Learn why buying a CPA firm “isn’t like buying a house” with buyer specialist Carol Poe. For the aquisition and transition process of buying an accounting firm to be successful it is crucial that both the buyer and seller are the right fit. By focusing on the work culture and personality of both, Carol guides buyers and sellers to find the best fit…

How do you strike out on your own as a solo or small firm CPA? Learn from Josie Parr’s experience doing just that. Hear how her work as a tax strategist for entrepreneurs led to the development of the Profitable Lifestyle Summit [https://summit.profitablelifestylefirm.com/], a free virtual summit to empower entrepreneurs in the accounting world to …

How can you grow your firm into the most efficient and customer-focused business that it can be? Jason Ackerman and Brannon do a deep dive into the importance of value billing, building a healthy firm culture and why private equity sees value in the profession. This podcast touched on: Timesheets vs value billing. Education in the accounting field.…

Hear first-hand experiences on dealmaking from broker, Laurens Ball, on considerations for private equity buyers and finding the right fit. Whether selling your firm or looking to buy, finding the right cultural fit for your clients and team is key. When considering private equity deals it becomes paramount to consider the buyer’s background and in…

How can accountants leverage the power of marketing to grow their businesses? Brannon and Matt Banker of Marketing for Accounting Firms explore the key concepts to building a strong brand in the accounting space. If the prospect of expanding your marketing strategy has you stumped–this episode is for you!…

Brannon was a guest on Blake Oliver’s The Accounting Podcast–a very special episode that we are sharing with you now. Blake interviewed Brannon on the key factors that go into assessing the valuation of a CPA firm, the differences between valuation on virtual firms and why cashflow to owner is key.De către Brannon Poe/Blake Oliver

How can you most effectively price and package your offerings to optimize staff retention and client satisfaction? Matt Kanas, Managing Director at Ignition has dubbed 2024 the year of change in the accounting industry. We discussed what this change looks like and what the implications of it are for CPA firm owners. With his unique perspective serv…

CPA firm owner, entrepreneur and Xero ambassador Liz Mason, shared insights from starting her own virtual firm, High Rock Accounting, and using cloud-based accounting tools to find and successfully serve your niche. Her passion for entrepreneurship is contagious and makes this a conversation you don’t want to miss!…

Since joining Poe Group as a Regional Market Leader, Darryl has been an integral part of the team. Listen in on our conversation discussing the ins and outs of guiding buyers and sellers through the transition process. Discover what makes for a smooth transition and why preparation is integral to the acquisition process.…

Join me in a conversation about the world of specialization with Catherine Tindall, founder of Dominion Enterprise Services. Catherine’s area of expertise lies within her ability to craft precise credit and income tax planning strategies, particularly focused on the Employee Retention Credit (ERC). In this episode, Catherine shares her rationale fo…

Contemplating the sale of your practice or firm? Seasoned entrepreneur, Clay Blakely candidly shares how he grew his CPA practice and why he and his wife decided to sell. Finding the right buyer is all about fit so we chatted about how Clay was able to establish what he wanted in a buyer and his motivation for a sale. Of course, we can’t talk about…

Ready to grow your accounting firm? Let’s listen to the wisdom shared by a seasoned entrepreneur, Meryl Johnston. A Chartered Accountant, founder of Bean Ninjas, and Head of Accounting at TeamUp, Meryl brings a wealth of experience to the table. Together, we chat about the power of niching down and the art of running a non-owner-centric business. M…

In this episode, I interview Geni Whitehouse, CPA, co-founder of Solve Services, and a Level 5 Advisor and Coach at www.TheImpactfulAdvisor.com. Geni is an advocate for unlocking the magic in numbers for business owners. Geni and I share a conversation about the current opportunities in advisory: Setting frameworks, showing accounting impact, and e…

It’s time we talk tech. In this episode, I interview Jesse Rubenfeld, Founder and CEO of FinOptimal, and Tom Zehentner, Director of Growth. We dive deep into the topic of automation including the three main characteristics of an automated process.De către Brannon Poe / FinOptimal

We were thrilled to have Andrea MacDonald, the founder and CEO of Pro Tax & Accounting LLC, on this episode of Accountant's Flight Plan Podcast. In addition to her wealth of expertise in managing micro businesses, Andrea shares her insights on the strategic process of acquiring an accounting firm.De către Brannon Poe / Andrea MacDonald

On this episode, I chat with Jason Blumer, one of the Top 100 Most Influential People in Accounting (Accounting Today) about the current state of the accounting industry. Jason is the founder of Thirveal, CEO of Blumer & Associates, and co-host of 2 podcasts: Thrivecast and The Businessology Show. He shares how he grew his cloud-based accounting fi…

If you are ready to learn the mindset shift needed to start thinking about scaling challenges creatively, this is a great episode. Geraldine Carter, coach to single-owner CPAs, joins me on this episode of Accountant’s Flight Plan and shares the mindset needed to bring your work week back to 40 hours.…

Are you a firm owner who is considering selling your practice? Or are you a potential buyer that’s looking to acquire your first business? Then you do not want to miss the opportunity to learn how Patrick Dichter leveraged his non-CPA background to acquire and grow 3 CPA firms. On this episode of Accountant’s Flight Plan, Patrick shares his top 4 r…

Bill Cates, expert in acquiring new clients through referral, joins me to chat about building habits within your business to maximize referrals, and convert them into clients or even new staff! Join this discussion to learn more about creating a perpetual revenue system, the power of asking questions, and result-producing strategies that build pers…

This book has actionable practice management advice for all firm owners whether you are a CPA, EA, bookkeeper or general accountant. With the lessons in our latest book, you’ll learn to build upon your firm’s success and make your firm more enjoyable for you and your staff or a future buyer.De către Brannon Poe

On this episode of Accountant’s Flight Plan, We interviewed Giles Pearson, former partner of PWC & co-founder of Accountests. Giles shares how Accountests was developed as a solution to a gap in the hiring process for CPA’s.De către Brannon Poe/Giles Pearson

Randy Crabtree, former general tax practice owner, and current specialty tax prep firm owner, discusses the impacts of burnout and how to avoid it! Randy has experienced both the highs and lows of leadership and chats with us about maximizing your traits as an entrepreneur and growing employee morale.…

How Ravi Patel purchased his accounting firm through Poe Group Advisors.De către Brannon Poe/ Ravi Patel

This was a great meeting of minds on practice management! We had Roger Knecht on the podcast discussing insights from his post secondary course for accounting professionals, Universal Accounting. This podcast touched on: Opportunities in the profession Service offerings Staffing issues and solutions What drives practice value and client retention I…

In this podcast, Jordan (of Troika) and I dive into what it means to be intentional about marketing as an accounting firm. Jordan takes a thoughtful approach that considers what a firm needs, and what would be most effective which is refreshing when most marketers say more, more, more.De către Brannon Poe/ Jordan Vickery

We recently had productivity expert, Marcey Rader, on the Accountant’s Flight Plan Podcast to chat with us about managing remote staff, healthy work from home boundaries and how to best work in that pesky email inbox!De către Brannon Poe/ Marcey Rader

Rob owns Guardian Financial and Gordian Staffing which places remote staff in Mexico who are fluent in English and college educated in Accounting firms across America. His goal is to help create capacity and lighten the burden of the staffing shortage.De către Brannon Poe/ Rob Buffington

In this episode we dove into: How marketing and branding impact your practice Staffing and retention Jessica’s possible acquisition (I always love to hear about how people approach acquisitions.) Vacation! (Jessica is the reason we have our book The Unplugged Vacation)De către Brannon Poe/ Jessica Munday

De către Brannon Poe/ Chris Mursau

De către Brannon Poe/ Jody Grunden

Susan Bryant, recognized as one of the Top 50 Women in Accounting (Ignition 2021) and firm owner of MB Group in Plano TX, joins us on this episode to discuss staffing, pricing, and client acquisition from an insightful, high level POV.De către Brannon Poe/ Susan Bryant

You know it's time to go up on fees when you hit a growth plateau. If you are capped out on time and can’t take on new clients to increase revenue, it's time to increase your fees. This week we have Loren Fogelman on the podcast. She is a business coach for accountants and gives step-by-step advice for raising fees. Her expertise is in pricing stra…

Alex Loewenstein heads up talent acquisition for CPAs at Paro. Paro places fractional 1099 accounting professionals in firms.De către Brannon Poe/ Alex Loewenstein

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.De către Brannon Poe/ Kenji Kuramoto

Learn tips and tricks for converting your rural accounting firm to the cloud.De către Brannon Poe/ Barbara Agerton

Lessons from Millions in accounting firm salesDe către Brannon Poe/Ian Brennan

Creating a virtual firmDe către Brannon Poe/ Cecilia Gordillo & Natasha Mclaren-Doerr

Learn how Alex Dawes scaled her cloud firm and gain insight into how you can implement those growth tactics in your firm.De către Brannon Poe/ Alex Dawes

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 …

The tech stacks and tools accountants are using to virtualize their firms, and the benefits of converting.De către Brannon Poe/ Carla Caldwell

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.”De către Brannon Poe/ Mario Pizzamiglio

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 an…

Allocating time and energy toward automation can seem daunting, but truthfully it's just tedious. It’s a matter of selecting the right software and getting support to help integrate. Help could come from a team member or an external coach to help move your clients over 1 by 1. I’ve always said it’s analogous to doing dishes. You can only load one d…

In her coaching, Geraldine focuses on the kind of pricing model you use in your firm, what your client list looks like, and what changes could be made based on your goals; and from there onto how to revitalize your firm with some simple changes to your service packaging and advisory. It was awesome getting to chat with her in this episode and share…

Liz Farr is a CPA and full-time freelance writer for the accounting profession. Her words have been in Forbes, CFO.com, Accounting Today, and the Journal of Accountancy to name a few. Liz is hoping to bring accounting into a more balanced future with her writing partnerships. We discuss how the accounting profession is moving towards automation and…

In this episode, we quickly connected on how important it is to have a simple explanation of the numbers even for our own businesses. If you stop for a moment and think about what’s possible when you as a business owner get a solid, tactical expression of your numbers, the world gets a whole lot bigger. With better reporting , you can properly form…

We decided to change up the podcast a little bit and turn the focus inward to give you guys a glimpse into how Accounting Practice Academy came to be. In this episode of the podcast, we have Ian Brennan (APA’s Creative Director), and my wife Carol Poe (PGA Buyer Specialist/APA’s right-hand woman) who played a pivotal role in the creation and execut…

David and I have been friends for years, and when we last spoke I could see him light up as he talked about this new venture he’d been thinking about in the podcasting world. I could tell he was excited and it shows. His new and now-running venture is Your Podcast.Team. “[Podcasting] It’s the rarest form of online content.” David noticed there were…

In this episode, Gina and I dive into the finer points of her hiring process so you can instantly come away with practical, implementable “to-do’s”. She explores common pitfalls most of us are making, simple tweaks in our hiring conversations that make substantial changes, and a workflow to sift through your candidates.…

Recently, Brannon had an exciting conversation with Ryan Lazanis. Ryan is a CPA who considers himself more of an entrepreneur than an accountant. In 2013 he founded a fully cloud-based accounting firm which was acquired five years later with the help of the Poe Group team. Now Ryan is focusing on his passion to help modernize the traditional accoun…