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

On this episode, I chat with Jason Blumer, one of the Top 100 Most Influential People in Accounting

If you are ready to learn the mindset shift needed to start thinking about scaling challenges creati

Are you a firm owner who is considering selling your practice?  Or are you a potential buyer that’s

Bill Cates, expert in acquiring new clients through referral, joins me to chat about building habits

This book has actionable practice management advice for all firm owners whether you are a CPA, EA, b

On this episode of Accountant’s Flight Plan, We interviewed Giles Pearson, former partner of PWC &am

Randy Crabtree, former general tax practice owner, and current specialty tax prep firm owner, discus

How Ravi Patel purchased his accounting firm through Poe Group Advisors.

This was a great meeting of minds on practice management! We had Roger Knecht on the podcast discuss

In this podcast, Jordan (of Troika) and I dive into what it means to be intentional about marketing

 We recently had productivity expert, Marcey Rader, on the Accountant’s Flight Plan Podcast to chat

 Rob owns Guardian Financial and Gordian Staffing which places remote staff in Mexico who are fluent

In this episode we dove into: How marketing and branding impact your practice Staffing and retention

Susan Bryant, recognized as one of the Top 50 Women in Accounting (Ignition 2021) and firm owner of

You know it's time to go up on fees when you hit a growth plateau. If you are capped out on tim

 Alex  Loewenstein heads up talent acquisition for CPAs at Paro. Paro places fractional 1099 account

Kenji and I had an awesome conversation I’m excited to share with you guys. I really wanted to get i

Learn tips and tricks for converting your rural accounting firm to the cloud.