Accountant's Flight Plan

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!

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.

Daniel Moshe is a successful entrepreneur and renowned speaker. Daniel founded Tech Guru out of his dorm room during his freshman year of college!Fast-forward to today, and Tech Guru has grown into a successful nationwide firm specializing in IT services ONLY for accounting firms. They are currently in “growth mode” with the increased need for remote systems.

Carrie and Sean have some great insights to the process of owning, hiring, training, and working remotely in a virtual world that may be new to many. They were the owners of Gnarlybooks.ca and managed a team of 14 remotely throughout Canada. They operated a full-service cloud-based bookkeeping and accounting firm with the fundamental concept of ‘Helping More’. With this belief, all decisions, operations, and approaches were based on this core philosophy at GnarlyBooks. This certainly pertains to employee retention, motivation, and engagement as much as it pertained to both customer satisfaction and business growth.

Please join us for an enlightening and light-hearted podcast with Peter Margaritis. Peter is also known as “The Accidental Accountant.” He is a CPA, author, podcast host, world renowned speaker and “Chief EDUtainment Officer.” Listen in to learn how you can incorporate improv with your business. It is especially useful when you need to get the creative ideas from your team out on the table AND tighten up those bonds while working remotely.

This podcast is definitely worth your time especially now as tax season is ramping up! Ed gives some great advice for streamlining and saving time during tax season.We recorded this podcast with Ed Mendlowitz in January of this year. This podcast episode was full of so many great tax season tips, we decided to share again. It will help you get ready for any tax season! Ed brings a ton of experience and understanding for accountants, we know you will enjoy.

Brannon recently had the pleasure of being a guest on David Spray’s IC-DISC show podcast. Listen in for a candid recap about ideal clients, accounting practice values, financing of accounting practices, and the biggest misconceptions about buying and selling accounting practices.

Did you know that currently in the U.S., only about 10% of firms are cloud-based; whereas in Australia and New Zealand the rate is around 50%? Also, did you know that cloud firms typically sell for much higher multiples than traditional firms? Why is that?Listen in on Brannon’s conversation with Ben Richmond, who is the Vice President of Business Growth for the accounting software company Xero to learn more.

This week, Brannon sat down with Anna Liotta for a podcast you DO NOT want to miss! This isn’t your typical accounting podcast, as they discuss generational differences in the workplace and the importance of understanding them to run a successful company. No wonder Fortune 500 companies keep bringing Anna back to talk about generational codes and the large impact they make on a business’ success!

If you are thinking about modernizing your firm, you don’t want to miss this podcast. Brannon recently sat down with Tate Henshaw to discuss the ins and outs of transitioning a traditional firm over to a cloud-based firm.Tate led the charge transitioning Polay+Clark from server to cloud, which led to his current position at Xero as a local ambassador in the Atlanta area, sharing insights from his experience running a cloud-based practice. Tate was also recently named a 2019 “40 under 40 Honoree” by CPA Practice Advisor.