Accountant's Flight Plan

Welcome to The Accountant's Flight Plan, where we guide you toward building a top-tier CPA firm that

Episodes

Total: 100

Reaching 100 episodes is no small feat, and The Accountant's Flight Plan Podcast has officially

What role can accountants play as partners for small business owners, and how can they navigate the

Why has there been such an increase in private equity buyers acquiring accounting firms and what doe

What do you need to know before selling your life’s work or buying someone else’s? Learn from Stepha

Is tracking your hours decreasing your productivity and profitability? According to Geraldine Carter

Learn why buying a CPA firm “isn’t like buying a house” with buyer specialist Carol Poe. For the aqu

How do you strike out on your own as a solo or small firm CPA? Learn from Josie Parr’s experience do

How can you grow your firm into the most efficient and customer-focused business that it can be? Jas

Hear first-hand experiences on dealmaking from broker, Laurens Ball, on considerations for private e

How can accountants leverage the power of marketing to grow their businesses? Brannon and Matt Banke

Brannon was a guest on Blake Oliver’s The Accounting Podcast–a very special episode that we are shar

How can you most effectively price and package your offerings to optimize staff retention and client

CPA firm owner, entrepreneur and Xero ambassador Liz Mason, shared insights from starting her own vi

Since joining Poe Group as a Regional Market Leader, Darryl has been an integral part of the team. L

Join me in a conversation about the world of specialization with Catherine Tindall, founder of Domin

Contemplating the sale of your practice or firm?  Seasoned entrepreneur, Clay Blakely candidly share

Ready to grow your accounting firm?  Let’s listen to the wisdom shared by a seasoned entrepreneur, M

In this episode, I interview Geni Whitehouse, CPA, co-founder of Solve Services, and a Level 5 Advis

It’s time we talk tech. In this episode, I interview Jesse Rubenfeld, Founder and CEO of FinOptimal,

We were thrilled to have Andrea MacDonald, the founder and CEO of Pro Tax & Accounting LLC, on t