Accountant's Flight Plan
Brannon Poe; Poe Group AdvisorsWelcome 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, B... more
| Publishes | Twice monthly | Episodes | 130 | Founded | 13 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | EntrepreneurshipManagementBusiness | |||
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Latest Episodes
Jason Ackerman, Co-Managing Partner at BNA Advisors, helped grow the firm from a $1.5 million firm to over $7 million organically, without acquiring a single practice. He joined his father's firm in 2012, scaled the team from 14 to 35 people, and bui... more
Chip Summers worked 2,900 hours a year for over 25 years. Every Saturday. Some Sundays. Always behind. Then he made a series of decisions that transformed his firm.
He raised prices across the board. He moved on from high-maintenance, low-return cli... more
Greg Toner kept only his best clients, raised prices, picked one niche, and grew his practice 15X.
While many CPAs accept any business that comes their way, Greg found success by being highly selective. He looked at his client list, identified the b... more
Bill and Chris Murphy increased their firm's value by half a million dollars in six months. They weren't desperate to sell, just ready to work reasonable hours with clients they liked. So they did something about it. They fired almost all their indiv... more
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- Such a good podcast
This is such a good podcast for all CPA and accounting firm owners
Apple Podcasts5Alexj43
United Statesa month ago - Excellent CPA Firm Podcast
Great podcast for CPA firm owners and those exploring becoming CPA firm owners.
Explores a variety of topics highlighting the superiority of value pricing, niching, being a virtual firm, lowering owner hours for better lifestyle/profitability/sale-ability, employee constraints in the accounting industry, and more.
Apple Podcasts5jberlin2United States3 years ago - Can't get enough of this podcast
When David Cristello talks about the immediate impact of clients from Jetpack reactionary cancelling and coming back on because of PPP loans. Interesting take from both of David and Brannon about transition firms from traditional to cloud. Its so smart! Love this episode!
Apple Podcasts5Eddie J. SotoUnited States3 years ago - Straight-forward, sensible advice
I so appreciate Brannon's low-key but wisdom-packed delivery. Every accountant needs to listen to his podcast if they want to make their firm better!
Apple Podcasts5GeraldineDcarterUnited States5 years ago - Awesome content! Glad I found this!
Love what you’re doing! Thanks for recommending listening to Anna. Her insight was fantastic! The Army sent me to a three day course on bridging the generational gap and she was spot on with a bunch of it as well as really drove home some other things. Got me thinking about our product and how we’re doing with it generationally.
Apple Podcasts5Derek843United States6 years ago
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Frequently Asked Questions About Accountant's Flight Plan
What is Accountant's Flight Plan about and what kind of topics does it cover?
Focusing on the intricacies of building and selling CPA firms, the content offers insights into various aspects of the accounting profession, including transition planning, practice management, and firm development. Industry experts and leaders are featured, offering actionable strategies aimed at assisting accounting professionals in optimizing their practices and navigating the complexities of mergers and acquisitions. The discussions often highlight the emotional aspects of firm ownership and the importance of cultivating a positive work culture, primarily targeting practitioners looking to enhance their operations or considering future transitions.
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How many listeners does Accountant's Flight Plan get?
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Which podcasts are similar to Accountant's Flight Plan?
These podcasts share a similar audience with Accountant's Flight Plan:
1. Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
2. Future Firm Accounting Podcast
3. Business Strategy for CPA's
4. The Accounting Podcast
5. Jason On Firms Podcast
How many episodes of Accountant's Flight Plan are there?
Accountant's Flight Plan launched 13 years ago and published 130 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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What guests have appeared on Accountant's Flight Plan?
Recent guests on Accountant's Flight Plan include:
1. Chip Summers
2. Greg Toner
3. Chris Murphy
4. Bill Murphy
5. Barbara Agerton
6. Rob Brown
7. Yuri Kapilovich
8. Tim Schurrer
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.