Accountant's Flight Plan

Accountant's Flight Plan

Por: Brannon Poe; Poe Group Advisors
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.
120 episodios disponibles

Latest episodes of the podcast Accountant's Flight Plan

The Retention Advantage: How CPA Firms Win the Talent Game 07/01/2026
When Internal Succession Fails: Why Multi-Partner CPA Firms Are Turning to External Sales 21/12/2025
From Survival Mode to Sustainable Success in Your CPA Firm with Lisa Smith 09/12/2025
Building an Offshore Staffing Strategy for your CPA Firm with Nick Sinclair 24/11/2025
Building Trust and Value In Your Accounting Firm Through Marketing with Kristen Corey 12/11/2025
The AI-First CPA Firm: Redefining Accounting with Jody Padar, The Radical CPA 30/10/2025
Modern Accounting In the Age of AI: Scaling Your Firm, Adopting AI, and Maximizing Your Capacity with Mike Schwarz 15/10/2025
Grow Your Business Meaningfully with Rob Dube 02/10/2025
Private Equity Market Update in the Accounting Space: With Guest Morry Brown 08/09/2025
Former Seller Raffi Yousefian Talks About How Niching Down Transformed His CPA Firm 18/08/2025
From the Archives - The Making of Accounting Practice Academy 04/08/2025
Private Equity, Fit, and the Future of CPA Firm Deals with PGA Intermediary Morry Brown 03/07/2025
Building a Scalable Firm with Offshoring, AI, and Talent Strategy — with Wayne Findlay 12/06/2025
Telling a Better Story: Using Personal Branding to Shape Better Accounting Firms with Rob Brown 19/05/2025
Navigating the Future of Accounting Through AI and Adaptation with Dan Hood of Accounting Today 29/04/2025
Reduce Staff Turnover Through Cutting-Edge Technology with Dominic Piscopo 10/04/2025
The Future of Accounting Firms: Embracing AI, Advisory and Finding a Balanced Life with Seth Fineberg 11/03/2025
The Benefits and Challenges of Working with Family: A Special Birthday Episode w/ Brannon Poe & Bailey Ball 17/02/2025
Hiring Smarter, Not Harder: How Testing Transforms CPA Firm Recruitment with Giles Pearson 30/01/2025
Using Your Passion to Find Your Niche within the Accounting Industry 09/01/2025
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