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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

38:20

From Survival Mode to Sustainable Success in Your CPA...

Accountant"s Flight Plan ·

2025/12/09

In this episode, we sit down with Lisa Smith who is a functional medicine dietitian, gut-health expert, and founder of Lisa Smith Wellness. We explore the realities of deep stress and the health impacts that so many accounting firm owners quietly carry. We start by talking about the concept of “deep stress,” how it differs from everyday overwhelm, and why professionals who juggle multiple roles often don’t realize their bodies are stuck in long-term survival mode. Lisa breaks down the signs m...

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36:20

Building an Offshore Staffing Strategy for your CPA...

Accountant"s Flight Plan ·

2025/11/24

In this episode, we sit down with returning guest Nick Sinclair, founder and chairman of TOA Global, one of the largest accounting outsourcing companies in the world. Nick shares the unlikely origin story of how a leadership trip to the Philippines revealed the talent and scalability his own firm desperately needed. This inspired him to build what has now become a powerhouse with more than 4,500 team members serving over 1,100 firms worldwide. His personal “why” behind the business was shaped by

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31:32

Building Trust and Value In Your Accounting Firm...

Accountant"s Flight Plan ·

2025/11/12

In this episode of The Accountant’s Flight Plan Podcast, we sit down with Kristen Corey, founder of Media Books Agency, to talk about how accountants can use marketing to strengthen their brand, attract ideal clients, and communicate value beyond compliance work. With experience in both public accounting and marketing, Kristen shares how her journey from working as an auditor to owning her own marketing agency taught her the importance of storytelling and connection in the profession.Key

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31:13

The AI-First CPA Firm: Redefining Accounting with...

Accountant"s Flight Plan ·

2025/10/30

In this episode of The Accountant’s Flight Plan Podcast, we sit down with Jody Padar, known across the industry as The Radical CPA, to discuss how artificial intelligence is reshaping the accounting profession. Jody shares her journey from founding one of the first cloud firms in 2010 to working in tech startups like Botkeeper and now launching her newest venture, XcelLabs. Her mission is to prepare firms for 2030 by building AI-first practices that leverage automation to expand the capacity ...

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45:47

Modern Accounting In the Age of AI: Scaling Your...

Accountant"s Flight Plan ·

2025/10/15

In this episode of The Accountant’s Flight Plan Podcast, we sit down with Mike Schwarz, CEO of MyZone AI, to explore the evolving need for modern accounting firm leaders to adopt AI. In this episode, we discuss how AI is impacting the world and what the projected implications are for small business owners in every industry. There are some key strategies for implementing AI in this episode. We encourage you to learn about the ways it can help your business without becoming overwhelmed by...

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39:37

Grow Your Business Meaningfully with Rob Dube

Accountant"s Flight Plan ·

2025/10/02

Quality leadership that grows your accounting practice isn’t about pushing your team to work harder. While it may sound counterintuitive, modeling a healthy, balanced life is what actually moves the needle. In this episode of The Accountant’s Flight Plan, Rob Dube opens the conversation by emphasizing that when leaders prioritize wellness, the team will follow suit. This results in less burnout, fewer mistakes, better client service, and a more harmonious work environment. If you are happy in your

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61:19

Private Equity Market Update in the Accounting Space:...

Accountant"s Flight Plan ·

2025/09/08

The Evolving Role of Private Equity In this special episode of The Accountant’s Flight Plan, Brannon meets with Morry Brown, regional market leader here at Poe Group Advisors, formerly of Goldman Sachs, to share a timely update on how private equity is impacting mergers and acquisitions in the accounting profession today.This was a live discussion with an informative Q&A at the end. Morry and Brannon dive deep into the steady rise of PE-backed deals and discuss the impact of ...

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33:46

Former Seller Raffi Yousefian Talks About How Niching...

Accountant"s Flight Plan ·

2025/08/18

From A Big Four Firm to Entrepreneurship In this special episode of The Accountant’s Flight Plan, Brannon sat down with Raffi Yousefian, a NY/DC-based CPA and entrepreneur, to discuss his journey to building a thriving tax practice. Raffi began his career at EY before launching his own firm in 2016, growing rapidly before making the bold decision in 2022 to niche down into three verticals. By 2023, he doubled down on his fastest-growing and most rewarding segment: restaurants. He dedicated h...

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17:45

From the Archives - The Making of Accounting Practice...

Accountant"s Flight Plan ·

2025/08/04

We are taking a look back on an episode from the archives! Enjoy this retelling of 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 execution of the workshop. This workshop wouldn’t exist without them and there’s some fun stories as to why that’s the case. The main reason it wouldn’t exist without t...

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27:56

Private Equity, Fit, and the Future of CPA Firm Deals...

Accountant"s Flight Plan ·

2025/07/03

In this episode of The Accountant’s Flight Plan Podcast, Brannon is joined by Morry Brown, California market leader at Poe Group Advisors and a longtime family friend. Morry shares his journey from Goldman Sachs to helping CPA firm owners navigate the evolving landscape of firm sales, particularly as private equity (PE) ramps up its interest in the accounting profession. Making Informed Decisions in a Rapidly Changing Market Morry and Brannon explore why having multiple offers and oppor...

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28:58

Building a Scalable Firm with Offshoring, AI, and...

Accountant"s Flight Plan ·

2025/06/12

In this episode of The Accountant’s Flight Plan, we are joined by Wayne Findlay—entrepreneur, founder of Findlay & Co., and CEO of The Back Room. Wayne shares his global perspective on how accounting firms can stay competitive in today’s talent-scarce landscape by leveraging offshoring, modern tech, and clear growth paths for team members. If you’re a firm owner thinking about scale, succession, or private equity, this episode is full of practical, real-world insight. Get in touch with ...

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47:39

Telling a Better Story: Using Personal Branding to...

Accountant"s Flight Plan ·

2025/05/19

The Power of Authenticity in Attracting Talent and Changing Perceptions In this episode of the Accountant’s Flight Plan Podcast, we interviewed fellow podcaster and reputation-building expert Rob Brown. Rob is the host of three accounting-related podcasts with a collective following of over 50,000 listeners and is the author of Build Your Reputation. He has spent over two decades working in business development and training for accountants, who he found to be passionate but often struggling ...

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39:43

Navigating the Future of Accounting Through AI and...

Accountant"s Flight Plan ·

2025/04/29

The Evolution of an Industry in Real Time In this episode of the Accountant’s Flight Plan Podcast, Brannon Poe is joined by Dan Hood, Editor-in-Chief at Accounting Today, to explore the shifting tides of the accounting industry. From his start as a receptionist to laying out physical newspapers and magazines to leading one of the profession's most respected publications, Dan shares his unique vantage point on the industry’s past, present, and rapidly approaching future. AI Is Here—But We’re...

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29:44

Reduce Staff Turnover Through Cutting-Edge Technology...

Accountant"s Flight Plan ·

2025/04/10

Providing Salary Transparency to Practitioners In this episode of the Accountant’s Flight Plan Podcast, Dominic Piscopo shares with Brannon about his startup–Big4Transparency. This service provides accounting firms with data around salary compensation, breaking up the data by sector, geography, and position seniority. It is easy to use and accessible for firm owners who value their employees and want to compensate them fairly. They offer a tiered price model based on firm size and additionall...

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52:14

The Future of Accounting Firms: Embracing AI,...

Accountant"s Flight Plan ·

2025/03/11

A Shifting ProfessionThe accounting profession is evolving, and Seth Fineberg has had a front-row seat to these shifts. A seasoned journalist who found his niche covering the accounting industry, Seth brings a unique perspective on how the field has transformed—and where it’s headed next. In this episode of The Accountant’s Flight Plan, Brannon Poe sits down with Seth to discuss the modernization of accounting firms, the talent shortage, and why more professionals are rethinking the traditional firm

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40:23

The Benefits and Challenges of Working with Family: A...

Accountant"s Flight Plan ·

2025/02/17

This week, we’re celebrating a special occasion on The Accountant’s Flight Plan Podcast! In honor of Brannon Poe’s birthday, we flipped the script—our Marketing Director, Bailey Ball (who also happens to be Brannon’s daughter), took over the mic to interview him. Their conversation takes us on a journey from the earliest days of our company, when Bailey was in elementary school, to the thriving 20+ person team we have today.Time Stamps:3:20 - The early days of the company and how it grew into what

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31:27

Hiring Smarter, Not Harder: How Testing Transforms...

Accountant"s Flight Plan ·

2025/01/30

In this episode of The Accountant’s Flight Plan Podcast, Brannon sat down with Giles, founder of Accountests and a seasoned accounting professional with 25 years of experience in public accounting and 18 years as a partner in a firm. Giles founded Accountests after years of frustration with the unpredictability of hiring in the accounting profession; hiring seemingly qualified candidates to later realize that they were not the right fit. Accountests is a structured testing approach to help CPA firms

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21:58

Using Your Passion to Find Your Niche within the...

Accountant"s Flight Plan ·

2025/01/09

In this episode, Brannon sits down with Ryan Pulice CPA, a (financial planner/accounting firm owner) to explore his unique journey of finding his niche, working with small businessbusiness owners, and real estate investors. Ryan’s venture into accounting was almost accidental. After starting his college journey in computer science he found that it was not the path for him. At his father’s suggestion, he started down the accounting route and–learning that it is the language of business–discovered a

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50:54

Celebrating 100 Episodes: An Inside Look at Building...

Accountant"s Flight Plan ·

2024/12/13

Reaching 100 episodes is no small feat, and The Accountant's Flight Plan Podcast has officially hit that milestone! To mark the occasion, Ian Brennan (Creative Director at Poe Group Advisors) takes on the role of guest host to turn the microphone on Brannon Poe, CPA, the mastermind behind the podcast.This 100th episode isn’t just a celebration; it’s a heartfelt reflection on the mission and purpose that have driven Brannon to serve the accounting industry for over 20 years. Whether you’re a

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26:23

Scaling your CPA Practice and Providing Small...

Accountant"s Flight Plan ·

2024/11/18

What role can accountants play as partners for small business owners, and how can they navigate the challenges of scaling a firm? In this episode of The Accountant’s Flight Plan Podcast, Brannon explores these questions with Cory Gayman, a CPA and entrepreneur whose firm JCG CPA Firm specializes in empowering small business owners to succeed. As a firm owner who started small, Cory shares his journey and insights on building a client-focused practice, overcoming hiring challenges, and balancing

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118 results

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