Accountant's Flight Plan Podcast

Darryl Boyd on Preparing for an Accounting Firm Sale, Transition, & Client Expectations

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 smooth transition and why preparation is integral to the acquisition process. 

Insights from Catherine Tindall on Specializing Your Accounting Practice and the Future of The Accounting Industry - Podcast

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, particularly focused on the Employee Retention Credit (ERC).  In this episode, Catherine shares her rationale for choosing to specialize in ERC, including where her practice will head in a post-ERC world.  Together, we dive deep into the complex history of...

Prepare your accounting firm for sale with advice from previous seller, Clay Blakley - Podcast

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 was able to establish what he wanted in a buyer and his motivation for a sale.  Of course, we can’t talk about selling an accounting firm without reflecting on Clay’s experience with transition.

Navigating Growth, Niching Down, and Other Helpful Lessons for the Accounting Firm Owner

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 table.  Together, we chat about the power of niching down and the art of running a non-owner-centric business.  Meryl shares her entrepreneurial journey, transitioning from CEO to a part-time advisor role, noting the importance of sticking to your goals w...

Unlocking the Magic of Advisory Opportunities for Accountants - Podcast with Geni Whitehouse

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 conversation about the current opportunities in advisory: Setting frameworks, showing accounting impact, and exploring niche services.

Adopting Tech And Automation Into Your Accounting Practice - Podcast with Jesse Rubenfeld And Tom Zehetner

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 process.

Mastering CPA firm acquisitions from a 2 time buyer - Podcast with Andrea MacDonald

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 the strategic process of acquiring an accounting firm. 

How the Accounting Industry is Evolving and How You Can Join the Change - Podcast with Jason Blumer

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-host of 2 podcasts: Thrivecast and The Businessology Show.  He shares how he grew his cloud-based accounting firm over the past 20 years and why he became an advisor in the industry.

Working Less Than 40 Hours a Week as a CPA Firm Owner is Possible - Podcast with Geraldine Carter

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 the mindset needed to bring your work week back to 40 hours.

Selling your CPA firm to a non-CPA Buyer - Podcast with Patrick Dichter, 3-time firm owner who has tripled a firm’s revenue with a non-CPA background

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 background to acquire and grow 3 CPA firms.  On this episode of Accountant’s Flight Plan, Patrick shares his top 4 reasons why CPA firm owners should consider a non-CPA buyer.  Brannon and Patrick even discuss both the bad and good surprises to expect as a bu...

How to Get Referrals for Clients and Staff in Your Accounting Firm - Podcast with Bill Cates

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 a perpetual revenue system, the power of asking questions, and result-producing strategies that build personable relationships.

Prepare Your CPA Firm For Sale- Audiobook Reading

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 enjoyable for you and your staff or a future buyer. 

Hiring a CPA- Podcast with Accountests’ Giles Pearson

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.

Leadership and Practice Management - Podcast with Randy Crabtree

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 your traits as an entrepreneur and growing employee morale.

Purchasing an Accounting Firm - Experience Share with Ravi Patel

How Ravi Patel purchased his accounting firm through Poe Group Advisors.

Accounting Practice Management Insights- Podcast with Roger Knecht

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 profession  Service offerings Staffing issues and solutions   What drives practice value and client retention  Improving time management and profits 

How to Intentionally Market Your CPA Firm with Jordan Vickery

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 when most marketers say more, more, more. 

CPA Firm Productivity and Staff Retention  - Podcast with Marcey Rader

 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!  

Hiring Remote Accounting Staff with Rob Buffington Podcast

 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 shortage.  

Acquisitions, Marketing and Running a Good Business.

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 The Unplugged Vacation) 

How to Hire Staff for an Accounting Firm- Topgrading Podcast

How to Hire Staff for an Accounting Firm- Topgrading Podcast

Start-up to 10 Million Dollar Virtual CPA Firm- Podcast with Jody Grunden

Solutions For Staffing Your CPA Firm with Susan Bryant

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. 

Increasing income without increasing hours in your accounting firm with Loren Fogelman

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 business coach for accountants and gives step-by-step advice for raising fees. Her expertise is in pricing strategies. 

Increasing income without increasing hours in your accounting firm with Loren Fogelman

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 business coach for accountants and gives step-by-step advice for raising fees. Her expertise is in pricing strategies. 

Remote teams can help attract the right people to your accounting firm

 Alex  Loewenstein heads up talent acquisition for CPAs at Paro. Paro places fractional 1099 accounting professionals in firms. 

Practical advice for scaling your accounting firm with Kenji Kuramoto

Kenji and I had an awesome conversation I’m excited to share with you guys. I really wanted to get into how he grew his accounting firm and his advice for how you can scale your own…not to mention… He has some amazing key insights on attracting and retaining staff. 

From Traditional to Cloud: How to Transition Your Accounting Firm with Barbara Agerton

Learn tips and tricks for converting your rural accounting firm to the cloud. 

From Traditional to Cloud: How to Transition Your Accounting Firm with Barbara Agerton

Learn tips and tricks for converting your rural accounting firm to the cloud. 

How to make 100% of your revenue hit the bottom line

Lessons from Millions in accounting firm sales

(Podcast) Making the Move to the Cloud with Cecilia Gordillo & Natasha Mclaren-Doerr

Creating a virtual firm

How to Scale a Cloud Accounting Firm - $0-$750K in 2.5 years -Podcast with Alex Dawes

Learn how Alex Dawes scaled her cloud firm and gain insight into how you can implement those growth tactics in your firm. 

How to Scale a Cloud Accounting Firm - $0-$750K in 2.5 years -Podcast with Alex Dawes

Learn how Alex Dawes scaled her cloud firm and gain insight into how you can implement those growth tactics in your firm. 

Trends and Advice for Modernizing your Accounting Firm with Bruce Coombes (Podcast)

On this podcast, we discussed accounting trends specific to the U.S and how they compare with the industry world-wide. Bruce has noticed a slower trend for the United States to adopt fixed price billing packages compared to Australia and the U.K. He attributes that to the complicated tax code of the U.S. We also chatted about digitization, and why data collection is one of the biggest hindrances to the transition from traditional accounting.

How to Modernize Your Accounting Firm to Go Virtual

The tech stacks and tools accountants are using to virtualize their firms, and the benefits of converting. 

How Mario Pizzamiglio, CPA cut his client list, increased his revenue, and reduced his hours.( Podcast)

Mario cut his client list by 150 clients and increased his revenue by $150,000 all the while setting boundaries around his weekends and nights. In this experience share, Mario says, “I got control of my business so it could provide for my life and not be my life.”

How to Attract and Keep Employees With Jill Christensen

We know that hiring and retaining staff is a huge struggle for many businesses right now, not just in the accounting industry. In short, what employees want is work-life balance, flexibility and a healthy company-culture. Our most recent podcast guest, Jill Christensen is impassioned about helping companies build the right culture for attracting and retaining employees. Jill is a former Fortune 500 Corporate Communications business executive with a Six Sigma Green Belt, Jill understands how...

How to Attract and Keep Employees With Jill Christensen

We know that hiring and retaining staff is a huge struggle for many businesses right now, not just in the accounting industry. In short, what employees want is work-life balance, flexibility and a healthy company-culture. Our most recent podcast guest, Jill Christensen is impassioned about helping companies build the right culture for attracting and retaining employees. Jill is a former Fortune 500 Corporate Communications business executive with a Six Sigma Green Belt, Jill understands how...

Automating your Accounting firm with Jetpack Workflow’s CEO, David Cristello (Podcast)

Allocating time and energy toward automation can seem daunting, but truthfully it's just tedious. It’s a matter of selecting the right software and getting support to help integrate. Help could come from a team member or an external coach to help move your clients over 1 by 1.  I’ve always said it’s analogous to doing dishes. You can only load one dish at a time, and you can only convert one client at a time. Tedious for sure, but when you think about the potential to scale while reducing y...

Automating your Accounting firm with Jetpack Workflow’s CEO, David Cristello (Podcast)

Allocating time and energy toward automation can seem daunting, but truthfully it's just tedious. It’s a matter of selecting the right software and getting support to help integrate. Help could come from a team member or an external coach to help move your clients over 1 by 1.  I’ve always said it’s analogous to doing dishes. You can only load one dish at a time, and you can only convert one client at a time. Tedious for sure, but when you think about the potential to scale while reducing y...

Why You Need to Leave Billable Hours Behind with Geraldine Carter | Accountant’s Flight Plan Podcast

In her coaching, Geraldine focuses on the kind of pricing model you use in your firm, what your client list looks like, and what changes could be made based on your goals; and from there onto how to revitalize your firm with some simple changes to your service packaging and advisory.  It was awesome getting to chat with her in this episode and share some commonalities in our coaching experience. In this episode, we both leaned into a common truth – that there’s so much possibility on the ta...

Why You Need to Leave Billable Hours Behind with Geraldine Carter | Accountant’s Flight Plan Podcast

In her coaching, Geraldine focuses on the kind of pricing model you use in your firm, what your client list looks like, and what changes could be made based on your goals; and from there onto how to revitalize your firm with some simple changes to your service packaging and advisory.  It was awesome getting to chat with her in this episode and share some commonalities in our coaching experience. In this episode, we both leaned into a common truth – that there’s so much possibility on the ta...

Accountants are Going into the Future Kicking and Screaming with Liz Farr

Liz Farr is a CPA and full-time freelance writer for the accounting profession. Her words have been in Forbes, CFO.com, Accounting Today, and the Journal of Accountancy to name a few.  Liz is hoping to bring accounting into a more balanced future with her writing partnerships. We discuss how the accounting profession is moving towards automation and how if you don’t adjust you’ll be left behind. Accountants now have the opportunity to offer financial advice and clear reporting to give clien...

Accountants are Going into the Future Kicking and Screaming with Liz Farr

Liz Farr is a CPA and full-time freelance writer for the accounting profession. Her words have been in Forbes, CFO.com, Accounting Today, and the Journal of Accountancy to name a few.  Liz is hoping to bring accounting into a more balanced future with her writing partnerships. We discuss how the accounting profession is moving towards automation and how if you don’t adjust you’ll be left behind. Accountants now have the opportunity to offer financial advice and clear reporting to give clien...

The Financial Insights Owners Need but Aren’t Getting | Spencer Sheinin | Ep. 43

In this episode, we quickly connected on how important it is to have a simple explanation of the numbers even for our own businesses. If you stop for a moment and think about what’s possible when you as a business owner get a solid, tactical expression of your numbers, the world gets a whole lot bigger. With better reporting , you can properly formulate a growth plan for your business over the next year, three years, or even 10 years.  Without a simple explanation of numbers , your perspect...

Spencer Sheinin and Brannon

The making of APA

We decided to change up the podcast a little bit and turn the focus inward to give you guys a glimpse into how Accounting Practice Academy came to be.   In this episode of the podcast, we have Ian Brennan (APA’s Creative Director), and my wife Carol Poe (PGA Buyer Specialist/APA’s right-hand woman) who played a pivotal role in the creation and execution of the workshop. This workshop wouldn’t exist without them and there’s some fun stories as to why that’s the case.   The main reason it wo...

The making of APA

We decided to change up the podcast a little bit and turn the focus inward to give you guys a glimpse into how Accounting Practice Academy came to be.   In this episode of the podcast, we have Ian Brennan (APA’s Creative Director), and my wife Carol Poe (PGA Buyer Specialist/APA’s right-hand woman) who played a pivotal role in the creation and execution of the workshop. This workshop wouldn’t exist without them and there’s some fun stories as to why that’s the case.   The main reason it wo...

David Spray and Brannon

David and I have been friends for years, and when we last spoke I could see him light up as he talked about this new venture he’d been thinking about in the podcasting world. I could tell he was excited and it shows. His new and now-running venture is Your Podcast.Team. “[Podcasting] It’s the rarest  form of online content.”  David noticed there were some barriers to entry in the podcasting scene, the technology aspect, the worries about hosting capabilities, “what will I talk about?” etc....