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PODCAST

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

business entrepreneurship

All Episodes

26:02

Finding The Right Fit for Buyer and Seller with Buyer...

Accountant"s Flight Plan ·

2024/09/03

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 for their clients and team. This podcast touched on:Working with your spouse. What to look for in a buyer.How to find success in your new firm.Having a

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20:18

Building a Profitable CPA Firm to Support A Healthy...

Accountant"s Flight Plan ·

2024/08/20

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 build profitable firms that support their ideal lifestyle. PGA will be speaking at this virtual summit and you can attend this August 27th-29th.&nb...

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41:32

Building A Customer Focused and Profitable Accounting...

Accountant"s Flight Plan ·

2024/08/06

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.The implications of private equity for CPA firm owners.Whether you are a well-established firm or looking for new opportunities to grow, it is crucial...

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24:41

Private Equity Considerations For Selling Your CPA...

Accountant"s Flight Plan ·

2024/07/17

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 industry knowledge to accurately assess whether or not it would work for you.This podcast touched on:The key factors that help increase the number of

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27:45

How To Capitalize on Marketing to Grow Your...

Accountant"s Flight Plan ·

2024/07/02

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!

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24:07

Maximizing Your Accounting Firm's Value with Brannon...

Accountant"s Flight Plan ·

2024/06/19

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.

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37:18

Leveraging AI and Reframing Scope Creep in Your CPA...

Accountant"s Flight Plan ·

2024/05/30

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 servicing CPA firms from within the tech industry–this made for an exciting conversation.

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39:30

Entrepreneurship In the Virtual Accounting Space with...

Accountant"s Flight Plan ·

2024/05/07

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!

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47:35

Darryl Boyd on Preparing for an Accounting Firm Sale,...

Accountant"s Flight Plan ·

2024/04/02

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.

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53:32

Insights from Catherine Tindall on Specializing Your...

Accountant"s Flight Plan ·

2024/02/28

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 for choosing to specialize in ERC, including where her practice will head in a post-ERC world. Together, we dive deep into the complex history of ERC,

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44:35

Prepare your accounting firm for sale with advice...

Accountant"s Flight Plan ·

2024/02/07

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 selling an accounting firm without reflecting on Clay’s experience with transition.

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49:29

Navigating Growth, Niching Down, and Other Helpful...

Accountant"s Flight Plan ·

2024/01/26

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. Meryl shares her entrepreneurial journey, transitioning from CEO to a part-time advisor role, noting the importance of sticking to your goals while

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44:04

Unlocking the Magic of Advisory Opportunities for...

Accountant"s Flight Plan ·

2023/12/27

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 exploring niche services.

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39:43

Adopting Tech And Automation Into Your Accounting...

Accountant"s Flight Plan ·

2023/11/15

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.

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38:48

Mastering CPA firm acquisitions from a 2 time buyer -...

Accountant"s Flight Plan ·

2023/11/02

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.

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55:13

How the Accounting Industry is Evolving and How You...

Accountant"s Flight Plan ·

2023/10/17

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 firm over the past 20 years and why he became an advisor in the industry.

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36:08

Working Less Than 40 Hours a Week as a CPA Firm Owner...

Accountant"s Flight Plan ·

2023/10/04

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.

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37:16

Selling your CPA firm to a non-CPA Buyer - Podcast...

Accountant"s Flight Plan ·

2023/09/13

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 reasons why CPA firm owners should consider a non-CPA buyer. Brannon and Patrick even discuss both the bad and good surprises to expect as a buyer,

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49:36

How to Get Referrals for Clients and Staff in Your...

Accountant"s Flight Plan ·

2023/09/05

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 personable relationships.

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61:48

Prepare Your CPA Firm For Sale- Audiobook Reading

Accountant"s Flight Plan ·

2023/08/28

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115 results

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