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.
Episodes
120 episodes
The Retention Advantage: How CPA Firms Win the Talent Game
If your best accountants are walking out the door, it's probably not about the money. In this episode, Tim Schurrer (CEO of David Novak Leadership and author of "The Secret Society of Success") reveals the leadership princ...
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36:01
When Internal Succession Fails: Why Multi-Partner CPA Firms Are Turning to External Sales
You've spent years developing your next generation of partners, but what happens when they don't want to lead, can't secure financing, or simply aren't the right fit to take over? In this episode, our Ontario Market Le...
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43:19
From Survival Mode to Sustainable Success in Your CPA Firm with Lisa Smith
In this episode, we sit down with Lisa Smith who is a functional medicine dietitian, gut-health expert, and founder of Lisa Smith Wellness. We explore the realities of deep stress and the health impacts that so many accounting firm owners quiet...
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38:20
Building an Offshore Staffing Strategy for your CPA Firm with Nick Sinclair
In this episode, we sit down with returning guest Nick Sinclair, founder and chairman of TOA Global, one of the largest accounting outsourcing companies in the world. Nick shares the unlikely origin story...
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36:20
Building Trust and Value In Your Accounting Firm Through Marketing with Kristen Corey
In this episode of The Accountant’s Flight Plan Podcast, we sit down with Kristen Corey, founder of Media Books Agency, to talk about how accountants can use marketing to strengthen their brand, attract ideal clients, and communicate value b...
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31:32
The AI-First CPA Firm: Redefining Accounting with Jody Padar, The Radical CPA
In this episode of The Accountant’s Flight Plan Podcast, we sit down with Jody Padar, known across the industry as The Radical CPA, to discuss how artificial intelligence is reshaping the account...
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31:13
Modern Accounting In the Age of AI: Scaling Your Firm, Adopting AI, and Maximizing Your Capacity with Mike Schwarz
In this episode of The Accountant’s Flight Plan Podcast, we sit down with Mike Schwarz, CEO of MyZone AI, to explore the evolving need for modern accounting firm leaders to adopt AI. In this episode, we discuss how AI ...
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45:47
Grow Your Business Meaningfully with Rob Dube
Quality leadership that grows your accounting practice isn’t about pushing your team to work harder. While it may sound counterintuitive, modeling a healthy, balanced life is what actually moves the needle. In this episode of The ...
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39:37
Private Equity Market Update in the Accounting Space: With Guest Morry Brown
The Evolving Role of Private EquityIn this special episode of The Accountant’s Flight Plan, Brannon meets with Morry Brown, regional market leader here at Poe Group Advisors, formerly of Goldman Sachs, to share a t...
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1:01:19
Former Seller Raffi Yousefian Talks About How Niching Down Transformed His CPA Firm
From A Big Four Firm to Entrepreneurship In this special episode of The Accountant’s Flight Plan, Brannon sat down with Raffi Yousefian, a NY/DC-based CPA and entrepreneur, to discuss his journey to building a thriving tax p...
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33:46
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 B...
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17:45
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
The Future of Accounting Firms: Embracing AI, Advisory and Finding a Balanced Life with Seth Fineberg
A Shifting ProfessionThe accounting profession is evolving, and Seth Fineberg has had a front-row seat to these shifts. A seasoned journalist who found his niche covering the accounting industry, Seth brings a unique perspe...
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52:14
The Benefits and Challenges of Working with Family: A Special Birthday Episode w/ Brannon Poe & Bailey Ball
This week, we’re celebrating a special occasion on The Accountant’s Flight Plan Podcast! In honor of Brannon Poe’s birthday, we flipped the script—our Marketing Director, Bailey Ball (who also happens to be Brannon’s d...
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40:23
Hiring Smarter, Not Harder: How Testing Transforms CPA Firm Recruitment with Giles Pearson
In this episode of The Accountant’s Flight Plan Podcast, Brannon sat down with Giles, founder of Accountests and a seasoned accounting professional with 25 years of experience in public accountin...
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31:27
Using Your Passion to Find Your Niche within the Accounting Industry
In this episode, Brannon sits down with Ryan Pulice CPA, a (financial planner/accounting firm owner) to explore his unique journey of finding his niche, working with small businessbusiness owners, and real estate investors. Ryan’s venture in...
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21:58
Celebrating 100 Episodes: An Inside Look at Building a Business and Growing a Podcast with Brannon Poe
Reaching 100 episodes is no small feat, and The Accountant's Flight Plan Podcast has officially hit that milestone! To mark the occasion, Ian Brennan (Creative Director at Poe Group Advisors) takes on the role of...
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50:54
Scaling your CPA Practice and Providing Small Business Clients with Value
What role can accountants play as partners for small business owners, and how can they navigate the challenges of scaling a firm? In this episode of The Accountant’s Flight Plan Podcast, Brannon explores these question...
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26:23
What the Influx of Private Equity in the Accounting Industry Means for Your CPA Firm
Why has there been such an increase in private equity buyers acquiring accounting firms and what does this mean for the industry? In this episode of the Accountant’s Flight Plan Podcast Brannon dives deeper into the subject and what it means...
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37:39
What To Consider Before Buying or Selling An Accounting Firm with Intermediary Stephanie Smith
What do you need to know before selling your life’s work or buying someone else’s? Learn from Stephanie’s experience as she shares her perspective on avoiding key obstacles during the acquisition and transition process in buying or selling a...
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32:48
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