Τα καλύτερα Brannon Poe podcast (2024)

1
What the Influx of Private Equity in the Accounting Industry Means for Your CPA Firm 37:39

7d ago37:39

37:39

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.…

1
What To Consider Before Buying or Selling An Accounting Firm with Intermediary Stephanie Smith 32:48

29d ago32:48

32:48

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, y…

1
Break Free from Hourly Billing and Increase Your CPA Firm’s Value with Geraldine Carter 39:05

1M ago39:05

39:05

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…

1
Finding The Right Fit for Buyer and Seller with Buyer Specialist Carol Poe 26:02

2M ago26:02

26:02

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…

1
Building a Profitable CPA Firm to Support A Healthy Lifestyle with Josie Parr 20:18

2M ago20:18

20:18

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 …

1
Building A Customer Focused and Profitable Accounting Firm Through Value Billing with Jason Ackerman 41:32

3M ago41:32

41:32

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.…

1
Private Equity Considerations For Selling Your CPA Practice with Intermediary Laurens Ball 24:41

4M ago24:41

24:41

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 in…

1
How To Capitalize on Marketing to Grow Your Accounting Firm with Matt Banker - Podcast 27:45

4M ago27:45

27:45

How can accountants leverage the power of marketing to grow their businesses? Brannon and Matt Banker of Marketing for Accounting Firms explore the key concepts to building a strong brand in the accounting space. If the prospect of expanding your marketing strategy has you stumped–this episode is for you!…

1
Maximizing Your Accounting Firm's Value with Brannon Poe From Blake Oliver’s From The Accounting Podcast 24:07

4M ago24:07

24:07

Brannon was a guest on Blake Oliver’s The Accounting Podcast–a very special episode that we are sharing with you now. Blake interviewed Brannon on the key factors that go into assessing the valuation of a CPA firm, the differences between valuation on virtual firms and why cashflow to owner is key.Από τον Brannon Poe/Blake Oliver

1
Leveraging AI and Reframing Scope Creep in Your CPA Firm with Matt Kanas of Ignition 37:18

5M ago37:18

37:18

How can you most effectively price and package your offerings to optimize staff retention and client satisfaction? Matt Kanas, Managing Director at Ignition has dubbed 2024 the year of change in the accounting industry. We discussed what this change looks like and what the implications of it are for CPA firm owners. With his unique perspective serv…

1
Entrepreneurship In the Virtual Accounting Space with CPA Firm Owner and Xero Ambassador Liz Mason 39:30

6M ago39:30

39:30

CPA firm owner, entrepreneur and Xero ambassador Liz Mason, shared insights from starting her own virtual firm, High Rock Accounting, and using cloud-based accounting tools to find and successfully serve your niche. Her passion for entrepreneurship is contagious and makes this a conversation you don’t want to miss!…

1
Darryl Boyd on Preparing for an Accounting Firm Sale, Transition, & Client Expectations 47:35

7M ago47:35

47:35

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.…

1
Insights from Catherine Tindall on Specializing Your Accounting Practice and the Future of The Accounting Industry - Podcast 53:32

8M ago53:32

53:32

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 fo…

1
Prepare your accounting firm for sale with advice from previous seller, Clay Blakley - Podcast 44:35

9M ago44:35

44:35

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…

1
Navigating Growth, Niching Down, and Other Helpful Lessons for the Accounting Firm Owner 49:29

9M ago49:29

49:29

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. M…

1
Unlocking the Magic of Advisory Opportunities for Accountants - Podcast with Geni Whitehouse 44:04

10M ago44:04

44:04

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 e…

1
Adopting Tech And Automation Into Your Accounting Practice - Podcast with Jesse Rubenfeld And Tom Zehetner 39:43

12M ago39:43

39:43

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.Από τον Brannon Poe / FinOptimal

1
Mastering CPA firm acquisitions from a 2 time buyer - Podcast with Andrea MacDonald 38:48

12M ago38:48

38:48

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.Από τον Brannon Poe / Andrea MacDonald

1
How the Accounting Industry is Evolving and How You Can Join the Change - Podcast with Jason Blumer 55:13

1y ago55:13

55:13

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 fi…

1
Working Less Than 40 Hours a Week as a CPA Firm Owner is Possible - Podcast with Geraldine Carter 36:08

1y ago36:08

36:08

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.…

1
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 37:16

1y ago37:16

37:16

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 r…

1
How to Get Referrals for Clients and Staff in Your Accounting Firm - Podcast with Bill Cates 49:36

1y ago49:36

49:36

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 pers…

1
Prepare Your CPA Firm For Sale- Audiobook Reading 1:01:48

1y ago1:01:48

1:01:48

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.Από τον Brannon Poe

1
Hiring a CPA- Podcast with Accountests’ Giles Pearson 39:28

1y ago39:28

39:28

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.Από τον Brannon Poe/Giles Pearson

1
Leadership and Practice Management - Podcast with Randy Crabtree 32:17

1y ago32:17

32:17

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.…

1
Purchasing an Accounting Firm - Experience Share with Ravi Patel 21:08

1+ y ago21:08

21:08

How Ravi Patel purchased his accounting firm through Poe Group Advisors.Από τον Brannon Poe/ Ravi Patel

1
Accounting Practice Management Insights- Podcast with Roger Knecht 45:48

1+ y ago45:48

45:48

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 I…

1
How to Intentionally Market Your CPA Firm with Jordan Vickery 27:07

1+ y ago27:07

27:07

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.Από τον Brannon Poe/ Jordan Vickery

1
CPA Firm Productivity and Staff Retention - Podcast with Marcey Rader 56:25

1+ y ago56:25

56:25

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!Από τον Brannon Poe/ Marcey Rader

1
Hiring Remote Accounting Staff with Rob Buffington Podcast 18:02

1+ y ago18:02

18:02

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.Από τον Brannon Poe/ Rob Buffington

1
Acquisitions, Marketing and Running a Good Business. 30:33

2y ago30:33

30:33

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)Από τον Brannon Poe/ Jessica Munday

1
How to Hire Staff for an Accounting Firm- Topgrading Podcast 35:22

2y ago35:22

35:22

Από τον Brannon Poe/ Chris Mursau

1
Start-up to 10 Million Dollar Virtual CPA Firm- Podcast with Jody Grunden 46:29

2y ago46:29

46:29

Από τον Brannon Poe/ Jody Grunden

1
Solutions For Staffing Your CPA Firm with Susan Bryant 37:57

2y ago37:57

37:57

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.Από τον Brannon Poe/ Susan Bryant

1
Increasing income without increasing hours in your accounting firm with Loren Fogelman 28:38

2y ago28:38

28:38

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 stra…

1
Remote teams can help attract the right people to your accounting firm 37:37

2y ago37:37

37:37

Alex Loewenstein heads up talent acquisition for CPAs at Paro. Paro places fractional 1099 accounting professionals in firms.Από τον Brannon Poe/ Alex Loewenstein

1
Practical advice for scaling your accounting firm with Kenji Kuramoto 47:45

2y ago47:45

47:45

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.Από τον Brannon Poe/ Kenji Kuramoto

1
From Traditional to Cloud: How to Transition Your Accounting Firm with Barbara Agerton 29:48

2y ago29:48

29:48

Learn tips and tricks for converting your rural accounting firm to the cloud.Από τον Brannon Poe/ Barbara Agerton

1
How to make 100% of your revenue hit the bottom line 59:22

2+ y ago59:22

59:22

Lessons from Millions in accounting firm salesΑπό τον Brannon Poe/Ian Brennan

1
(Podcast) Making the Move to the Cloud with Cecilia Gordillo & Natasha Mclaren-Doerr 34:30

2+ y ago34:30

34:30

Creating a virtual firmΑπό τον Brannon Poe/ Cecilia Gordillo & Natasha Mclaren-Doerr

1
How to Scale a Cloud Accounting Firm - $0-$750K in 2.5 years -Podcast with Alex Dawes 22:38

2+ y ago22:38

22:38

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

1
Trends and Advice for Modernizing your Accounting Firm with Bruce Coombes (Podcast) 35:07

2+ y ago35:07

35:07

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 …

1
How to Modernize Your Accounting Firm to Go Virtual 42:09

2+ y ago42:09

42:09

The tech stacks and tools accountants are using to virtualize their firms, and the benefits of converting.Από τον Brannon Poe/ Carla Caldwell

1
How Mario Pizzamiglio, CPA cut his client list, increased his revenue, and reduced his hours.( Podcast) 22:30

3y ago22:30

22:30

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.”Από τον Brannon Poe/ Mario Pizzamiglio

1
How to Attract and Keep Employees With Jill Christensen 44:37

3y ago44:37

44:37

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 an…

1
Automating your Accounting firm with Jetpack Workflow’s CEO, David Cristello (Podcast) 54:03

3y ago54:03

54:03

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 d…

1
Why You Need to Leave Billable Hours Behind with Geraldine Carter | Accountant’s Flight Plan Podcast 43:18

3y ago43:18

43:18

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…

1
Accountants are Going into the Future Kicking and Screaming with Liz Farr 49:33

3y ago49:33

49:33

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…

1
The Financial Insights Owners Need but Aren’t Getting | Spencer Sheinin | Ep. 43 38:33

3y ago38:33

38:33

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 form…

1
The making of APA 17:45

3y ago17:45

17:45

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 execut…

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