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
From the Archives - The Making of Accounting Practice Academy
We are taking a look back on an episode from the archives! Enjoy this retelling of how Accounting Practice Academy came to be.
In this episode of the podcast, we have Ian Brennan (APA’s Creative Director), and my wife Carol Poe (PGA Buyer Specialist/APA’s right-hand woman) who played a pivotal role in the creation and execution of the workshop. This workshop wouldn’t exist without them and there’s some fun stories as to why that’s the case.
The main reason it wouldn’t exist without them, they filmed and produced the workshop! The pandemic left us without a studio or film crew and so, we created our own little film studio in the office. There was a lot of determination, and good humor that went into developing this workshop that we are so proud of. In the end, doing this project with a less than traditional film style gave us the opportunity to revise, condense and perfect our virtual course.
*Notable Moments*
1:14: Welcoming Carol and Ian on the podcast
2:58: How the pandemic changed filming
5:00: Filming the first several modules and deciding they weren’t good enough
8:40: Re-writing the module videos
9:00: Building the course while people were already in the workshop
11:50: Perfecting the workshop to add the most value from start to finish
13:30: The big moves members made last session
15:20: Ian’s passion for the project