
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
| Publishes | Twice monthly | Episodes | 125 | Founded | 13 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | ManagementBusinessEntrepreneurship | |||

Barbara Agerton flunked retirement. After selling her California CPA practice, she thought she'd ride off into the sunset with her husband. Instead, she got bored, picked up the phone, and asked if she could come work for the company that sold her fi... more
Private equity is flooding into accounting, but taking an offer because of the flashy number on the table isn’t always the best decision.
In this crossover episode with the Inside Public Accounting Podcast, Brannon Poe joins host Rob Brown to break ... more
Selling your accounting firm is a major life transition and that often comes with an emotional tax that proper strategy can mitigate.
Lisa Handziak, who covers much of the Northeast and Midwest for Poe Group Advisors, has guided owners through succe... more
The firms winning with AI aren't the ones implementing every tool they can find. They're the ones being strategic about what actually moves the needle.
Rachel Ferris learned this firsthand when she built TaxStack AI, not because she wanted to start ... more
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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.
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!
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!
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.
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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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1. Business Strategy for CPA's
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3. Jason On Firms Podcast
4. Earmark Podcast | Earn Free Accounting CPE
5. The Accounting Podcast
Accountant's Flight Plan launched 13 years ago and published 125 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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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
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