Accountant's Flight Plan
Brannon Poe; Poe Group Advisors
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
Mentioned books
Dec 27, 2023 • 44min
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 numbers for business owners. Geni and I share a conversation about the current opportunities in advisory: Setting frameworks, showing accounting impact, and exploring niche services.
Nov 15, 2023 • 40min
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 process.
Nov 2, 2023 • 39min
Mastering CPA firm acquisitions from a 2 time buyer - Podcast with Andrea MacDonald
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.
Oct 17, 2023 • 55min
How the Accounting Industry is Evolving and How You Can Join the Change - Podcast with Jason Blumer
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.
Oct 4, 2023 • 36min
Working Less Than 40 Hours a Week as a CPA Firm Owner is Possible - Podcast with Geraldine Carter
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.
Sep 13, 2023 • 37min
Selling your CPA firm to a non-CPA Buyer - Podcast with Patrick Dichter, 3-time firm owner who has tripled a firm’s revenue with a non-CPA background
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.
Sep 5, 2023 • 50min
How to Get Referrals for Clients and Staff in Your Accounting Firm - Podcast with Bill Cates
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.
Aug 28, 2023 • 1h 2min
Prepare Your CPA Firm For Sale- Audiobook Reading
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.
Aug 23, 2023 • 39min
Hiring a CPA- Podcast with Accountests’ Giles Pearson
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.
Aug 9, 2023 • 32min
Leadership and Practice Management - Podcast with Randy Crabtree
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.
