Accountant's Flight Plan
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.
Episodes
Mentioned books
Apr 3, 2019 • 1h 11min
Top Three Issues Facing Accounting Firms today - with Rita Keller
Rita is a nationally known CPA firm management consultant, speaker and author. She has been repeatedly named to Accounting Today’s list of Top 100 Most Influential People in Accounting. CPA Practice Advisor has also named Keller one of The Most Powerful Women in Accounting. Keller confers with some of the most respected consultants to the CPA profession. These relationships allow her to maintain a keen sense of what CPA firms are facing nationwide.
Feb 14, 2019 • 33min
Building a Cloud-Based Accounting Firm - with Ryan Lazanis
Ryan shares on this podcast how he started his completely cloud-based firm and how there was originally a good deal of push back from other CPAs. He had a revolutionary vision to create not just good client service, but to create an incredible client experience. He also wanted a fun workplace for himself and his workforce that allowed for flexibility and required less of the aspects of the accounting business that he found mundane. Ryan succeeded.
Dec 27, 2018 • 43min
Accounting & Blockchain - with Peter Jamack
Blockchain Technology has the potential to make a big impact in the financial industry. Find out the major concepts behind how it works and get a better understanding of it's possible uses.
Nov 5, 2018 • 34min
Referral Selling with Joanne Black
Brannon recently sat down with Joanne Black, America’s leading authority on referral selling. A captivating speaker and innovative seminar leader, Joanne is changing the definition of rainmaker. Referral selling generates revenue faster than any other business development method, while decreasing costs, eliminating the competition, and gaining new clients more than 50% of the time.
Sep 25, 2018 • 38min
The Future of Accounting - with Danetha Doe
Danetha Doe is the creator of Money & Mimosas and host of the Future of Accounting podcast. Named a millennial thought leader by the Hong Kong Institute of CPA's and a next-generation accountant by Quickbooks, Danetha’s blog and podcast reaches thousands of millennials and accountants eager for advice on how to create financial independence.
Jun 26, 2018 • 45min
A conversation with the founder of Jetpack Workflow, David Cristello
Learn how David decided to focus on workflow, a particular pain point for most accounting owners.
May 22, 2018 • 27min
How Good Legal Contracts Impact Your Business
Chris Sloan's philosophy on law is very much aligned with Poe Group Advisors' experience in helping clients with the purchase and sale of CPA firms. Learn how a concise contract can save you time, money and frustration on both sides of the agreement without sacrificing legal protection.
Feb 7, 2018 • 34min
Buying a CPA Practice and Growing it
A conversation between Brannon Poe and Drew Keasler about Drew’s purchase of a CPA practice and subsequent growth.
Jun 9, 2017 • 25min
Mentorship and Training with Penny Fair
Penny Fair co-founded Ashgrove Learning to help accountants in public practice in Canada with practice management and professional development. She and Brannon discuss a wide range of topics including the value of mentorship, quality control, and staff training.
Nov 17, 2015 • 32min
Getting Ready for Tax Season with Ed Mendlowitz
Listen in and you’ll hear some great tips for developing smoother and more profitable tax seasons. You can tell by listening to Ed that he has a wealth of knowledge and experience at making tax season not only more profitable, but more fun as well. Regardless of how many tax seasons you’ve been in practice, there is something in this recording for everyone. For most owners of accounting practices, tax season provides your bread and butter. Why not find out how to gear up for your next one!
