Accountant's Flight Plan

If you’ve listened to this podcast for any amount of time you’ll know we usually focus on business fundamentals over tech, but Gusto was an exception to the rule. At Poe Group Advisors, we switched to Gusto for our payroll this summer and it’s incredibly easy to use. I haven’t been this excited about a software in a long time. It’s one of those companies where after you integrate it you sit there...

It’s no coincidence that niche rhymes with rich. Brandon Hall is the CEO of the Real Estate CPA. His company provides advisory, accounting and tax services to real estate investors. Brandon is also a CPA and a national speaker. Listen in about how he built his fast-growing, highly focused CPA firm, and his unique insights into the world of accounting and real estate. If you have been thinking abou...

Recruiting and retaining accounting talent is one of the most challenging and impactful responsibilities for CPA practice owners, so you don’t want to miss this one. Mark Goldman is the founder of MGR Accounting Recruiters in San Antonio, Texas. He has over 20 years of accounting experience and has served on the board of directors for the Texas Society of CPAs, the San Antonio Chapter of TSCPA, an...

Wayne is the founder of both The Back Room , and Findlay & Co Chartered Accountants in New Zealand. Wayne transformed (and sold) his local accounting firm to go on to build a global business for Accountants by creating incredible processes and cutting-edge methods to increasing capacity. This is one you don’t want to miss!

We have a very special guest on our podcast today. Alan Miltz is a co-author of the global best-selling book – Scaling Up by Verne Harnish. Alan is a renowned author and speaker who is dedicated to helping companies scale up their profits. His techniques and Optimist software have become a global standard and are used by 500 Global Banks and 30,000 businesses! The common theme in Alan’s business i...

Daniel Moshe is a successful entrepreneur and renowned speaker. Daniel founded Tech Guru out of his dorm room during his freshman year of college! Fast-forward to today, and Tech Guru has grown into a successful nationwide firm specializing in IT services ONLY for accounting firms. They are currently in “growth mode” with the increased need for remote systems.

Carrie and Sean have some great insights to the process of owning, hiring, training, and working remotely in a virtual world that may be new to many. They were the owners of Gnarlybooks.ca and managed a team of 14 remotely throughout Canada. They operated a full-service cloud-based bookkeeping and accounting firm with the fundamental concept of ‘Helping More’. With this belief, all decisions, oper...

Please join us for an enlightening and light-hearted podcast with Peter Margaritis. Peter is also known as “The Accidental Accountant.” He is a CPA, author, podcast host, world renowned speaker and “Chief EDUtainment Officer.” Listen in to learn how you can incorporate improv with your business. It is especially useful when you need to get the creative ideas from your team out on the table AND tig...

This podcast is definitely worth your time especially now as tax season is ramping up! Ed gives some great advice for streamlining and saving time during tax season. We recorded this podcast with Ed Mendlowitz in January of this year. This podcast episode was full of so many great tax season tips, we decided to share again. It will help you get ready for any tax season! Ed brings a ton of experien...

Brannon recently had the pleasure of being a guest on David Spray’s IC-DISC show podcast. Listen in for a candid recap about ideal clients, accounting practice values, financing of accounting practices, and the biggest misconceptions about buying and selling accounting practices.

Did you know that currently in the U.S., only about 10% of firms are cloud-based; whereas in Australia and New Zealand the rate is around 50%? Also, did you know that cloud firms typically sell for much higher multiples than traditional firms? Why is that? Listen in on Brannon’s conversation with Ben Richmond, who is the Vice President of Business Growth for the accounting software company Xero to...

This week, Brannon sat down with Anna Liotta for a podcast you DO NOT want to miss! This isn’t your typical accounting podcast, as they discuss generational differences in the workplace and the importance of understanding them to run a successful company. No wonder Fortune 500 companies keep bringing Anna back to talk about generational codes and the large impact they make on a business’ success!

If you are thinking about modernizing your firm, you don’t want to miss this podcast. Brannon recently sat down with Tate Henshaw to discuss the ins and outs of transitioning a traditional firm over to a cloud-based firm. Tate led the charge transitioning Polay+Clark from server to cloud, which led to his current position at Xero as a local ambassador in the Atlanta area, sharing insights from his...

Blake Oliver is our latest guest to sit down for a conversation with Brannon. Blake is an entrepreneur, accountant, writer and speaker who specializes in cloud accounting technology. He is the Director of Product Marketing for FloQast. In 2016 and 2017, he was named a “40 Under 40” in the accounting profession by CPA Practice Advisor. I had the pleasure of meeting Blake and David at a CalCPA event...

Jason Ding is our latest guest to sit down for a conversation with Brannon. Jason is a young practice owner who purchased his CPA firm in the Vancouver, BC area through Poe Group Advisors in 2018. Jason is the proud owner of Jason Ding, CPA Inc., which provides accounting, tax and consulting services. What’s really interesting about his story is just how he’s grown his CPA firm since purchasing. H...

Many of you we presume are already familiar with Ron Baker because he truly is a trailblazer in the accounting industry. If this if your first time hearing Ron speak, then you are in a for a real treat! Ron is essentially the father of “value-pricing” in the accounting world. We could not be more excited to share his and Brannon’s conversation with you. In 1989 he first began switching from chargi...

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.