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 | Twice monthly | Episodes | 135 | Founded | 13 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | ManagementEntrepreneurshipBusiness | |||
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Latest Episodes
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
Joe Woodard has trained over 150,000 accounting professionals and spent his career studying what separates firms that grow from firms that stay stuck. His answer? It almost always starts with pricing.
In this conversation, Joe walks through the Wood... more
Seven episodes. Dozens of real-world examples. One recurring answer.
Brannon Poe and Ian Brennan sit down one more time to close out the Power of Focus series. Throughout this series, the pattern that emerges is hard to ignore: the firms that get re... more
A niche accounting firm with 45% cash flow and 1,500 owner hours sold for 5.6 million dollars on 2.6 million in revenue. That is the kind of result possible when a CPA firm owner gets intentional about the factors buyers care about most. In this epis... 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 States3 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 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 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 States6 years ago
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Apple Podcasts | #66 |  Indonesia/Business/Entrepreneurship |
Apple Podcasts | #240 |  South Africa/Business/Entrepreneurship |
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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. Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
3. Future Firm Accounting Podcast
4. Business Strategy for CPA's
5. Acquisitions Anonymous - #1 for business buying, selling and operating
How many episodes of Accountant's Flight Plan are there?
Accountant's Flight Plan launched 13 years ago and published 135 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. Joe Woodard
2. Ric Payne
3. Ian Brennan
4. Chip Summers
5. Greg Toner
6. Chris Murphy
7. Bill Murphy
8. Barbara Agerton
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