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Accountant's Flight Plan Accountant's Flight Plan Brannon Poe; Poe Group Advisors Yoga Teacher Resource Podcast Yoga Teacher Resource Podcast Mado Hesselink Slate Daily Feed Slate Daily Feed Slate Podcasts The Side Hustle Show The Side Hustle Show Nick Loper of Side Hustle Nation | YAP Media Bitcoin And | Bitcoin & Economic News Bitcoin And | Bitcoin & Economic News David Bennett | Bitcoin & Economic News The Law Firm Marketing Minute The Law Firm Marketing Minute Spotlight Marketing + Branding The Pursuit of Manliness The Pursuit of Manliness The Pursuit of Manliness Owned and Operated - A Plumbing, Electrical, and HVAC Business Growth Podcast Owned and Operated - A Plumbing, Electrical, and HVAC Business Growth Podcast John Wilson Shaken Not Burned Shaken Not Burned Felicia Jackson and Giulia Bottaro Clean Power Hour Clean Power Hour Tim Montague, John Weaver Good Morning, HR Good Morning, HR Mike Coffey, SPHR, SHRM-SCP The blocmates Podcast The blocmates Podcast blocmates The Modern Hotelier The Modern Hotelier David Millili & Steve Carran Retirement Power Play with Tim Dyer Retirement Power Play with Tim Dyer Tim Dyer This Mother Means Business | Business Growth Strategy, Sustainable Business Growth & Leadership for Female Business Owners This Mother Means Business | Business Growth Strategy, Sustainable Business Growth & Leadership for Female Business Owners Laura Sinclair | Business Growth Strategist, Entrepreneur Mentor & CEO Coach Speak In Flow Speak In Flow Melinda Lee Business, Bourbon & Cigars Business, Bourbon & Cigars Scott Joseph Inspire + Move Inspire + Move Allison Arruda Faith Ventures Podcast Faith Ventures Podcast Libertarian Christian Institute FitBody Lifestyle FitBody Lifestyle Jami & Greg DeBernard Ranchonomics Ranchonomics John Haskell, Ranch Right LLC The Accounting Leads Now Podcast The Accounting Leads Now Podcast James Donovan The Pexapark Podcast The Pexapark Podcast Pexapark Private Equity Experience Private Equity Experience Ed Barton, Rory Liebhart, and Emily Sander Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World John De Goey (a podcast covering financial literacy, financial advisors & wealth) The Dirty Heifers The Dirty Heifers Margaret Connor Results Driven Results Driven Tiffany and Josh High The High Court Report The High Court Report SCOTUS Oral Arguments Spotcast Spotcast Melanoma Canada Notary Knowledge by Derrick Spruill Notary Knowledge by Derrick Spruill Derrick Spruill Chat GPT Infinite Intelligence Chat GPT Infinite Intelligence Sol Good Network All In with Allie All In with Allie Allie Reeves The Marketing Architects The Marketing Architects Marketing Architects My Veterinary Life My Veterinary Life American Veterinary Medical Association (AVMA) Loner To Leader: Your Path To Power, Passion & Prosperity Loner To Leader: Your Path To Power, Passion & Prosperity Eric Mortimer 雷老闆-董事長聊投資 雷老闆-董事長聊投資 雷老闆|金玉峰證劵投資顧問股份有限公司 FactSet U.S. Daily Market Preview FactSet U.S. Daily Market Preview FactSet
Accountant's Flight Plan

Negocios

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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