Accountant's Flight Plan

Brannon Poe; Poe Group Advisors
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Accountant's Flight Plan

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.

  1. HÁ 4 DIAS

    Scaling your CPA Practice and Providing Small Business Clients with Value

    What role can accountants play as partners for small business owners, and how can they navigate the challenges of scaling a firm? In this episode of The Accountant’s Flight Plan Podcast, Brannon explores these questions with Cory Gayman, a CPA and entrepreneur whose firm JCG CPA Firm specializes in empowering small business owners to succeed. As a firm owner who started small, Cory shares his journey and insights on building a client-focused practice, overcoming hiring challenges, and balanci...

    26min

  2. 23 DE OUT.

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

    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 deals on our team for five years now and Morry, a member of our sales team, has a background in outsourced CFO services...

    38min

  3. 1 DE OUT.

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

    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 on Brannon and Stephanie's conversation! This podcast touched on:The importance of having a vision before you sell y...

    33min

  4. 17 DE SET.

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

    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 to raising your bottom line. This podcast touched on:Hourly billing vs value pricing.The impact of private ...

    39min

  5. 3 DE SET.

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

    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. This podcast touched on:Working with your spouse. What to look for in a buyer.How to find success in your ne...

    26min

  6. 20 DE AGO.

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

    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 support their ideal lifestyle. PGA will be speaking at this virtual summit and you can attend this August 27th-29th.&nb...

    20min

  7. 6 DE AGO.

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

    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 for CPA firm owners.Whether you are a well-established firm or looking for new opportunities to grow, it is crucial...

    42min

  8. 17 DE JUL.

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

    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 assess whether or not it would work for you.This podcast touched on:The key factors that help increase the number of...

    25min
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Sobre

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.

Informações

  • Criado por
    Brannon Poe; Poe Group Advisors
  • Anos de atividade
    2013 - 2024
  • Episódios
    99
  • Classificação
    Livre
  • Copyright
    © 2024 Accountant's Flight Plan
  • Site do podcast
    Accountant's Flight Plan

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