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Artwork for Accountant's Flight Plan

Accountant's Flight Plan

Brannon Poe; Poe Group Advisors
Accounting Practice Sales
Accounting
Client Transition
Understanding Client Needs
Motivation In Sales
Relational Aspects Of Accounting
Emotional Readiness For Selling
Communication In Accounting
Integrity In Transactions
Accounting Practice Academy
Cloud Accounting
Poe Group Advisors
Mergers and Acquisitions
Engineering and Accounting Overlaps
Transition Strategies
Subscription Pricing
Accountants
Marketing
Public Accounting
CPA

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, B... more

PublishesTwice monthlyEpisodes121Founded13 years ago
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ManagementBusinessEntrepreneurship

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Artwork for Accountant's Flight Plan

Latest Episodes

In this episode, Yuri (aka "The Fun CPA") explains why now is the perfect time to build the kind of firm where people genuinely want to work. He's spent four years building a following on LinkedIn by saying the things that managers and senior account... more

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If your best accountants are walking out the door, it's probably not about the money. 

In this episode, Tim Schurrer (CEO of David Novak Leadership and author of "The Secret Society of Success") reveals the leadership principle that grew Yum! Brands... more

YouTube

You've spent years developing your next generation of partners, but what happens when they don't want to lead, can't secure financing, or simply aren't the right fit to take over? 

In this episode, our Ontario Market Leader Darryl Boyd, reveals why ... more

YouTube

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 car... more

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Recent Guests

Yuri Kapilovich
The Fund CPA; mentor for accountants in their first five years
Episode: Why Now Is the Perfect Time to Build a Firm That Prioritizes Mentorship with Yuri Kapilovich
Tim Schurrer
Author of The Secret Society of Success and CEO of David Novak Leadership
David Novak Leadership
Episode: The Retention Advantage: How CPA Firms Win the Talent Game
Lisa Smith
A functional medicine dietitian and gut health expert, and founder of Lisa Smith Wellness.
Lisa Smith Wellness
Episode: From Survival Mode to Sustainable Success in Your CPA Firm with Lisa Smith
Kristen Corey
Marketing expert with experience across various industries, including fashion and real estate, dedicated to helping accounting firms enhance their marketing strategies.
Media Books Agency
Episode: Building Trust and Value In Your Accounting Firm Through Marketing with Kristen Corey
Jody Padar
The Radical CPA, advocate for AI in accounting, and founder of AIX movement
Radical CPA
Episode: The AI-First CPA Firm: Redefining Accounting with Jody Padar, The Radical CPA
Rob Dube
Visionary of the 10 Disciplines and co-host of Shed and Shine
Episode: Grow Your Business Meaningfully with Rob Dube
Rob Brown
Expert on influence, reputation, employer brand, and personal branding.
Accounting Influencers Podcast
Episode: Telling a Better Story: Using Personal Branding to Shape Better Accounting Firms with Rob Brown
Daniel Hood
Editor-in-Chief at Accounting Today
Accounting Today
Episode: Navigating the Future of Accounting Through AI and Adaptation with Dan Hood of Accounting Today
Dominic Piscopo
Founder of Big Four Transparency
Big Four Transparency
Episode: Reduce Staff Turnover Through Cutting-Edge Technology with Dominic Piscopo

Host

Brannon Poe
Host and CPA with over 20 years of experience in accounting and M&A, providing insights on practice management and firm development.

Reviews

4.7 out of 5 stars from 16 ratings
  • 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 Podcasts
    5
    jberlin2
    United 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 Podcasts
    5
    Eddie J. Soto
    United 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 Podcasts
    5
    GeraldineDcarter
    United 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 Podcasts
    5
    Derek843
    United States6 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the actionable insights and practical strategies shared in the discussions, often highlighting the relevance of topics to real-world challenges faced by CPA firms.
Feedback indicates a strong demand for ongoing learning within the accounting profession, with listeners eager for innovative solutions and thought leadership in the industry.
The host's approachable style and depth of knowledge are frequently commended, making complex subjects engaging and understandable.

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Talking Points

Recent interactions between the hosts and their guests.

The Retention Advantage: How CPA Firms Win the Talent Game
Q: How do you clearly define what success means to you?
Success should be defined on an individual level, with a focus on contributing to others rather than just traditional metrics.
The Retention Advantage: How CPA Firms Win the Talent Game
Q: What do you think are the qualities of a good leader?
Good leaders should have clarity on what success means, be content with their roles, and foster a culture of acknowledgment and collaboration.
Why Now Is the Perfect Time to Build a Firm That Prioritizes Mentorship with Yuri Kapilovich
Q: What do you think the current perception is?
Younger CPAs see accounting as boring, low-paying, and toxic, leading to less interest in the profession.
Building Trust and Value In Your Accounting Firm Through Marketing with Kristen Corey
Q: What do you think is a good kind of baseline marketing that small accounting firms need to be doing?
A newsletter is essential as it builds relationships and has a high ROI, and firms should also focus on their local presence and social media engagement.
Building Trust and Value In Your Accounting Firm Through Marketing with Kristen Corey
Q: How do you feel that the cross pollination has occurred?
Working across different industries has clarified that accountants are the preferred clients for marketing, as it helps identify consistent strategies across the specific industry.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Age Range
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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?

Focused on the accounting industry, this podcast provides valuable insights for CPA firm owners and those interested in building or acquiring accounting practices. Topics frequently discussed include practice management, succession planning, the impact of marketing and technology on accounting, as well as strategies for navigating mergers and acquisitions. The conversations often feature industry experts who share their experiences and recommendations for achieving sustainable growth in accounting firms. Listeners can expect practical advice that helps them enhance their operational efficiency, improve decision-making, and reposition their firms for long-term success.

The podcast stands out for its emphasis on actionable insights and the s... more

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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. The Accounting Podcast
2. Future Firm Accounting Podcast
3. Acquiring Minds
4. Money For the Rest of Us
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 121 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. Yuri Kapilovich
2. Tim Schurrer
3. Lisa Smith
4. Kristen Corey
5. Jody Padar
6. Rob Dube
7. Rob Brown
8. Daniel Hood

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.

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