
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
Brad Stevens and Brannon Poe
If you want to get out of the bottleneck position in your firm, you have to delegate. The first step toward delegating is Auditing Your Time.
Brad’s advice, “Audit yourself…for a week or so just audit. Every time you sneeze document it. And estimate how many hours per month you’re spending on [any given] task.”