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
Transitioning to the Cloud with Tate Henshaw
If you are thinking about modernizing your firm, you don’t want to miss this podcast. Brannon recently sat down with Tate Henshaw to discuss the ins and outs of transitioning a traditional firm over to a cloud-based firm.
Tate led the charge transitioning Polay+Clark from server to cloud, which led to his current position at Xero as a local ambassador in the Atlanta area, sharing insights from his experience running a cloud-based practice. Tate was also recently named a 2019 “40 under 40 Honoree” by CPA Practice Advisor.