Good podcast? Give it some love!
Brannon Poe
Accountant's Flight Plan PodcastEpisodes
Brannon Poe
Accountant's Flight Plan Podcast
A monthly Business podcast
Good podcast? Give it some love!
Rate Podcast
Episodes of Accountant's Flight Plan Podcast
Mark All
Search Episodes...
Since joining Poe Group as a Regional Market Leader, Darryl has been an integral part of the team. Listen in on our conversation discussing the ins and outs of guiding buyers and sellers through the transition process. Discover what makes for a
Join me in a conversation about the world of specialization with Catherine Tindall, founder of Dominion Enterprise Services. Catherine’s area of expertise lies within her ability to craft precise credit and income tax planning strategies, part
Contemplating the sale of your practice or firm? Seasoned entrepreneur, Clay Blakely candidly shares how he grew his CPA practice and why he and his wife decided to sell. Finding the right buyer is all about fit so we chatted about how Clay w
Ready to grow your accounting firm? Let’s listen to the wisdom shared by a seasoned entrepreneur, Meryl Johnston. A Chartered Accountant, founder of Bean Ninjas, and Head of Accounting at TeamUp, Meryl brings a wealth of experience to the tab
In this episode, I interview Geni Whitehouse, CPA, co-founder of Solve Services, and a Level 5 Advisor and Coach at www.TheImpactfulAdvisor.com. Geni is an advocate for unlocking the magic in numbers for business owners. Geni and I share a conv
It’s time we talk tech. In this episode, I interview Jesse Rubenfeld, Founder and CEO of FinOptimal, and Tom Zehentner, Director of Growth. We dive deep into the topic of automation including the three main characteristics of an automated proc
We were thrilled to have Andrea MacDonald, the founder and CEO of Pro Tax & Accounting LLC, on this episode of Accountant's Flight Plan Podcast. In addition to her wealth of expertise in managing micro businesses, Andrea shares her insights on
On this episode, I chat with Jason Blumer, one of the Top 100 Most Influential People in Accounting (Accounting Today) about the current state of the accounting industry. Jason is the founder of Thirveal, CEO of Blumer & Associates, and co-hos
If you are ready to learn the mindset shift needed to start thinking about scaling challenges creatively, this is a great episode. Geraldine Carter, coach to single-owner CPAs, joins me on this episode of Accountant’s Flight Plan and shares th
Are you a firm owner who is considering selling your practice? Or are you a potential buyer that’s looking to acquire your first business? Then you do not want to miss the opportunity to learn how Patrick Dichter leveraged his non-CPA backgro
Bill Cates, expert in acquiring new clients through referral, joins me to chat about building habits within your business to maximize referrals, and convert them into clients or even new staff! Join this discussion to learn more about creating
This book has actionable practice management advice for all firm owners whether you are a CPA, EA, bookkeeper or general accountant. With the lessons in our latest book, you’ll learn to build upon your firm’s success and make your firm more en
On this episode of Accountant’s Flight Plan, We interviewed Giles Pearson, former partner of PWC & co-founder of Accountests. Giles shares how Accountests was developed as a solution to a gap in the hiring process for CPA’s.
Randy Crabtree, former general tax practice owner, and current specialty tax prep firm owner, discusses the impacts of burnout and how to avoid it! Randy has experienced both the highs and lows of leadership and chats with us about maximizing
How Ravi Patel purchased his accounting firm through Poe Group Advisors.
This was a great meeting of minds on practice management! We had Roger Knecht on the podcast discussing insights from his post secondary course for accounting professionals, Universal Accounting. This podcast touched on:Opportunities in the pro
In this podcast, Jordan (of Troika) and I dive into what it means to be intentional about marketing as an accounting firm. Jordan takes a thoughtful approach that considers what a firm needs, and what would be most effective which is refreshing
We recently had productivity expert, Marcey Rader, on the Accountant’s Flight Plan Podcast to chat with us about managing remote staff, healthy work from home boundaries and how to best work in that pesky email inbox!
Rob owns Guardian Financial and Gordian Staffing which places remote staff in Mexico who are fluent in English and college educated in Accounting firms across America. His goal is to help create capacity and lighten the burden of the staffing
In this episode we dove into: How marketing and branding impact your practice Staffing and retention Jessica’s possible acquisition (I always love to hear about how people approach acquisitions.)Vacation! (Jessica is the reason we have our book
Susan Bryant, recognized as one of the Top 50 Women in Accounting (Ignition 2021) and firm owner of MB Group in Plano TX, joins us on this episode to discuss staffing, pricing, and client acquisition from an insightful, high level POV.
You know it's time to go up on fees when you hit a growth plateau. If you are capped out on time and can’t take on new clients to increase revenue, it's time to increase your fees. This week we have Loren Fogelman on the podcast. She is a busin
Alex Loewenstein heads up talent acquisition for CPAs at Paro. Paro places fractional 1099 accounting professionals in firms.
Join Podchaser to...
- Rate podcasts and episodes
- Follow podcasts and creators
- Create podcast and episode lists
- & much more
Unlock more with Podchaser Pro
- Audience Insights
- Contact Information
- Demographics
- Charts
- Sponsor History
- and More!
- Account
- Register
- Log In
- Find Friends
- Resources
- Help Center
- Blog
- API
Podchaser is the ultimate destination for podcast data, search, and discovery. Learn More
- © 2024 Podchaser, Inc.
- Privacy Policy
- Terms of Service
- Contact Us