Brannon Poe; Poe Group Advisors
Accountant's Flight Plan
Welcome to The Accountant's Flight Plan , where we guide you toward building a top-tier CPA firm that you would want to buy. With over 20 years of working with accountants in mergers and acquisitions, Brannon Poe, CPA delves into engaging and vital topics with industry leaders. Unpacking everything from transition planning and accounting practice sales to practice management and firm development, Brannon equips you with the tools you need to build the practice of your dreams. Whether you are navigating firm growth or exploring the nuances of succession planning, join us to learn actionable ins...
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Autor
Brannon Poe; Poe Group Advisors
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Último episódio
2 de jul de 2026
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Episódios
Buying a CPA Practice and Growing it 07.02.2018 33:59
A conversation between Brannon Poe and Drew Keasler about Drew’s purchase of a CPA practice and subsequent growth.
Mentorship and Training with Penny Fair 09.06.2017 25:19
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.
Getting Ready for Tax Season with Ed Mendlowitz 17.11.2015 32:20
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,...
Accountants Working Together with Allen Sloan 21.10.2015 22:03
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.
Marketing for Accountants with Matt Wilkinson of Bizink 17.09.2015 38:35
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.
A Social Media Conversation with Bill Sheridan 10.09.2013 27:41
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...
A Conversation with Jeff Magee on Professional skills 30.07.2013 47:08
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.
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