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.
Latest episodes
Jan 12, 2023 • 31min
Acquisitions, Marketing and Running a Good Business.
In this episode we dove into: How marketing and branding impact your practice Staffing and retention Jessica’s possible acquisition (I always love to hear about how people approach acquisitions.)Vacation! (Jessica is the reason we have our book The Unplugged Vacation)
Nov 30, 2022 • 35min
How to Hire Staff for an Accounting Firm- Topgrading Podcast
Nov 10, 2022 • 46min
Start-up to 10 Million Dollar Virtual CPA Firm- Podcast with Jody Grunden
Oct 18, 2022 • 38min
Solutions For Staffing Your CPA Firm with Susan Bryant
Susan Bryant, recognized as one of the Top 50 Women in Accounting (Ignition 2021) and firm owner of MB Group in Plano TX, joins us on this episode to discuss staffing, pricing, and client acquisition from an insightful, high level POV.
Oct 5, 2022 • 29min
Increasing income without increasing hours in your accounting firm with Loren Fogelman
You know it's time to go up on fees when you hit a growth plateau. If you are capped out on time and can’t take on new clients to increase revenue, it's time to increase your fees. This week we have Loren Fogelman on the podcast. She is a business coach for accountants and gives step-by-step advice for raising fees. Her expertise is in pricing strategies.
Sep 27, 2022 • 38min
Remote teams can help attract the right people to your accounting firm
Alex Loewenstein heads up talent acquisition for CPAs at Paro. Paro places fractional 1099 accounting professionals in firms.
Aug 31, 2022 • 48min
Practical advice for scaling your accounting firm with Kenji Kuramoto
Kenji and I had an awesome conversation I’m excited to share with you guys. I really wanted to get into how he grew his accounting firm and his advice for how you can scale your own…not to mention… He has some amazing key insights on attracting and retaining staff.
Aug 3, 2022 • 30min
From Traditional to Cloud: How to Transition Your Accounting Firm with Barbara Agerton
Learn tips and tricks for converting your rural accounting firm to the cloud.
Jul 15, 2022 • 59min
How to make 100% of your revenue hit the bottom line
Lessons from Millions in accounting firm sales
Jun 9, 2022 • 35min
(Podcast) Making the Move to the Cloud with Cecilia Gordillo & Natasha Mclaren-Doerr
Creating a virtual firm
