Accountant's Flight Plan

Oct 23 2024 98 ep. 37 mins 16
Accountant's Flight Plan Podcast artwork

How can you make your CPA firm the best that it can be? The Accountant's Flight Plan Podcast explores just that! Through discussions with thought leaders in the industry, Brannon Poe explores everything from mergers and acquisitions to management and development. Tune in to learn the tricks of the accounting trade from seasoned professionals who have stood the test of time.

  Business
RSS feed Share
Copy RSS


Subscribe on Podcast Addict


What the Influx of Private Equity in the Accounting Industry Means for Your CPA Firm

Oct 23 2024 37 mins  
Why has there been such an increase in private equity buyers acquiring accounting firms and what does this mean for the industry? In this episode of the Accountant’s Flight Plan Podcast Brannon dives deeper into the subject and what it means for your firm with accounting practice intermediary, Laurens Ball and California market leader, Morry Brown. Laurens has been brokering deal

What To Consider Before Buying or Selling An Accounting Firm with Intermediary Stephanie Smith

Oct 01 2024 32 mins  
What do you need to know before selling your life’s work or buying someone else’s? Learn from Stephanie’s experience as she shares her perspective on avoiding key obstacles during the acquisition and transition process in buying or selling an accounting practice. After working together in the mergers and acquisitions space for more than 15 years, you don’t want to miss out

Break Free from Hourly Billing and Increase Your CPA Firm’s Value with Geraldine Carter

Sep 17 2024 39 mins  
Is tracking your hours decreasing your productivity and profitability? According to Geraldine Carter, the answer is most likely yes. In their conversation, Brannon and Geraldine break down how the hourly billing model takes you away from providing real value to your clients. Conversely, getting your hours down and doing away with the hourly billing model altogether could be the key

Finding The Right Fit for Buyer and Seller with Buyer Specialist Carol Poe

Sep 03 2024 26 mins  
Learn why buying a CPA firm “isn’t like buying a house” with buyer specialist Carol Poe. For the aquisition and transition process of buying an accounting firm to be successful it is crucial that both the buyer and seller are the right fit. By focusing on the work culture and personality of both, Carol guides buyers and sellers to find the best fit for their clients and team.

Building a Profitable CPA Firm to Support A Healthy Lifestyle with Josie Parr

Aug 20 2024 20 mins  
How do you strike out on your own as a solo or small firm CPA? Learn from Josie Parr’s experience doing just that. Hear how her work as a tax strategist for entrepreneurs led to the development of the Profitable Lifestyle Summit [https://summit.profitablelifestylefirm.com/], a free virtual summit to empower entrepreneurs in the accounting world to build profitable firms that supp

Building A Customer Focused and Profitable Accounting Firm Through Value Billing with Jason Ackerman

Aug 06 2024 41 mins  
How can you grow your firm into the most efficient and customer-focused business that it can be? Jason Ackerman and Brannon do a deep dive into the importance of value billing, building a healthy firm culture and why private equity sees value in the profession.This podcast touched on:Timesheets vs value billing.Education in the accounting field.The implications of private equity fo

Private Equity Considerations For Selling Your CPA Practice with Intermediary Laurens Ball

Jul 17 2024 24 mins  
Hear first-hand experiences on dealmaking from broker, Laurens Ball, on considerations for private equity buyers and finding the right fit. Whether selling your firm or looking to buy, finding the right cultural fit for your clients and team is key. When considering private equity deals it becomes paramount to consider the buyer’s background and industry knowledge to accurately a

How To Capitalize on Marketing to Grow Your Accounting Firm with Matt Banker - Podcast

Jul 02 2024 27 mins  
How can accountants leverage the power of marketing to grow their businesses? Brannon and Matt Banker of Marketing for Accounting Firms explore the key concepts to building a strong brand in the accounting space. If the prospect of expanding your marketing strategy has you stumped–this episode is for you!

Maximizing Your Accounting Firm's Value with Brannon Poe From Blake Oliver’s From The Accounting Podcast

Jun 19 2024 24 mins  
Brannon was a guest on Blake Oliver’s The Accounting Podcast–a very special episode that we are sharing with you now. Blake interviewed Brannon on the key factors that go into assessing the valuation of a CPA firm, the differences between valuation on virtual firms and why cashflow to owner is key.

Leveraging AI and Reframing Scope Creep in Your CPA Firm with Matt Kanas of Ignition

May 30 2024 37 mins  
How can you most effectively price and package your offerings to optimize staff retention and client satisfaction?Matt Kanas, Managing Director at Ignition has dubbed 2024 the year of change in the accounting industry. We discussed what this change looks like and what the implications of it are for CPA firm owners. With his unique perspective servicing CPA firms from within the tec