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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
Integrity In Transactions
Relational Aspects Of Accounting
Emotional Readiness For Selling
Communication In Accounting
Accounting Practice Academy
Cloud Accounting
Poe Group Advisors
Mergers and Acquisitions
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

PublishesTwice monthlyEpisodes125Founded13 years ago
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ManagementBusinessEntrepreneurship

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Artwork for Accountant's Flight Plan

Latest Episodes

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

YouTube

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

YouTube

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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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
Brannon Poe is a CPA with over 20 years of experience in mergers and acquisitions, focusing on guiding accountants in building and selling their CPA firms. He engages in insightful discussions with industry leaders to provide valuable tools and strategies for practice management and 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 variety of topics covered, specifically highlighting their relevance to CPA firm owners and those interested in firm management.
Many commend the actionable insights shared by the host and guests, emphasizing their practical applicability in real-world scenarios.
Feedback often points to the engaging conversational style, making complex topics easier to digest for busy professionals.

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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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Social Media Reach

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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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. Jason On Firms Podcast
4. Earmark Podcast | Earn Free Accounting CPE
5. The Accounting Podcast

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

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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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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