Accountant's Flight Plan

Brannon recently had an enlightening conversation with Amy Vetter. Listen in on their conversation about work life balance, which helps create a more productive work-force and a more productive you. Amy Veter is a CPA, author, teacher, public speaker and yoga studio owner. In this podcast, Amy gives us insight into the contentment she feels in business and life by living a purposeful, mindful, rel...

Shannon is the Vice President of lending for accounting and tax professionals at Live Oak Bank. He can provide loans in all 50 states of the US. He was recruited to launch the accounting and tax vertical in 2017 after successfully launching a similar program at another top 25 SBA lender. Shannon has over two decades of banking experience and has worked in a number of small business initiatives. He...

Rita is a nationally known CPA firm management consultant, speaker and author. She has been repeatedly named to Accounting Today’s list of Top 100 Most Influential People in Accounting. CPA Practice Advisor has also named Keller one of The Most Powerful Women in Accounting . Keller confers with some of the most respected consultants to the CPA profession. These relationships allow her to maintain...

Ryan shares on this podcast how he started his completely cloud-based firm and how there was originally a good deal of push back from other CPAs. He had a revolutionary vision to create not just good client service, but to create an incredible client experience. He also wanted a fun workplace for himself and his workforce that allowed for flexibility and required less of the aspects of the account...

Blockchain Technology has the potential to make a big impact in the financial industry. Find out the major concepts behind how it works and get a better understanding of it's possible uses.

Brannon recently sat down with Joanne Black, America’s leading authority on referral selling. A captivating speaker and innovative seminar leader, Joanne is changing the definition of rainmaker. Referral selling generates revenue faster than any other business development method, while decreasing costs, eliminating the competition, and gaining new clients more than 50% of the time.

Danetha Doe is the creator of Money & Mimosas and host of the Future of Accounting podcast. Named a millennial thought leader by the Hong Kong Institute of CPA's and a next-generation accountant by Quickbooks, Danetha’s blog and podcast reaches thousands of millennials and accountants eager for advice on how to create financial independence.

Learn how David decided to focus on workflow, a particular pain point for most accounting owners.

Chris Sloan's philosophy on law is very much aligned with Poe Group Advisors' experience in helping clients with the purchase and sale of CPA firms. Learn how a concise contract can save you time, money and frustration on both sides of the agreement without sacrificing legal protection.

A conversation between Brannon Poe and Drew Keasler about Drew’s purchase of a CPA practice and subsequent growth.

Penny Fair co-founded Ashgrove Learning to help accountants in public practice in Canada with practice management and professional development. She and Brannon discuss a wide range of topics including the value of mentorship, quality control, and staff training.

Listen in and you’ll hear some great tips for developing smoother and more profitable tax seasons. You can tell by listening to Ed that he has a wealth of knowledge and experience at making tax season not only more profitable, but more fun as well. Regardless of how many tax seasons you’ve been in practice, there is something in this recording for everyone. For most owners of accounting practices,...

Allen started his practice in the basement of his family home with only a handful of clients and has grown it into a multi-partner office with about 30,000 square feet of office space. Sloan group has created an interesting business model for entrepreneurial accountants to work together. It all started when they ended up renting an office that was a lot bigger than they needed at the time.

Believe it or not, there is actually a company that focuses exclusively on building websites for accountants. Listen to our exciting conversation with Matt Wilkinson, founder and CEO of Bizink.  Matt has some amazing insights on marketing for accountants and has helped many firms become incredible online.

I recently reached out to Bill Sheridan to talk about social media for accountants. Bill is the creator and co-author of one of the “top accounting blogs” in the United States- CPA Success .  Bill speaks regularly to accountants on the strategic uses of social media and the future of communication in his role as chief communications officer of the Maryland Association of CPA’s.  All of Bill’s soci...

Jeff is one of today’s leading “Leadership & Marketing Strategists.”   He is the Author of more than 20 books, four best sellers, Publisher of PERFORMANCE/P360 Magazine , Co-Host of the national business entrepreneur program on Catalyst Business Radio, and Human Capital Developer for more than twenty years with Jeff Magee.  Listen in our lively conversation.