Accountant's Flight Plan Podcast

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.

Reduce Staff Turnover Through Cutting-Edge Technology with Dominic Piscopo
Apr 10, 2025 – 29:44
The Future of Accounting Firms: Embracing AI, Advisory and Finding a Balanced Life with Seth Fineberg
Mar 11, 2025 – 52:14
The Benefits and Challenges of Working with Family: A Special Birthday Episode w/ Brannon Poe & Bailey Ball
Feb 17, 2025 – 40:23
Hiring Smarter, Not Harder: How Testing Transforms CPA Firm Recruitment with Giles Pearson
Jan 30, 2025 – 31:27
Using Your Passion to Find Your Niche within the Accounting Industry
Jan 9, 2025 – 21:58
Celebrating 100 Episodes: An Inside Look at Building a Business and Growing a Podcast with Brannon Poe
Dec 13, 2024 – 50:54
Scaling your CPA Practice and Providing Small Business Clients with Value
Nov 18, 2024 – 26:23
What the Influx of Private Equity in the Accounting Industry Means for Your CPA Firm
Oct 23, 2024 – 37:39
What To Consider Before Buying or Selling An Accounting Firm with Intermediary Stephanie Smith
Oct 1, 2024 – 32:48
Break Free from Hourly Billing and Increase Your CPA Firm’s Value with Geraldine Carter
Sep 17, 2024 – 39:05
Finding The Right Fit for Buyer and Seller with Buyer Specialist Carol Poe
Sep 3, 2024 – 26:02
Building a Profitable CPA Firm to Support A Healthy Lifestyle with Josie Parr
Aug 20, 2024 – 20:18
Building A Customer Focused and Profitable Accounting Firm Through Value Billing with Jason Ackerman
Aug 6, 2024 – 41:32
Private Equity Considerations For Selling Your CPA Practice with Intermediary Laurens Ball
Jul 17, 2024 – 24:41
How To Capitalize on Marketing to Grow Your Accounting Firm with Matt Banker - Podcast
Jul 2, 2024 – 27:45
Maximizing Your Accounting Firm's Value with Brannon Poe From Blake Oliver’s From The Accounting Podcast
Jun 19, 2024 – 24:07
Leveraging AI and Reframing Scope Creep in Your CPA Firm with Matt Kanas of Ignition
May 30, 2024 – 37:18
Entrepreneurship In the Virtual Accounting Space with CPA Firm Owner and Xero Ambassador Liz Mason
May 7, 2024 – 39:30
Darryl Boyd on Preparing for an Accounting Firm Sale, Transition, & Client Expectations
Apr 2, 2024 – 47:35
Insights from Catherine Tindall on Specializing Your Accounting Practice and the Future of The Accounting Industry - Podcast
Feb 28, 2024 – 53:32
Prepare your accounting firm for sale with advice from previous seller, Clay Blakley - Podcast
Feb 7, 2024 – 44:35
Navigating Growth, Niching Down, and Other Helpful Lessons for the Accounting Firm Owner
Jan 26, 2024 – 49:29
Unlocking the Magic of Advisory Opportunities for Accountants - Podcast with Geni Whitehouse
Dec 27, 2023 – 44:04
Adopting Tech And Automation Into Your Accounting Practice - Podcast with Jesse Rubenfeld And Tom Zehetner
Nov 15, 2023 – 39:43
Mastering CPA firm acquisitions from a 2 time buyer - Podcast with Andrea MacDonald
Nov 2, 2023 – 38:48
How the Accounting Industry is Evolving and How You Can Join the Change - Podcast with Jason Blumer
Oct 17, 2023 – 55:13
Working Less Than 40 Hours a Week as a CPA Firm Owner is Possible - Podcast with Geraldine Carter
Oct 4, 2023 – 36:08
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
Sep 13, 2023 – 37:16
How to Get Referrals for Clients and Staff in Your Accounting Firm - Podcast with Bill Cates
Sep 5, 2023 – 49:36
Prepare Your CPA Firm For Sale- Audiobook Reading
Aug 28, 2023 – 01:01:48
Hiring a CPA- Podcast with Accountests’ Giles Pearson
Aug 23, 2023 – 39:28
Leadership and Practice Management - Podcast with Randy Crabtree
Aug 9, 2023 – 32:17
Purchasing an Accounting Firm - Experience Share with Ravi Patel
Jul 18, 2023 – 21:08
Accounting Practice Management Insights- Podcast with Roger Knecht
Jun 15, 2023 – 45:48
How to Intentionally Market Your CPA Firm with Jordan Vickery
May 4, 2023 – 27:07
CPA Firm Productivity and Staff Retention - Podcast with Marcey Rader
Mar 29, 2023 – 56:25
Hiring Remote Accounting Staff with Rob Buffington Podcast
Mar 13, 2023 – 18:02
Acquisitions, Marketing and Running a Good Business.
Jan 12, 2023 – 30:33
How to Hire Staff for an Accounting Firm- Topgrading Podcast
Nov 30, 2022 – 35:22
Start-up to 10 Million Dollar Virtual CPA Firm- Podcast with Jody Grunden
Nov 10, 2022 – 46:29
Solutions For Staffing Your CPA Firm with Susan Bryant
Oct 18, 2022 – 37:57
Increasing income without increasing hours in your accounting firm with Loren Fogelman
Oct 5, 2022 – 28:38
Remote teams can help attract the right people to your accounting firm
Sep 27, 2022 – 37:37
Practical advice for scaling your accounting firm with Kenji Kuramoto
Aug 31, 2022 – 47:45
From Traditional to Cloud: How to Transition Your Accounting Firm with Barbara Agerton
Aug 3, 2022 – 29:48
How to make 100% of your revenue hit the bottom line
Jul 15, 2022 – 59:22
(Podcast) Making the Move to the Cloud with Cecilia Gordillo & Natasha Mclaren-Doerr
Jun 9, 2022 – 34:30
How to Scale a Cloud Accounting Firm - $0-$750K in 2.5 years -Podcast with Alex Dawes
Apr 29, 2022 – 22:38
Trends and Advice for Modernizing your Accounting Firm with Bruce Coombes (Podcast)
Feb 9, 2022 – 35:07
How to Modernize Your Accounting Firm to Go Virtual
Feb 2, 2022 – 42:09

Recent Reviews

jberlin2

Excellent CPA Firm Podcast

Great podcast for CPA firm owners and those exploring becoming CPA firm owners. Explores a variety of topics highlighting the superiority of value pricing, niching, being a virtual firm, lowering owner hours for better lifestyle/profitability/sale-ability, employee constraints in the accounting industry, and more.
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.