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
106 episodes
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
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
How To Capitalize on Marketing to Grow Your Accounting Firm with Matt Banker - Podcast
How can accountants leverage the power of marketing to grow their businesses? Brannon and Matt Banker of Marketing for Accounting Firms explore the key concepts to building a strong brand in the accounting space. If the prospect of expanding...
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27:45
Maximizing Your Accounting Firm's Value with Brannon Poe From Blake Oliver’s From The Accounting Podcast
Brannon was a guest on Blake Oliver’s The Accounting Podcast–a very special episode that we are sharing with you now. Blake interviewed Brannon on the key factors that go into assessing the valuation of a CPA firm, the differences between va...
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24:07
Leveraging AI and Reframing Scope Creep in Your CPA Firm with Matt Kanas of Ignition
How can you most effectively price and package your offerings to optimize staff retention and client satisfaction?Matt Kanas, Managing Director at Ignition has dubbed 2024 the year of change in the accounting industry. We discu...
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37:18
Entrepreneurship In the Virtual Accounting Space with CPA Firm Owner and Xero Ambassador Liz Mason
CPA firm owner, entrepreneur and Xero ambassador Liz Mason, shared insights from starting her own virtual firm, High Rock Accounting, and using cloud-based accounting tools to find and successfully serve your niche. Her passion for entrepren...
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39:30
Darryl Boyd on Preparing for an Accounting Firm Sale, Transition, & Client Expectations
Since joining Poe Group as a Regional Market Leader, Darryl has been an integral part of the team. Listen in on our conversation discussing the ins and outs of guiding buyers and sellers through the transition process. Discover what makes for a...
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47:35
Insights from Catherine Tindall on Specializing Your Accounting Practice and the Future of The Accounting Industry - Podcast
Join me in a conversation about the world of specialization with Catherine Tindall, founder of Dominion Enterprise Services. Catherine’s area of expertise lies within her ability to craft precise credit and income tax planning strategies,...
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53:32
Prepare your accounting firm for sale with advice from previous seller, Clay Blakley - Podcast
Contemplating the sale of your practice or firm? Seasoned entrepreneur, Clay Blakely candidly shares how he grew his CPA practice and why he and his wife decided to sell. Finding the right buyer is all about fit so we chatted about ...
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44:35
Navigating Growth, Niching Down, and Other Helpful Lessons for the Accounting Firm Owner
Ready to grow your accounting firm? Let’s listen to the wisdom shared by a seasoned entrepreneur, Meryl Johnston. A Chartered Accountant, founder of Bean Ninjas, and Head of Accounting at
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49:29
Unlocking the Magic of Advisory Opportunities for Accountants - Podcast with Geni Whitehouse
In this episode, I interview Geni Whitehouse, CPA, co-founder of Solve Services, and a Level 5 Advisor and Coach at www.TheImpactfulAdvisor.com. Geni is an advocate for unlocking the magic in num...
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44:04
Adopting Tech And Automation Into Your Accounting Practice - Podcast with Jesse Rubenfeld And Tom Zehetner
It’s time we talk tech. In this episode, I interview Jesse Rubenfeld, Founder and CEO of FinOptimal, and Tom Zehentner, Director of Growth. We dive deep into the topic of automation including the three main characteristics of an automated...
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39:43