Accountant's Flight Plan

Shannon is the Vice President of lending for accounting and tax professionals at Live Oak Bank. He can provide loans in all 50 states of the US. He was recruited to launch the accounting and tax vertical in 2017 after successfully launching a similar program at another top 25 SBA lender. Shannon has over two decades of banking experience and has worked in a number of small business initiatives. He spent the beginning part of his career in the special assets group of a niche lending division at one of the nation’s largest banks, assisting in the sale of professional practices. This knowledge helps him understand the importance of the deal flow and striving to always keep the deal moving forward. As well, he is committed to the accounting profession, attending all major accounting trade shows annually, meeting with industry experts and constantly staying in front of trends in the accounting world. To learn more, please visit the Live Oak/Poe Group landing page.

Rita is a nationally known CPA firm management consultant, speaker and author. She has been repeatedly named to Accounting Today’s list of Top 100 Most Influential People in Accounting. CPA Practice Advisor has also named Keller one of The Most Powerful Women in Accounting. Keller confers with some of the most respected consultants to the CPA profession. These relationships allow her to maintain a keen sense of what CPA firms are facing nationwide.

Ryan shares on this podcast how he started his completely cloud-based firm and how there was originally a good deal of push back from other CPAs. He had a revolutionary vision to create not just good client service, but to create an incredible client experience. He also wanted a fun workplace for himself and his workforce that allowed for flexibility and required less of the aspects of the accounting business that he found mundane. Ryan succeeded.

Blockchain Technology has the potential to make a big impact in the financial industry. Find out the major concepts behind how it works and get a better understanding of it's possible uses.

Brannon recently sat down with Joanne Black, America’s leading authority on referral selling. A captivating speaker and innovative seminar leader, Joanne is changing the definition of rainmaker. Referral selling generates revenue faster than any other business development method, while decreasing costs, eliminating the competition, and gaining new clients more than 50% of the time.

Danetha Doe is the creator of Money & Mimosas and host of the Future of Accounting podcast. Named a millennial thought leader by the Hong Kong Institute of CPA's and a next-generation accountant by Quickbooks, Danetha’s blog and podcast reaches thousands of millennials and accountants eager for advice on how to create financial independence.

Learn how David decided to focus on workflow, a particular pain point for most accounting owners.

Chris Sloan's philosophy on law is very much aligned with Poe Group Advisors' experience in helping clients with the purchase and sale of CPA firms. Learn how a concise contract can save you time, money and frustration on both sides of the agreement without sacrificing legal protection.

A conversation between Brannon Poe and Drew Keasler about Drew’s purchase of a CPA practice and subsequent growth.

Penny Fair co-founded Ashgrove Learning to help accountants in public practice in Canada with practice management and professional development. She and Brannon discuss a wide range of topics including the value of mentorship, quality control, and staff training.