Accountant's Flight Plan cover art

All Episodes

Accountant's Flight Plan — 132 episodes

#
Title
1

Focus Works Every Time: Brannon Poe and Ian Brennan Close Out the Power of Focus Series

2

What Buyers Are Really Looking For

3

How Choosing Better Clients Builds More Profitable Accounting Firms

4

How a $1.5M Firm Grew to $7M Organically with Jason Ackerman

5

How to Get a 4-day Weekend During Tax Season

6

How Niching Down to Veterinarians Built a 15X Practice

7

Half a Million in Six Months: How to Transform Firm Value

8

What Makes an Accounting Firm Prosper? Key Insights from Helping Hundreds of Firm Owners

9

Navigating the Sale of a CPA Practice From A Seller Turned Intermediary

10

The State of CPA Firm M&A: Private Equity, Timing & the Headline Offer Trap

11

The Readiness Test: How to Know If You're Ready to Sell Your Firm

12

AI Won't Replace CPAs. It'll Free Them to Do Work That Actually Matters

13

Why Now Is the Perfect Time to Build a Firm That Prioritizes Mentorship with Yuri Kapilovich

14

The Retention Advantage: How CPA Firms Win the Talent Game

15

When Internal Succession Fails: Why Multi-Partner CPA Firms Are Turning to External Sales

16

From Survival Mode to Sustainable Success in Your CPA Firm with Lisa Smith

17

Building an Offshore Staffing Strategy for your CPA Firm with Nick Sinclair

18

Building Trust and Value In Your Accounting Firm Through Marketing with Kristen Corey

19

The AI-First CPA Firm: Redefining Accounting with Jody Padar, The Radical CPA

20

Modern Accounting In the Age of AI: Scaling Your Firm, Adopting AI, and Maximizing Your Capacity with Mike Schwarz

21

Grow Your Business Meaningfully with Rob Dube

22

Private Equity Market Update in the Accounting Space: With Guest Morry Brown

23

Former Seller Raffi Yousefian Talks About How Niching Down Transformed His CPA Firm

24

From the Archives - The Making of Accounting Practice Academy

25

Private Equity, Fit, and the Future of CPA Firm Deals with PGA Intermediary Morry Brown

26

Building a Scalable Firm with Offshoring, AI, and Talent Strategy — with Wayne Findlay

27

Telling a Better Story: Using Personal Branding to Shape Better Accounting Firms with Rob Brown

28

Navigating the Future of Accounting Through AI and Adaptation with Dan Hood of Accounting Today

29

Reduce Staff Turnover Through Cutting-Edge Technology with Dominic Piscopo

30

The Future of Accounting Firms: Embracing AI, Advisory and Finding a Balanced Life with Seth Fineberg

31

The Benefits and Challenges of Working with Family: A Special Birthday Episode w/ Brannon Poe & Bailey Ball

32

Hiring Smarter, Not Harder: How Testing Transforms CPA Firm Recruitment with Giles Pearson

33

Using Your Passion to Find Your Niche within the Accounting Industry

34

Celebrating 100 Episodes: An Inside Look at Building a Business and Growing a Podcast with Brannon Poe

35

Scaling your CPA Practice and Providing Small Business Clients with Value

36

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

37

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

38

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

39

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

40

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

41

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

42

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

43

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

44

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

45

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

46

Entrepreneurship In the Virtual Accounting Space with CPA Firm Owner and Xero Ambassador Liz Mason

47

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

48

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

49

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

50

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

51

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

52

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

53

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

54

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

55

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

56

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

57

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

58

Prepare Your CPA Firm For Sale- Audiobook Reading

59

Hiring a CPA- Podcast with Accountests’ Giles Pearson

60

Leadership and Practice Management - Podcast with Randy Crabtree

61

Purchasing an Accounting Firm - Experience Share with Ravi Patel

62

Accounting Practice Management Insights- Podcast with Roger Knecht

63

How to Intentionally Market Your CPA Firm with Jordan Vickery

64

CPA Firm Productivity and Staff Retention  - Podcast with Marcey Rader

65

Hiring Remote Accounting Staff with Rob Buffington Podcast

66

Acquisitions, Marketing and Running a Good Business.

67

How to Hire Staff for an Accounting Firm- Topgrading Podcast

68

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

69

Solutions For Staffing Your CPA Firm with Susan Bryant

70

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

71

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

72

Practical advice for scaling your accounting firm with Kenji Kuramoto

73

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

74

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

75

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

76

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

77

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

78

How to Modernize Your Accounting Firm to Go Virtual

79

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

80

How to Attract and Keep Employees With Jill Christensen

81

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

82

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

83

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

84

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

85

The making of APA

86

David Spray and Brannon

87

Gina Pellegrini and Brannon

88

Brannon Poe and Ryan Lazanis

89

Brad Stevens and Brannon Poe

90

Mitch Baldridge and Brannon

91

What you need to know about Crypto Currency Taxation

92

Data Reports that Accounting Firm Clients Want - Podcast with Justin Hatch

93

Podcast with Rich Stang- Accounting Firm Hiring For Culture

94

Selling a CPA Practice with Jim Alkire (podcast)

95

Your Accounting Firm has a brand with Matt Wilkinson & Maggie Antone (podcast)

96

Gusto Accounting Strategy & Tech with Matt Woodson & Will Lopez (podcast)

97

Niching your CPA firm with Brandon Hall (podcast)

98

Recruiting and Hiring for Accountants with Mark Goldman (podcast)

99

Increasing Capacity with Wayne Findlay - podcast

100

Cash Flow Story with Alan Miltz - podcast

101

Modernizing accounting firms with Daniel Moshe - podcast

102

Gnarly stories about remote working at a cloud-based Accounting Firm with Carrie and Sean Mulrooney - Podcast

103

Fun While Creatively Navigating 2020 with Peter Margaritis - podcast

104

Streamlining Tactics for Tax Season - Podcast with Ed Mendlowitz

105

IC-DISC show Ep010 with David Spray - podcast

106

Cloud Accounting with Xero's Ben Richmond - podcast

107

Generational Differences with Anna Liotta (podcast)

108

Transitioning to the Cloud with Tate Henshaw

109

Making Processes with Blake Oliver - Podcast

110

Buying a CPA Practice and then growing it - with Jason Ding

111

Why CPAs should switch to Value Pricing - with Ron Baker

112

Work-Life Balance - with Amy Vetter

113

Lending insights for Accounting and Tax Professionals - with Shannon Hay

114

Top Three Issues Facing Accounting Firms today - with Rita Keller

115

Building a Cloud-Based Accounting Firm - with Ryan Lazanis

116

Accounting & Blockchain - with Peter Jamack

117

Referral Selling with Joanne Black

118

The Future of Accounting - with Danetha Doe

119

A conversation with the founder of Jetpack Workflow, David Cristello

120

How Good Legal Contracts Impact Your Business

121

Buying a CPA Practice and Growing it

122

Mentorship and Training with Penny Fair

123

Getting Ready for Tax Season with Ed Mendlowitz

124

Accountants Working Together with Allen Sloan

125

Accounting Mastermind Group

126

A Social Media Conversation with Bill Sheridan

127

A Conversation with Jeff Magee on Professional skills

128

An Afternoon with Ric Payne - On Strategy

129

An Afternoon with Ric Payne - Why Principa?

130

An Afternoon with Ric Payne - Fun, Value Creation, Profit

131

An Afternoon with Ric Payne - Increased Specialization

132

An Afternoon with Ric Payne - Making a difference