68 episodes

Discussions around Accounting Practice Sales, Mergers, Acquisitions, management and development.

Accountant's Flight Plan Podcast Brannon Poe

    • Business
    • 4.9 • 8 Ratings

Discussions around Accounting Practice Sales, Mergers, Acquisitions, management and development.

    Acquisitions, Marketing and Running a Good Business.

    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) 

    • 30 min
    How to Hire Staff for an Accounting Firm- Topgrading Podcast

    How to Hire Staff for an Accounting Firm- Topgrading Podcast

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

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

    • 46 min
    Solutions For Staffing Your CPA Firm with Susan Bryant

    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. 

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

    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. 

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

    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. 

    • 37 min

Customer Reviews

4.9 out of 5
8 Ratings

8 Ratings

Eddie J. Soto ,

Can't get enough of this podcast

When David Cristello talks about the immediate impact of clients from Jetpack reactionary cancelling and coming back on because of PPP loans. Interesting take from both of David and Brannon about transition firms from traditional to cloud. Its so smart! Love this episode!

GeraldineDcarter ,

Straight-forward, sensible advice

I so appreciate Brannon's low-key but wisdom-packed delivery. Every accountant needs to listen to his podcast if they want to make their firm better!

Derek843 ,

Awesome content! Glad I found this!

Love what you’re doing! Thanks for recommending listening to Anna. Her insight was fantastic! The Army sent me to a three day course on bridging the generational gap and she was spot on with a bunch of it as well as really drove home some other things. Got me thinking about our product and how we’re doing with it generationally.

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