Accountant's Flight Plan

Katie Thomas helped one young accounting firm grow from about $150,000 a year to a seven-figure practice. The firm didn’t chase individual clients one by one. It went to the business coach who already served its niche. Katie is a CPA and the CEO and founder of Leaders Online, a marketing firm that helps accounting firms increase their impact, influence, and income. She works with CPA firm owners t...

Ryan Ross is not a CPA, and he does not plan to become one. In 2025, he bought Quality Back Office through Poe Group Advisors, combined it with his own firm, and found that the software he needed didn’t exist, so he built it. In this episode of The Accountant's Flight Plan, Brannon Poe and Ryan explore how an entrepreneurial buyer scales an accounting firm through acquisition and why honesty...

Business owners are no longer only searching Google for an accountant. They are asking ChatGPT, Claude, and Perplexity who to hire, then uploading proposals, websites, and LinkedIn profiles and asking the AI whether a firm is the right fit. Ross Simmonds, founder and CEO of the B2B content marketing agency Foundation and founder of Distribution.ai, joins Brannon Poe to explain what this shift mean...

Many CPA firm owners wait until they're ready to retire to ask who can replace them. Susan Stutzel, CPA, business performance coach, and co-owner of Partners Coach Inc., believes that question should start the day a new hire walks in the door. In this episode of The Accountant's Flight Plan, Brannon Poe and Susan explore how developing leadership and professional skills at every level bu...

One CPA firm owner received 11 offers and chose the buyer he liked best. That buyer paid above asking price even after learning the firm's cash flow was lower than reported. Outcomes like that happen when sellers have leverage. In this episode of The Accountant's Flight Plan, Brannon Poe and Morry Brown, Poe Group Advisors' Regional Market Leader for California, look at what matters...

Ed Rivera is a director with BDO Alliance USA, a network of 255 CPA firms and 180 Business Resource Network firms across the country. As an accounting firm owner or practice leader, the question Ed hears most is whether ownership structure determines success. His answer: it does not. Across the public accounting firms he works with, what separates growing practices from stalled ones is leadership...

Brannon Poe and Bailey Ball, Chief Growth Officer at Poe Group Advisors, sit down to talk through the questions coming up most often on sales calls with accounting firm owners right now. Bailey brings a recent listing to life: a CPA firm with a large individual tax practice went to market with updated cash flow numbers, drew a wave of private equity interest, and saw its valuation move from the or...

Private equity has pushed CPA firm valuations higher than anyone expected, and Brannon Poe says the accounting profession still has significant runway left. In this solo episode, Brannon steps away from the usual guest format to share a market update: where private equity stands in accounting M&A, how AI is reshaping which practices are in demand, and what firm owners should understand about v...

Rebekah Brown Olson didn't plan to lead a state CPA society. A single leadership assessment during a firm training session reframed how she saw her own strengths, and thirteen years later she's the CEO of the Maryland Association of CPAs, connecting firm leaders across the profession every day. In this conversation, Brannon Poe talks with Rebekah about what's really driving change i...

Kristen McGarr has spent over 20 years helping businesses implement CRM systems that actually work. Her core belief is that the future of CRM isn't about more technology, it's about more humanity. For CPA firm owners who have tried a CRM, abandoned it, or never started one at all, that perspective changes the conversation entirely. Kristen is the founder of Adroit Insights and CRM Growth...

Frank Longobardi started a five-person CPA firm in Hartford, Connecticut on November 1st, 1984, with a first-year revenue goal of $300,000. For the next 23 consecutive years, the firm grew both top and bottom line, every single year. By the time he and his partner decided to merge up, they had built a $14.5 million firm with over 100 people and ten partners. In this conversation, Frank walks throu...

Brian Gray made partner at a top 100 CPA firm, built a career advising billionaires and high-net-worth families on complex tax strategies, and then realized that none of it had made him any happier. Brian is a tax partner, award-winning CPA, frequent speaker at the USC Tax Institute, and the author of Suck Less, Laugh More . He has had a front-row seat to some of the world's most successful e...

Meghan Hickman has spent over three years as our EOS implementer at Poe Group Advisors, and this conversation is one we have been looking forward to sharing. Meghan works with entrepreneurial leadership teams to help them build structure, create accountability, and scale with intention. She has helped over 40 organizations do exactly that, including ours. The conversation covers: How a career in p...

Joe Woodard has trained over 150,000 accounting professionals and spent his career studying what separates firms that grow from firms that stay stuck. His answer? It almost always starts with pricing. In this conversation, Joe walks through the Woodard Ideal Practice Model, which focuses on seven key areas of operational excellence: brand, services, clients, technology, process, engagements, and t...

Seven episodes. Dozens of real-world examples. One recurring answer. Brannon Poe and Ian Brennan sit down one more time to close out the Power of Focus series. Throughout this series, the pattern that emerges is hard to ignore: the firms that get results are the ones that get intentional about where they put their energy. This episode is for accounting firm owners who have listened to the series a...

A niche accounting firm with 45% cash flow and 1,500 owner hours sold for 5.6 million dollars on 2.6 million in revenue. That is the kind of result possible when a CPA firm owner gets intentional about the factors buyers care about most. In this episode, Brannon Poe sits down with Laurens Ball, a highly accomplished intermediary at Poe Group Advisors, to break down what really drives practice valu...

Ric Payne has been thinking about how accountants build better practices for decades. If you have been in the industry for a while, you likely know about Ric Payne.  He co-founded Results Accounting Systems in 1992, ran the Accountants Boot Camp across multiple continents, and worked with thousands of firms around the world.  His conclusion? High-performing firms are selective about who they work...

Jason Ackerman, Co-Managing Partner at BNA Advisors, helped grow the firm from a $1.5 million firm to over $7 million organically, without acquiring a single practice. He joined his father's firm in 2012, scaled the team from 14 to 35 people, and built systems that allow the firm to handle more than 2,000 individual tax returns per year. His approach combines practical technology adoption, in...

Chip Summers worked 2,900 hours a year for over 25 years. Every Saturday. Some Sundays. Always behind. Then he made a series of decisions that transformed his firm. He raised prices across the board. He moved on from high-maintenance, low-return clients. He gave up control and let his staff handle work from start to finish. He invested in technology that made everyone more efficient. And in Decemb...

Greg Toner kept only his best clients, raised prices, picked one niche, and grew his practice 15X. While many CPAs accept any business that comes their way, Greg found success by being highly selective. He looked at his client list, identified the bottom 10% who weren't getting value from his work, and let them go. Then he raised fees on the clients who remained. His team didn't complain...

Bill and Chris Murphy increased their firm's value by half a million dollars in six months. They weren't desperate to sell, just ready to work reasonable hours with clients they liked. So they did something about it. They fired almost all their individual tax clients and more than doubled their fees. The result? They gained revenue and clients happily paid for the valuable work they prov...

Part of the Power of Focus Mini-Series What really separates great accounting firms from the rest? That question is what led Brannon Poe and Ian Brennan to put together this mini-series. And after years of working with firm owners across the country, lifting up the hood on hundreds of practices, the answer kept coming back to the same thing: focus. Welcome to the Power of Focus, a mini-series prod...

Barbara Agerton flunked retirement. After selling her California CPA practice, she thought she'd ride off into the sunset with her husband. Instead, she got bored, picked up the phone, and asked if she could come work for the company that sold her firm. Now she's an intermediary at Poe Group Advisors, which means she gets to help other firm owners navigate the exact journey she just comp...

Private equity is flooding into accounting, but taking an offer because of the flashy number on the table isn’t always the best decision. In this crossover episode with the Inside Public Accounting Podcast, Brannon Poe joins host Rob Brown to break down what’s really happening in CPA firm M&A right now. After attending a private equity conference at Harvard Business School, Brannon shares why...

Selling your accounting firm is a major life transition and that often comes with an emotional tax that proper strategy can mitigate. Lisa Handziak, who covers much of the Northeast and Midwest for Poe Group Advisors, has guided owners through successful exits. She's learned that the sellers who thrive during this transition aren't the ones who avoid emotions; they're the ones who u...