Brannon Poe; Poe Group Advisors
144 episodes listed below
Build the firm before the exit.
Accountant's Flight Plan is a business podcast for CPA firm owners thinking beyond daily deadlines. Its conversations center on building a more valuable practice, preparing for transition, and making calmer decisions about people, clients, technology, and eventual sale.
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Accountant's Flight Plan looks at CPA firm management from the seat of an owner who has real decisions to make. The show is not narrowly about deal mechanics, even though mergers and acquisitions are always nearby. It is just as interested in the conditions that make a firm healthier before any transaction appears. Focus comes up often. In recent episodes, that means pruning the client base, creating capacity, noticing frustration as an alarm bell, and resisting the fear that a narrower practice means a smaller future. The show also spends time on the sale process itself. Those conversations treat selling a CPA practice as a major life event, not just a valuation exercise. Guests describe the emotional strain of letting go, the importance of the right buyer, and the practical work of client notifications, staff introductions, and transition support. There is a clear owner-to-owner quality to the best moments. A seller turned intermediary can speak about retirement, boredom, and what it feels like when the new owner hardly needs help. A regional market leader can reframe confidentiality around a sale as stability rather than secrecy. The show also follows the profession's wider pressures. Episodes cover AI tools built around sourced tax research, offshore staffing strategies, retention, leadership, personal branding, and the role of reputation in attracting people. The accounting context stays concrete. Capacity, profitability, culture, buyer readiness, and client fit are treated as connected parts of the same practice. The pace is conversational, with enough repetition and story to make technical topics feel accessible. Its strongest use case is helping CPA firm owners think earlier and more deliberately. Waiting for a crisis is presented as the expensive option. A better firm, in this show's worldview, is shaped through focus, cleaner operations, clearer leadership, and decisions made before exhaustion makes them unavoidable.
Made for: CPA firm owners and practice leaders who are weighing growth, succession, staffing, sale readiness, or operational cleanup. It also suits accounting professionals curious about how firm value is created in everyday management decisions.
What sets it apart: The show connects CPA firm M&A with the human mechanics of running a better practice: focus, staff trust, buyer fit, owner emotion, and capacity. Its strength is the seller-side perspective, grounded in real transition stories and firm-management tradeoffs.
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...
Short reviews from the PlayNext desk, based on the episodes we processed.
A plainspoken case for pruning before pressure forces the issue.
This episode makes a practical case for growth by subtraction. It keeps coming back to a simple point: owners need to know where they add value, choose clients and staff with care, and let go of work that no longer fits.
A candid look at how guilt, timing, and staff anxiety can shape an accounting-firm sale.
Selling an accounting firm is framed as a test of judgment under emotional pressure, with Brandon Poe and Lisa Hanziak centering the human cost of keeping a possible sale quiet.
Accounting firm growth, with the human factors included.
Bookkeeping firms, built with clearer systems.
Accounting tech, firm growth, practical change.
Greg Toner, founder of Vet CPA Professional Corporation, describes growing an accounting practice from a small acquired firm to roughly 15 times its original revenue.
Ian Brennan interviews Brandon Poe on The Accountant's Flight Plan about why focus separates stronger accounting firms from weaker ones, with the 80-20 Principle as the frame.
Brandon Poe and Rob Brown examine private-equity interest in CPA firms, including recurring revenue, fragmented ownership, technology gaps, and the potential value created through scale.
Brandon Poe interviews Lisa Hanziak, a regional market leader covering states from Rhode Island through Illinois, about emotional readiness for selling an accounting firm.
Rachel Ferris, a CPA and founder of TaxStack AI, explains how unsupported ChatGPT answers led her to build a source-linked United States tax research platform.
Host Brannon Poe interviews Tim Schur about redefining success and leadership in the context of building a top-tier accounting firm.
Brannon Poe discusses with Nick Sinclair strategies for building a top-tier CPA firm, focusing on training, culture, and outsourcing to improve capacity and profitability.
Host Brannon Poe interviews Rob Brown about building reputation and brand in the accounting industry.
Host Brannon Poe interviews Dominic Piscopo about his crowdsourced salary database for accounting professionals and how it helps firms with compensation benchmarking.
Host Brannon Poe interviews Stephanie Smith, a long-time team member, about her journey from banking to joining Poe Group Advisors.
Host Brannon Poe interviews CPA Jason Ackerman about his firm and discusses accounting practice management and mergers.
Host Brannon Poe interviews team member Laurence Ball about her background in business development and her role in guiding sellers and buyers through accounting practice transitions.
Brandon Poe interviews Matt Banker about marketing strategies for accounting firms to attract clients and staff.
This episode features Matt Kanas of Ignition discussing how AI can help CPA firms manage scope creep and improve efficiency through automation in proposals, billing, and workflows.
Host Brannon Poe interviews CPA Clay Blakely about his journey of buying, growing, and selling an accounting firm.