

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

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

Apr 29, 2022 • 23min
How to Scale a Cloud Accounting Firm - $0-$750K in 2.5 years -Podcast with Alex Dawes
Learn how Alex Dawes scaled her cloud firm and gain insight into how you can implement those growth tactics in your firm.

Feb 9, 2022 • 35min
Trends and Advice for Modernizing your Accounting Firm with Bruce Coombes (Podcast)
On this podcast, we discussed accounting trends specific to the U.S and how they compare with the industry world-wide. Bruce has noticed a slower trend for the United States to adopt fixed price billing packages compared to Australia and the U.K. He attributes that to the complicated tax code of the U.S. We also chatted about digitization, and why data collection is one of the biggest hindrances to the transition from traditional accounting.

Feb 2, 2022 • 42min
How to Modernize Your Accounting Firm to Go Virtual
The tech stacks and tools accountants are using to virtualize their firms, and the benefits of converting.

Jan 20, 2022 • 23min
How Mario Pizzamiglio, CPA cut his client list, increased his revenue, and reduced his hours.( Podcast)
Mario cut his client list by 150 clients and increased his revenue by $150,000 all the while setting boundaries around his weekends and nights. In this experience share, Mario says, “I got control of my business so it could provide for my life and not be my life.”

Jan 12, 2022 • 45min
How to Attract and Keep Employees With Jill Christensen
We know that hiring and retaining staff is a huge struggle for many businesses right now, not just in the accounting industry. In short, what employees want is work-life balance, flexibility and a healthy company-culture. Our most recent podcast guest, Jill Christensen is impassioned about helping companies build the right culture for attracting and retaining employees.Jill is a former Fortune 500 Corporate Communications business executive with a Six Sigma Green Belt, Jill understands how organizations operate, and what they need to do differently to engage employees. Her book, If Not You, Who?, is a global best-seller, and her popular weekly blog was named a Top 100 Corporate Blog alongside of Apple and Microsoft.