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Hosted by Accountant · 🇺🇸 US · EN-US · 139 episodes
Established thought leaders with verified media credentials.
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, Brannon equips you with the tools you need to build the practice of your dreams. Whether you are navigating firm growth or exploring the nuances of succession planning, join us to learn actionable insights that will empower and inspire you to love your firm again.
Accountant hosts Accountant's Flight Plan, a business show with 139 episodes published.
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 As
Kristen McGarr has spent over 20 years helping businesses implement CRM systems that actually work. Her core belief is that the future of CRM isn't about more technology, it's about more humanity. For CPA firm owners who
Frank Longobardi started a five-person CPA firm in Hartford, Connecticut on November 1st, 1984, with a first-year revenue goal of $300,000. For the next 23 consecutive years, the firm grew both top and bottom line, every
Brian Gray made partner at a top 100 CPA firm, built a career advising billionaires and high-net-worth families on complex tax strategies, and then realized that none of it had made him any happier. Brian is a tax partne
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 the
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 conversatio
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
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
Ric Payne has been thinking about how accountants build better practices for decades. If you have been in the industry for a while, you likely know about Ric Payne. He co-founded Results Accounting Systems in 1992, ran t
Jason Ackerman, Co-Managing Partner at BNA Advisors, helped grow the firm from a $1.5 million firm to over $7 million organically, without acquiring a single practice. He joined his father's firm in 2012, scaled the team
Chip Summers worked 2,900 hours a year for over 25 years. Every Saturday. Some Sundays. Always behind. Then he made a series of decisions that transformed his firm. He raised prices across the board. He moved on from hig
Greg Toner kept only his best clients, raised prices, picked one niche, and grew his practice 15X. While many CPAs accept any business that comes their way, Greg found success by being highly selective. He looked at his
Bill and Chris Murphy increased their firm's value by half a million dollars in six months. They weren't desperate to sell, just ready to work reasonable hours with clients they liked. So they did something about it. The
Part of the Power of Focus Mini-Series What really separates great accounting firms from the rest? That question is what led Brannon Poe and Ian Brennan to put together this mini-series. And after years of working with f
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 fo
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 j
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, ha
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
In this episode, Yuri (aka "The Fun CPA") explains why now is the perfect time to build the kind of firm where people genuinely want to work. He's spent four years building a following on LinkedIn by saying the things th
If your best accountants are walking out the door, it's probably not about the money. In this episode, Tim Schurrer (CEO of David Novak Leadership and author of "The Secret Society of Success") reveals the leadership pri
Joe Woodard
founder & CEO · Scaling New Heights
1 appearance on this show
Ian Brennan
Grammy-winning producer · Accounting Practice Academy
3 appearances on this show
Brannon Poe
3 appearances on this show
Jason Ackerman
CPA and WealthRabbit cofounder · BNA Advisors
1 appearance on this show
Tim Schurrer
CEO of David Novak Leadership · David Novak Leadership Inc.
1 appearance on this show
Lisa Smith
host of the Recovery Rocks podcast, author of Girl Walks Out of a Bar, former practicing lawyer · Women’s Domestic and Family Violence Court Advocacy
1 appearance on this show
Nick Sinclair
founder and chairman · accounting business
1 appearance on this show
Meghan Hickman
Poe Group Advisors
1 appearance on this show
Laurens Ball
Poe Group Advisors
1 appearance on this show
Ric Payne
Results Accounting Systems
1 appearance on this show
Lisa Handziak
Poe Group Advisors
1 appearance on this show
Rachel Ferris
TaxStack AI
1 appearance on this show
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Accountant's Flight Plan is hosted by Accountant. The show is categorised under business (entrepreneurship) and has published 139 episodes.
Accountant's Flight Plan has published 139 episodes.
Accountant's Flight Plan regularly covers business, entrepreneurship, management. It sits in the business category, with a entrepreneurship focus.
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