Accountant's Flight Plan

Brannon Poe; Poe Group Advisors

Private Equity

Mergers and Acquisitions

Accounting

Accounting Practice Sales

Work-Life Balance

Accounting Profession

Entrepreneurship

Accounting Practice Academy

Poe Group Advisors

Client Relationships

Public Accounting

Accounting Industry

Accounting Practices

Client Transition

Hourly Billing

CPA Practices

Marketing

Motivation In Sales

Understanding Client Needs

Small Business Management

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

17 ratings

Publishes	Weekly	Episodes	138	Founded	13 years ago
Number of Listeners		Categories	BusinessManagementEntrepreneurship

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Latest Episodes

Renewals, Referrals, Recent Conversations: Building Pipeline Without Extra Hours

Kristen McGarr has spent over 20 years helping businesses implement CRM systems that actually work. Her core belief is that the future of CRM isn't about more technology, it's about more humanity. For CPA firm owners who have tried a CRM, abandoned i... more

2 Jul 2026 • 17 min • Most popular

YouTube

23 Years of Consecutive Growth: How One CPA Built a Firm Worth Merging Up

Frank Longobardi started a five-person CPA firm in Hartford, Connecticut on November 1st, 1984, with a first-year revenue goal of $300,000. For the next 23 consecutive years, the firm grew both top and bottom line, every single year. By the time he a... more

25 Jun 2026 • 33 min • Popular

YouTube

The Gap Between Financial Success and Fulfillment

Brian Gray made partner at a top 100 CPA firm, built a career advising billionaires and high-net-worth families on complex tax strategies, and then realized that none of it had made him any happier.

Brian is a tax partner, award-winning CPA, frequen... more

10 Jun 2026 • 19 min

YouTube

Right People, Right Seats: How EOS Helps CPA Firm Owners Build Teams That Scale

Meghan Hickman has spent over three years as our EOS implementer at Poe Group Advisors, and this conversation is one we have been looking forward to sharing. Meghan works with entrepreneurial leadership teams to help them build structure, create acco... more

4 Jun 2026 • 50 min

YouTube

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Recent Guests

Frank Longobardi

Former CEO of CohnReznick

CohnReznick

Episode: 23 Years of Consecutive Growth: How One CPA Built a Firm Worth Merging Up

Brian Gray

Tax partner at a top 100 CPA firm; author of Suck Less, Laugh More

Top 100 CPA firm

Episode: The Gap Between Financial Success and Fulfillment

Meghan Hickman

EOS implementer with extensive experience leading EOS adoption in entrepreneurial organizations

EOS Worldwide / Independent EOS Implementer

Episode: Right People, Right Seats: How EOS Helps CPA Firm Owners Build Teams That Scale

Joe Woodard

Founder and CEO of Woodard; leading educator and conference host

Woodard

Episode: The Ideal Practice Model: Seven Areas That Transform a CPA Firm

Laurens Ball

Intermediary at Poe Group Advisors

Poe Group Advisors

Episode: What Buyers Are Really Looking For

Ric Payne

CEO of Principa; former founder of Results Accounting Systems; pioneer in accounting practice development

Principa/Results Accounting Systems

Episode: How Choosing Better Clients Builds More Profitable Accounting Firms

Ian Brennan

Heads up Accounting Practice Academy

Accounting Practice Academy

Episode: How Choosing Better Clients Builds More Profitable Accounting Firms

Jason Ackerman

CPA, partner at BNA CPAs and Advisors

BNA CPAs and Advisors

Episode: How a $1.5M Firm Grew to $7M Organically with Jason Ackerman

Chip Summers

CPA based in Orangeburg, South Carolina; Vice Chair of the South Carolina Board of Accountancy

Independent Practitioner / SC Board of Accountancy

Episode: How to Get a 4-day Weekend During Tax Season

Host

Brannon Poe

Host and lead interviewee; CPA; frequent guide on practice management, pricing, and exits

Reviews

4.7 out of 5 stars from 17 ratings

Such a good podcast
This is such a good podcast for all CPA and accounting firm owners
Apple Podcasts
5
Alexj43
United States4 months 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 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 States4 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

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Listeners Say

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

Strong practical guidance for running a modern CPA firm.

Listeners appreciate real-world anecdotes and clear takeaways they can apply quickly.

High quality guests and thoughtful discussions around focus, pricing, and niche strategies.

Episodes often cited for helping teams think more strategically about growth and burnout.

Brannon's low-key, insightful delivery is widely praised by listeners.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts

#197

Indonesia/Business/Entrepreneurship

Talking Points

Recent interactions between the hosts and their guests.

The Ideal Practice Model: Seven Areas That Transform a CPA Firm

Q: How did you come about doing this work? Were you a CPA? What was your background?

Joe explains he was not a CPA by training, has a background in classical Greek, worked in a temp agency, and ultimately found a path into accounting through a firm that sponsored his education; he then started a CAS practice and became involved in the profession through Scaling New Heights, eventually building education and coaching programs.

Focus Works Every Time: Brannon Poe and Ian Brennan Close Out the Power of Focus Series

Q: What are some themes or areas that recur across the Power of Focus series?

The recurring themes include identifying the most impactful levers for a firm (like pricing, staffing, and client selection), the importance of capacity to enable strategic work, and the value of a clear, shared vision that guides decisions and motivates the team.

How Niching Down to Veterinarians Built a 15X Practice

Q: What have been the most challenging growth points as you scaled since the acquisition?

The interview highlights evolving from a one-person operation to a layered team, hiring and managing staff, and creating a system where the firm can deliver high-value work through scalable processes.

How Niching Down to Veterinarians Built a 15X Practice

Q: What led you to sign up for the Academy, and was it growth-oriented or opportunistic at the time?

Greg explains it was opportunistic—seeking practical business-running lessons not taught in accounting school—and highlights how APA helped him implement multiple wins weekly, contributing to a massive 15x revenue increase after acquiring a small practice.

How Niching Down to Veterinarians Built a 15X Practice

Q: And how can you just tell us how you raise your minimum fees, and what did that do to your practice?

Greg describes identifying non-value clients, removing them, and raising prices for the remaining clients who see real value, which unlocked capacity and improved revenue alignment with value.

Audience Metrics

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

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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?

The show focuses on building valuable, scalable CPA firms with a strong emphasis on focus, client selection, pricing power, and disciplined growth. Across episodes, hosts and guests share real-world strategies for pruning unprofitable clients, niching into high-value markets, leveraging technology, and preparing firms for sale or growth through governance, teams, and process improvements. Notable themes include M&A dynamics, preparing for exits, and fostering leadership and culture to sustain profitability, all told through practitioner stories and actionable playbooks. A key differentiator is the practical, blueprint-like approach—often featuring firm owners, advisors, and niche specialists—designed to help listeners love their firms again... 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. Jason On Firms Podcast
2. The Accounting Podcast
3. Future Firm Accounting Podcast
4. Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
5. Business Strategy for CPA's

How many episodes of Accountant's Flight Plan are there?

Accountant's Flight Plan launched 13 years ago and published 138 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. Frank Longobardi
2. Brian Gray
3. Meghan Hickman
4. Joe Woodard
5. Laurens Ball
6. Ric Payne
7. Ian Brennan
8. Jason Ackerman

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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