Accountant's Flight Plan

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  Improving time management and profits 

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. 

 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!  

 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.  

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 )  

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. 

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 strategies. 

 Alex  Loewenstein heads up talent acquisition for CPAs at Paro. Paro places fractional 1099 accounting professionals in firms. 

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. 

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

Lessons from Millions in accounting firm sales

Creating a virtual firm

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

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 data collection is one of the biggest hindrances t...

The tech stacks and tools accountants are using to virtualize their firms, and the benefits of converting. 

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.”

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 and retaining employees. Jill is a former Fortune 50...

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 dish at a time, and you can only convert one...

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 some commonalities in our coaching experience. I...

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 how if you don’t adjust you’ll be left behind. A...

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 formulate a growth plan for your business over the nex...

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 execution of the workshop. This workshop wouldn’t exis...

David and I have been friends for years, and when we last spoke I could see him light up as he talked about this new venture he’d been thinking about in the podcasting world. I could tell he was excited and it shows. His new and now-running venture is Your Podcast. Team. “[Podcasting] It’s the rarest  form of online content.”  David noticed there were some barriers to entry in the podcasting scene...