Accountant's Flight Plan
Brannon Poe; Poe Group Advisors
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About This Podcast
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.
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Recent Episodes
The State of CPA Firm M&A: Private Equity, Timing & the Headline Offer Trap
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…
The Readiness Test: How to Know If You're Ready to Sell Your Firm
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…
AI Won't Replace CPAs. It'll Free Them to Do Work That Actually Matters
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…
Why Now Is the Perfect Time to Build a Firm That Prioritizes Mentorship with Yuri Kapilovich
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…
The Retention Advantage: How CPA Firms Win the Talent Game
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")…
When Internal Succession Fails: Why Multi-Partner CPA Firms Are Turning to External Sales
You've spent years developing your next generation of partners, but what happens when they don't want to lead, can't secure financing, or simply aren't the right fit to take over? In this episode,…
From Survival Mode to Sustainable Success in Your CPA Firm with Lisa Smith
In this episode, we sit down with Lisa Smith who is a functional medicine dietitian, gut-health expert, and founder of Lisa Smith Wellness. We explore the realities of deep stress and the health…
Building an Offshore Staffing Strategy for your CPA Firm with Nick Sinclair
In this episode, we sit down with returning guest Nick Sinclair, founder and chairman of TOA Global, one of the largest accounting outsourcing companies in the world. Nick shares the unlikely origin…
Building Trust and Value In Your Accounting Firm Through Marketing with Kristen Corey
In this episode of The Accountant’s Flight Plan Podcast, we sit down with Kristen Corey, founder of Media Books Agency, to talk about how accountants can use marketing to strengthen their brand,…
The AI-First CPA Firm: Redefining Accounting with Jody Padar, The Radical CPA
In this episode of The Accountant’s Flight Plan Podcast, we sit down with Jody Padar, known across the industry as The Radical CPA, to discuss how artificial intelligence is reshaping the accounting…
Modern Accounting In the Age of AI: Scaling Your Firm, Adopting AI, and Maximizing Your Capacity with Mike Schwarz
In this episode of The Accountant’s Flight Plan Podcast, we sit down with Mike Schwarz, CEO of MyZone AI, to explore the evolving need for modern accounting firm leaders to adopt AI. In this episode,…
Grow Your Business Meaningfully with Rob Dube
Quality leadership that grows your accounting practice isn’t about pushing your team to work harder. While it may sound counterintuitive, modeling a healthy, balanced life is what actually moves the…
Private Equity Market Update in the Accounting Space: With Guest Morry Brown
The Evolving Role of Private EquityIn this special episode of The Accountant’s Flight Plan, Brannon meets with Morry Brown, regional market leader here at Poe Group Advisors, formerly of Goldman…
Former Seller Raffi Yousefian Talks About How Niching Down Transformed His CPA Firm
From A Big Four Firm to Entrepreneurship In this special episode of The Accountant’s Flight Plan, Brannon sat down with Raffi Yousefian, a NY/DC-based CPA and entrepreneur, to discuss his journey to…
From the Archives - The Making of Accounting Practice Academy
We are taking a look back on an episode from the archives! Enjoy this retelling of how Accounting Practice Academy came to be.In this episode of the podcast, we have Ian Brennan (APA’s Creative…
Private Equity, Fit, and the Future of CPA Firm Deals with PGA Intermediary Morry Brown
In this episode of The Accountant’s Flight Plan Podcast, Brannon is joined by Morry Brown, California market leader at Poe Group Advisors and a longtime family friend. Morry shares his journey from…
Building a Scalable Firm with Offshoring, AI, and Talent Strategy — with Wayne Findlay
In this episode of The Accountant’s Flight Plan, we are joined by Wayne Findlay—entrepreneur, founder of Findlay & Co., and CEO of The Back Room. Wayne shares his global perspective on how…
Telling a Better Story: Using Personal Branding to Shape Better Accounting Firms with Rob Brown
The Power of Authenticity in Attracting Talent and Changing PerceptionsIn this episode of the Accountant’s Flight Plan Podcast, we interviewed fellow podcaster and reputation-building expert Rob…
Navigating the Future of Accounting Through AI and Adaptation with Dan Hood of Accounting Today
The Evolution of an Industry in Real TimeIn this episode of the Accountant’s Flight Plan Podcast, Brannon Poe is joined by Dan Hood, Editor-in-Chief at Accounting Today, to explore the shifting tides…
Reduce Staff Turnover Through Cutting-Edge Technology with Dominic Piscopo
Providing Salary Transparency to PractitionersIn this episode of the Accountant’s Flight Plan Podcast, Dominic Piscopo shares with Brannon about his startup–Big4Transparency. This service provides…
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Accountant's Flight Plan has published 124 episodes since April 2013, covering topics in Business, Entrepreneurship.
Accountant's Flight Plan is currently highly active with new episodes every 2 weeks. Average episode length is 37m.
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