We were thrilled to have Andrea MacDonald, the founder and CEO of Pro Tax & Accounting LLC, on this episode of Accountant's Flight Plan Podcast. In addition to her wealth of expertise in managing micro businesses, Andrea shares her insights on the strategic process of acquiring an accounting firm. 

On this episode, I chat with Jason Blumer, one of the Top 100 Most Influential People in Accounting (Accounting Today) about the current state of the accounting industry.  Jason is the founder of Thirveal, CEO of Blumer & Associates, and co-host of 2 podcasts: Thrivecast and The Businessology Show.  He shares how he grew his cloud-based accounting firm over the past 20 years and why he became an advisor in the industry.

If you are ready to learn the mindset shift needed to start thinking about scaling challenges creatively, this is a great episode.  Geraldine Carter, coach to single-owner CPAs, joins me on this episode of Accountant’s Flight Plan and shares the mindset needed to bring your work week back to 40 hours.

Are you a firm owner who is considering selling your practice?  Or are you a potential buyer that’s looking to acquire your first business?  Then you do not want to miss the opportunity to learn how Patrick Dichter leveraged his non-CPA background to acquire and grow 3 CPA firms.  On this episode of Accountant’s Flight Plan, Patrick shares his top 4 reasons why CPA firm owners should consider a non-CPA buyer.  Brannon and Patrick even discuss both the bad and good surprises to expect as a buyer, with a non-traditional CPA background.  

Bill Cates, expert in acquiring new clients through referral, joins me to chat about building habits within your business to maximize referrals, and convert them into clients or even new staff!  Join this discussion to learn more about creating a perpetual revenue system, the power of asking questions, and result-producing strategies that build personable relationships.

This book has actionable practice management advice for all firm owners whether you are a CPA, EA, bookkeeper or general accountant.  With the lessons in our latest book, you’ll learn to build upon your firm’s success and make your firm more enjoyable for you and your staff or a future buyer. 

On this episode of Accountant’s Flight Plan, We interviewed Giles Pearson, former partner of PWC & co-founder of Accountests.  Giles shares how Accountests was developed as a solution to a gap in the hiring process for CPA’s.

Randy Crabtree, former general tax practice owner, and current specialty tax prep firm owner, discusses the impacts of burnout and how to avoid it!  Randy has experienced both the highs and lows of leadership and chats with us about maximizing your traits as an entrepreneur and growing employee morale.

Ravi Patel, an experienced accountant, shares his experience of purchasing an accounting firm through Poe Group Advisors. Topics discussed include criteria for purchasing an accounting firm, the importance of full-service bookkeeping, establishing trust in the acquisition process, advice for buying an accounting firm, and maintaining confidence and scaling the business.

This was a great meeting of minds on practice management! We had Roger Knecht on the podcast discussing insights from his post secondary course for accounting professionals, Universal Accounting. This podcast touched on:Opportunities in the profession Service offeringsStaffing issues and solutions  What drives practice value and client retention Improving time management and profits