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Accountant's Flight Plan

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

PublishesMonthlyEpisodes114Founded12 years ago
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BusinessEntrepreneurshipManagement

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Artwork for Accountant's Flight Plan

Latest Episodes

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 ... more

YouTube

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 ... more

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 ... more

YouTube

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 ... more

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Recent Guests

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
Seth Fineberg
Consultant and content strategist at Accountants Forward, with a rich background in the accounting industry as a journalist and editor.
Accountants Forward
Episode: The Future of Accounting Firms: Embracing AI, Advisory and Finding a Balanced Life with Seth Fineberg
Giles Pearson
Co-founder of AccountTests and a 25-year veteran of public accounting
AccountTests
Episode: Hiring Smarter, Not Harder: How Testing Transforms CPA Firm Recruitment with Giles Pearson
Ryan Pulice
CPA, certified tax planner, and host of the CPA Zone Podcast
The Pulice Group
Episode: Using Your Passion to Find Your Niche within the Accounting Industry
Cory Gayman
Owner and president of JCG Tax Advisory and a business owner dedicated to helping entrepreneurs navigate tax and compliance complexities.
JCG Tax Advisory
Episode: Scaling your CPA Practice and Providing Small Business Clients with Value
Stephanie Smith
Broker at Poe Group Advisors with extensive experience in accounting practice sales
Poe Group Advisors
Episode: What To Consider Before Buying or Selling An Accounting Firm with Intermediary Stephanie Smith

Host

Brannon Poe
Host and expert in accounting mergers and acquisitions, with extensive experience guiding CPA firms towards successful transitions and growth strategies.

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 States4 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.

There is a strong positive sentiment towards the insights gained from industry leaders and experts featured in episodes.
Many commend the host for making complex topics accessible and relatable for professionals looking to enhance their accounting practices.
Listeners appreciate the engaging and informative nature of the discussions, often highlighting the practical advice shared.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

Private Equity Market Update in the Accounting Space: With Guest Morry Brown
Q: What proportion of sellers want to stay on board and be part of a bigger project versus those wanting to fully exit?
Most sellers are looking to exit due to a desire for more free time, although multi-partner firms that include some partners wanting to exit can provide a good fit for PE buyers.
Private Equity Market Update in the Accounting Space: With Guest Morry Brown
Q: What benefits have you seen to employees when CPA firms are purchased by private equity?
The benefits can vary; many PE firms understand the need to keep good talent and salaries might increase due to competition for skilled professionals.
Former Seller Raffi Yousefian Talks About How Niching Down Transformed His CPA Firm
Q: Can you tell us a little bit about your impressions on AI and its impact on the advisory work?
Raffi believes AI will impact the industry significantly, and while they are taking a cautious approach with AI integration, he sees it as a necessity moving forward.
Former Seller Raffi Yousefian Talks About How Niching Down Transformed His CPA Firm
Q: What was it like emotionally after the transition was complete?
Raffi expressed that it was a big relief to focus solely on the restaurant practice without distractions from the other part of the business.
Former Seller Raffi Yousefian Talks About How Niching Down Transformed His CPA Firm
Q: What was the decision-making process like when you decided to sell off a part of your practice?
Raffi described the restaurant vertical as the most rewarding and scalable aspect of his practice, prompting the decision to sell off the non-restaurant portion to focus on growth.

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?

Focused on providing actionable insights for accounting professionals, this podcast explores critical topics related to firm growth, mergers and acquisitions, and practice management in the CPA industry. It taps into the experiences of industry leaders and emphasizes themes like specialization, the impact of technology, and contemporary challenges such as talent acquisition and retention. Unique perspectives on personal branding, transparency in compensation, and adapting to evolving market dynamics help current accountants navigate their careers and enhance their practices. Listeners gain valuable tools and strategies to build successful firms while also addressing the emotional complexities of running an accounting practice.

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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. Business Strategy for CPA's
2. Future Firm Accounting Podcast
3. The Accounting Podcast
4. Accounting Best Practices with Steve Bragg
5. Jason On Firms Podcast

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

Accountant's Flight Plan launched 12 years ago and published 114 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. Rob Dube
2. Rob Brown
3. Daniel Hood
4. Dominic Piscopo
5. Seth Fineberg
6. Giles Pearson
7. Ryan Pulice
8. Cory Gayman

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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