Accountant's Flight Plan
Brannon Poe; Poe Group AdvisorsWelcome 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 | Weekly | Episodes | 142 | Founded | 13 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | EntrepreneurshipBusinessManagement | |||
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Latest Episodes
Ed Rivera is a director with BDO Alliance USA, a network of 255 CPA firms and 180 Business Resource Network firms across the country. As an accounting firm owner or practice leader, the question Ed hears most is whether ownership structure determines... more
Brannon Poe and Bailey Ball, Chief Growth Officer at Poe Group Advisors, sit down to talk through the questions coming up most often on sales calls with accounting firm owners right now. Bailey brings a recent listing to life: a CPA firm with a large... more
Private equity has pushed CPA firm valuations higher than anyone expected, and Brannon Poe says the accounting profession still has significant runway left. In this solo episode, Brannon steps away from the usual guest format to share a market update... more
Rebekah Brown Olson didn't plan to lead a state CPA society. A single leadership assessment during a firm training session reframed how she saw her own strengths, and thirteen years later she's the CEO of the Maryland Association of CPAs, connecting ... more
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- Such a good podcast
This is such a good podcast for all CPA and accounting firm owners
Apple Podcasts5Alexj43
United States6 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 Podcasts5jberlin2United States4 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 Podcasts5Eddie J. SotoUnited 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 Podcasts5GeraldineDcarterUnited 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 Podcasts5Derek843United States7 years ago
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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?
Across recent episodes, the show centers on growing and valuing CPA firms through practical, action-oriented strategies. Key topics include scaling leadership and culture, pricing and client selection, niching, and transforming traditional practices into advisory-focused organizations. Guests range from EOS practitioners to practitioners who have driven successful growth, exits, or PE-backed transitions, with frequent emphasis on disciplined execution, technology adoption, and strategic planning for sustainability and saleability. A notable hook is the blend of hands-on how-tos (pricing discipline, onboarding, workflow automation) with big-picture moves (M&A, private equity, succession) to help owners build higher-value firms. The format te... 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. Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
4. Future Firm Accounting Podcast
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 142 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. Ric Payne
6. Ian Brennan
7. Chip Summers
8. Greg Toner
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.