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Accountant's Flight Plan Accountant's Flight Plan Brannon Poe; Poe Group Advisors InvestTalk InvestTalk Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors Build With AI Build With AI Corey Ganim Real Estate Exam Prep Real Estate Exam Prep Ran Chen, EA, CFP® HOGENT: kwaliteit dus! HOGENT: kwaliteit dus! The Podcast Planet Stay Ready Real Estate Podcast Stay Ready Real Estate Podcast Emeka Ogbonna NZZ Akzent NZZ Akzent NZZ Jim Rohn Motivation Daily Jim Rohn Motivation Daily Jim Rohn ColdFusion ColdFusion Dagogo Harvard Business Review Harvard Business Review HBR NTD Evening News NTD Evening News NTD Evening News FlavorVille Radio – Straight Outta the Kitchen (Premiere Episode) FlavorVille Radio – Straight Outta the Kitchen (Premiere Episode) Brian M Inspired On The Money On The Money interactive investor The PROPERTY DOCTORS, Sydney Australia Novak Properties The PROPERTY DOCTORS, Sydney Australia Novak Properties Mark Novak, Lisa Novak, Billy Drury, Michael Burgio, Cleo Whithear, Stankovic, Stevan Bubalo, Bidhan Shrestha, Thomas Sims, Jonathan Vescio, Harry Lorcas, Josh Wapshott and guests Beckers Bets Beckers Bets Christoph Damm, Jan Beckers Bitcoin & Beyond | Dein Geld neu denken Bitcoin & Beyond | Dein Geld neu denken Philipp Frohn, Lukas Zdrzalek FAST & CURIOUS FAST & CURIOUS Lea-Sophie Cramer, Verena Pausder A Little Bit Richer A Little Bit Richer Legal & General How to Lead with Kate Waterfall Hill How to Lead with Kate Waterfall Hill Kate Waterfall Hill OMR Takeaway OMR Takeaway Podstars by OMR The Real Credit Talk show The Real Credit Talk show Tiana A Mayers Money Tree, le podcast Immobilier & Investissement d'Artae Money Tree, le podcast Immobilier & Investissement d'Artae Julien Calamote The Connected Table Live The Connected Table Live Talk 4 Radio Jack Hopkins Jack Hopkins Jack Hopkins Say Yes To You! Say Yes To You! Kier Adair Bloomberg Daybreak: Asia Edition Bloomberg Daybreak: Asia Edition Bloomberg Evan Carmichael - Believe: Unlocking Your True Potential Evan Carmichael - Believe: Unlocking Your True Potential Evan Carmichael 120 jaar IJsfabriek Strombeek 120 jaar IJsfabriek Strombeek The Podcast Planet Blocktrainer Bitcoin Podcast Blocktrainer Bitcoin Podcast Blocktrainer The Echo Chamber The Echo Chamber Shaun Fitzgerald Trading Nut | Trader Interviews - Forex, Futures, Stocks (Robots & More) Trading Nut | Trader Interviews - Forex, Futures, Stocks (Robots & More) Cam Hawkins Stop Struggling Now - We help Improve your Personal and Business Wealth Mindset Stop Struggling Now - We help Improve your Personal and Business Wealth Mindset Eric Byrd Les Investisseurs 4.0 Les Investisseurs 4.0 Paco Debonnaire We Are Selling with Lee Woodward We Are Selling with Lee Woodward Lee Woodward The Best Business Podcast with Daryl Urbanski The Best Business Podcast with Daryl Urbanski Daryl Urbanski The Productivity Sweet Spot: How Women Master Time, Energy & Focus The Productivity Sweet Spot: How Women Master Time, Energy & Focus Anne Rajoo│Peaceful Productivity® Mentor The Moneywise Guys The Moneywise Guys Wealth Management - Community
Accountant's Flight Plan

Business

Accountant's Flight Plan

Brannon Poe; Poe Group Advisors

Renewals, Referrals, Recent Conversations: Building Pipeline Without Extra Hours

July 01, 2026 7:00pm 17 min

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...

23 Years of Consecutive Growth: How One CPA Built a Firm Worth Merging Up

June 24, 2026 7:00pm 33 min

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...

The Gap Between Financial Success and Fulfillment

June 10, 2026 4:00pm 19 min

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...

Right People, Right Seats: How EOS Helps CPA Firm Owners Build Teams That Scale

June 03, 2026 7:00pm 50 min

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 the...

The Ideal Practice Model: Seven Areas That Transform a CPA Firm

May 27, 2026 7:00pm 29 min

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...

Focus Works Every Time: Brannon Poe and Ian Brennan Close Out the Power of Focus Series

May 13, 2026 7:00pm 17 min

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 i...

What Buyers Are Really Looking For

May 06, 2026 4:00pm 24 min

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...

How Choosing Better Clients Builds More Profitable Accounting Firms

April 22, 2026 7:00pm 1:10

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 t...

How a $1.5M Firm Grew to $7M Organically with Jason Ackerman

April 15, 2026 7:00pm 32 min

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...

How to Get a 4-day Weekend During Tax Season

April 08, 2026 4:00pm 23 min

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...

How Niching Down to Veterinarians Built a 15X Practice

April 01, 2026 4:00pm 16 min

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 c...

Half a Million in Six Months: How to Transform Firm Value

March 25, 2026 7:00pm 21 min

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. The...

What Makes an Accounting Firm Prosper? Key Insights from Helping Hundreds of Firm Owners

March 18, 2026 7:00pm 29 min

Part of the Power of Focus Mini-SeriesWhat 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 fir...

Navigating the Sale of a CPA Practice From A Seller Turned Intermediary

March 11, 2026 7:00pm 19 min

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 fo...

The State of CPA Firm M&A: Private Equity, Timing & the Headline Offer Trap

March 05, 2026 2:00pm 35 min

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 jo...

The Readiness Test: How to Know If You're Ready to Sell Your Firm

February 18, 2026 7:00pm 38 min

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...

AI Won't Replace CPAs. It'll Free Them to Do Work That Actually Matters

January 27, 2026 7:00pm 42 min

The firms winning with AI aren't the ones implementing every tool they can find. They're the ones being strategic about what actually moves the needle.Rachel Ferris learned this firsthand when she built TaxStack AI, not ...

Why Now Is the Perfect Time to Build a Firm That Prioritizes Mentorship with Yuri Kapilovich

January 14, 2026 7:00pm 30 min

In this episode, Yuri (aka "The Fun CPA") explains why now is the perfect time to build the kind of firm where people genuinely want to work. He's spent four years building a following on LinkedIn by saying the things th...

The Retention Advantage: How CPA Firms Win the Talent Game

January 07, 2026 3:00pm 35 min

If your best accountants are walking out the door, it's probably not about the money. In this episode, Tim Schurrer (CEO of David Novak Leadership and author of "The Secret Society of Success") reveals the leadership pri...

When Internal Succession Fails: Why Multi-Partner CPA Firms Are Turning to External Sales

December 21, 2025 8:00pm 43 min

You've spent years developing your next generation of partners, but what happens when they don't want to lead, can't secure financing, or simply aren't the right fit to take over? In this episode, our Ontario Market Lead...

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