strategy — with Wayne Findlay
In this episode of The Accountant’s Flight Plan, we are joined by Wayne Findlay—entrepreneur, founder of Findlay & Co., and CEO of The Back Room. Wayne shares his global perspective on how accounting firms can stay competitive in today’s...
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28:58

Telling a Better Story: Using Personal Branding to Shape Better Accounting Firms with Rob Brown
The Power of Authenticity in Attracting Talent and Changing PerceptionsIn this episode of the Accountant’s Flight Plan Podcast, we interviewed fellow podcaster and reputation-building expert Rob Brown. Rob is the host of three accoun...
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47:39

Navigating the Future of Accounting Through AI and Adaptation with Dan Hood of Accounting Today
The Evolution of an Industry in Real TimeIn this episode of the Accountant’s Flight Plan Podcast, Brannon Poe is joined by Dan Hood, Editor-in-Chief at Accounting Today, to e...
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39:43

Reduce Staff Turnover Through Cutting-Edge Technology with Dominic Piscopo
Providing Salary Transparency to PractitionersIn this episode of the Accountant’s Flight Plan Podcast, Dominic Piscopo shares with Brannon about his startup–Big4Transparency. This service provides accounting firms with data aro...
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29:44
