Accountant's Flight Plan
Discussions around Accounting Practice Sales, Mergers, Acquisitions, management and development.
Podcasting since 2013 • 96 episodes
Accountant's Flight Plan
Latest Episodes
Break Free from Hourly Billing and Increase Your CPA Firm’s Value with Geraldine Carter
Is tracking your hours decreasing your productivity and profitability? According to Geraldine Carter, the answer is most likely yes. In their conversation, Brannon and Geraldine break down how the hourly billing model takes you away from pro...
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39:05
Finding The Right Fit for Buyer and Seller with Buyer Specialist Carol Poe
Learn why buying a CPA firm “isn’t like buying a house” with buyer specialist Carol Poe. For the aquisition and transition process of buying an accounting firm to be successful it is crucial that both the buyer and seller are the right fit. ...
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26:02
Building a Profitable CPA Firm to Support A Healthy Lifestyle with Josie Parr
How do you strike out on your own as a solo or small firm CPA? Learn from Josie Parr’s experience doing just that. Hear how her work as a tax strategist for entrepreneurs led to the development of the Profitable Lifestyle Summit [https://summit...
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20:18
Building A Customer Focused and Profitable Accounting Firm Through Value Billing with Jason Ackerman
How can you grow your firm into the most efficient and customer-focused business that it can be? Jason Ackerman and Brannon do a deep dive into the importance of value billing, building a healthy firm culture and why private equity sees valu...
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41:32
Private Equity Considerations For Selling Your CPA Practice with Intermediary Laurens Ball
Hear first-hand experiences on dealmaking from broker, Laurens Ball, on considerations for private equity buyers and finding the right fit. Whether selling your firm or looking to buy, finding the right cultural fit for your clients and team...
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24:41