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
Mar 23, 2021 • 27min
What you need to know about Crypto Currency Taxation
On the most recent episode of The Accountant’s Flight Plan Podcast, we interviewed Shehan Chandrasekera, who is one of a handful of CPAs in the country recognized as a real-world operator and conceptual subject matter expert on cryptocurrency taxation. He is the Head of Tax Strategy at CoinTracker, partner at JAGArgueta CPAs a Forbes Tax Contributor and a CPE instructor who has won various awards.
Feb 26, 2021 • 53min
Data Reports that Accounting Firm Clients Want - Podcast with Justin Hatch
Communicating with clients like they are another accountant doesn’t cut it.Justin Hatch shares with our listeners that what clients want from their accountants is simplified language and visual reporting first, and then a dive into the details. Accountants have to give their clients a high-level perspective written in layman’s terms when it comes to data.
Jan 20, 2021 • 37min
Podcast with Rich Stang- Accounting Firm Hiring For Culture
Even without a start in public accounting, (or perhaps because of that) Rich Stang built a powerhouse of a firm by focusing heavily on one thing – Hiring for culture.In this podcast he dives into how his team is the source of that growth and success. The art of hiring well takes finesse and several counter-intuitive perspectives, some of which Rich explores in today’s episode.
Dec 14, 2020 • 24min
Selling a CPA Practice with Jim Alkire (podcast)
In 2019 we helped Jim sell his CPA practice in the Washington, DC area and we wanted to share with you a bit about what it was like for him to successfully go through that process.He talks about taking the leap to start his own firm, how he decided to exit, and what he wished he had known in the midst of managing his firm.A pearl of wisdom that Jim shared with us in this episode is that: “You gotta understand one thing…you only have so many tax seasons in you.”
Nov 18, 2020 • 58min
Your Accounting Firm has a brand with Matt Wilkinson & Maggie Antone (podcast)
Guess what? You don’t get to choose whether or not you have a brand; you either have a weak brand or you have a strong brand.That’s just one of the powerful ideas that Matt Wilkinson and Maggie Antone share in this episode of The Accountant’s Flight Plan Podcast. Listen in (or watch) to learn from Maggie, a seasoned branding expert who’s worked with big brands such as Coca Cola, BP, McDonald’s, and World Vision, to name a few. She and Matt created Troika to focus just on branding for accounting firms.
Oct 30, 2020 • 58min
Gusto Accounting Strategy & Tech with Matt Woodson & Will Lopez (podcast)
If you’ve listened to this podcast for any amount of time you’ll know we usually focus on business fundamentals over tech, but Gusto was an exception to the rule.At Poe Group Advisors, we switched to Gusto for our payroll this summer and it’s incredibly easy to use. I haven’t been this excited about a software in a long time. It’s one of those companies where after you integrate it you sit there and think “Man, why didn’t I think of this?”
Oct 14, 2020 • 36min
Niching your CPA firm with Brandon Hall (podcast)
It’s no coincidence that niche rhymes with rich.Brandon Hall is the CEO of the Real Estate CPA. His company provides advisory, accounting and tax services to real estate investors. Brandon is also a CPA and a national speaker. Listen in about how he built his fast-growing, highly focused CPA firm, and his unique insights into the world of accounting and real estate.If you have been thinking about differentiating yourself by narrowing your focus, then you don’t want to miss this one!
Sep 4, 2020 • 26min
Recruiting and Hiring for Accountants with Mark Goldman (podcast)
Recruiting and retaining accounting talent is one of the most challenging and impactful responsibilities for CPA practice owners, so you don’t want to miss this one. Mark Goldman is the founder of MGR Accounting Recruiters in San Antonio, Texas. He has over 20 years of accounting experience and has served on the board of directors for the Texas Society of CPAs, the San Antonio Chapter of TSCPA, and Institute of Management Accountants and the American Payroll Association. He is extremely knowledgeable in the area of hiring and recruiting for accountants.
Aug 25, 2020 • 34min
Increasing Capacity with Wayne Findlay - podcast
Wayne is the founder of both The Back Room, and Findlay & Co Chartered Accountants in New Zealand. Wayne transformed (and sold) his local accounting firm to go on to build a global business for Accountants by creating incredible processes and cutting-edge methods to increasing capacity. This is one you don’t want to miss!
Jul 3, 2020 • 37min
Cash Flow Story with Alan Miltz - podcast
We have a very special guest on our podcast today. Alan Miltz is a co-author of the global best-selling book – Scaling Up by Verne Harnish. Alan is a renowned author and speaker who is dedicated to helping companies scale up their profits. His techniques and Optimist software have become a global standard and are used by 500 Global Banks and 30,000 businesses! The common theme in Alan’s business is to make the complex simple.
