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
Jul 18, 2023 • 21min
Purchasing an Accounting Firm - Experience Share with Ravi Patel
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.
Jun 15, 2023 • 46min
Accounting Practice Management Insights- Podcast with Roger Knecht
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
May 4, 2023 • 27min
How to Intentionally Market Your CPA Firm with Jordan Vickery
In this podcast, Jordan (of Troika) and I dive into what it means to be intentional about marketing as an accounting firm. Jordan takes a thoughtful approach that considers what a firm needs, and what would be most effective which is refreshing when most marketers say more, more, more.
Mar 29, 2023 • 56min
CPA Firm Productivity and Staff Retention - Podcast with Marcey Rader
We recently had productivity expert, Marcey Rader, on the Accountant’s Flight Plan Podcast to chat with us about managing remote staff, healthy work from home boundaries and how to best work in that pesky email inbox!
Mar 14, 2023 • 18min
Hiring Remote Accounting Staff with Rob Buffington Podcast
Rob owns Guardian Financial and Gordian Staffing which places remote staff in Mexico who are fluent in English and college educated in Accounting firms across America. His goal is to help create capacity and lighten the burden of the staffing shortage.
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.
