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 30, 2020 • 36min
Fun While Creatively Navigating 2020 with Peter Margaritis - podcast
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.
Jan 23, 2020 • 49min
Streamlining Tactics for Tax Season - Podcast with Ed Mendlowitz
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.
Dec 17, 2019 • 57min
IC-DISC show Ep010 with David Spray - podcast
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.
Dec 2, 2019 • 41min
Cloud Accounting with Xero's Ben Richmond - podcast
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.
Nov 4, 2019 • 58min
Generational Differences with Anna Liotta (podcast)
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!
Oct 1, 2019 • 45min
Transitioning to the Cloud with Tate Henshaw
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.
Aug 26, 2019 • 42min
Making Processes with Blake Oliver - Podcast
Blake Oliver is our latest guest to sit down for a conversation with Brannon. Blake is an entrepreneur, accountant, writer and speaker who specializes in cloud accounting technology. He is the Director of Product Marketing for FloQast. In 2016 and 2017, he was named a “40 Under 40” in the accounting profession by CPA Practice Advisor. I had the pleasure of meeting Blake and David at a CalCPA event to celebrate new licensees. Blake recently became a CPA. Listen to the podcast to gain more insight into how Blake created and sold his cloud-based accounting practice.
Jul 29, 2019 • 26min
Buying a CPA Practice and then growing it - with Jason Ding
Jason Ding is our latest guest to sit down for a conversation with Brannon. Jason is a young practice owner who purchased his CPA firm in the Vancouver, BC area through Poe Group Advisors in 2018. Jason is the proud owner of Jason Ding, CPA Inc., which provides accounting, tax and consulting services. What’s really interesting about his story is just how he’s grown his CPA firm since purchasing. He made some very bold moves! Listen in to find out how he went about driving exponential growth.
Jun 21, 2019 • 1h 6min
Why CPAs should switch to Value Pricing - with Ron Baker
Many of you we presume are already familiar with Ron Baker because he truly is a trailblazer in the accounting industry. If this if your first time hearing Ron speak, then you are in a for a real treat!Ron is essentially the father of “value-pricing” in the accounting world. We could not be more excited to share his and Brannon’s conversation with you. In 1989 he first began switching from charging for time (billable hours) to charging fixed prices for value delivered.
May 24, 2019 • 37min
Work-Life Balance - with Amy Vetter
Brannon recently had an enlightening conversation with Amy Vetter. Listen in on their conversation about work life balance, which helps create a more productive work-force and a more productive you. Amy Veter is a CPA, author, teacher, public speaker and yoga studio owner. In this podcast, Amy gives us insight into the contentment she feels in business and life by living a purposeful, mindful, relaxing and productive life. We highly recommend you listen to the business and life advice Vetter has to contribute in this podcast.
