Accountant's Flight Plan Podcast

Entrepreneurship In the Virtual Accounting Space with CPA Firm Owner and Xero Ambassador Liz Mason - Podcast

CPA firm owner, entrepreneur and Xero ambassador Liz Mason, shared insights from starting her own virtual firm, High Rock Accounting, and using cloud-based accounting tools to find and successfully serve your niche. Her passion for entrepreneurship is contagious and makes...

Darryl Boyd on Preparing for an Accounting Firm Sale, Transition, & Client Expectations

Since joining Poe Group as a Regional Market Leader, Darryl has been an integral part of the team. Listen in on our conversation discussing the ins and outs of guiding buyers and sellers through the transition process. Discover what makes...

Insights from Catherine Tindall on Specializing Your Accounting Practice and the Future of The Accounting Industry - Podcast

Join me in a conversation about the world of specialization with Catherine Tindall, founder of Dominion Enterprise Services. Catherine’s area of expertise lies within her ability to craft precise credit and income tax planning strategies, particularly focused on the...

Prepare your accounting firm for sale with advice from previous seller, Clay Blakley - Podcast

Contemplating the sale of your practice or firm? Seasoned entrepreneur, Clay Blakely candidly shares how he grew his CPA practice and why he and his wife decided to sell. Finding the right buyer is all about fit so...

Navigating Growth, Niching Down, and Other Helpful Lessons for the Accounting Firm Owner

Ready to grow your accounting firm? Let’s listen to the wisdom shared by a seasoned entrepreneur, Meryl Johnston. A Chartered Accountant, founder of Bean Ninjas, and Head of Accounting at TeamUp, Meryl brings a wealth of experience to...

Unlocking the Magic of Advisory Opportunities for Accountants - Podcast with Geni Whitehouse

In this episode, I interview Geni Whitehouse, CPA, co-founder of Solve Services, and a Level 5 Advisor and Coach at www.TheImpactfulAdvisor.com. Geni is an advocate for unlocking the magic in numbers for business owners. Geni and I share a conversation...

Adopting Tech And Automation Into Your Accounting Practice - Podcast with Jesse Rubenfeld And Tom Zehetner

It’s time we talk tech. In this episode, I interview Jesse Rubenfeld, Founder and CEO of FinOptimal, and Tom Zehentner, Director of Growth. We dive deep into the topic of automation including the three main characteristics of an automated...

Mastering CPA firm acquisitions from a 2 time buyer - Podcast with Andrea MacDonald

We were thrilled to have Andrea MacDonald, the founder and CEO of Pro Tax & Accounting LLC, on this episode of Accountant's Flight Plan Podcast. In addition to her wealth of expertise in managing micro businesses, Andrea shares her insights...

How the Accounting Industry is Evolving and How You Can Join the Change - Podcast with Jason Blumer

On this episode, I chat with Jason Blumer, one of the Top 100 Most Influential People in Accounting (Accounting Today) about the current state of the accounting industry. Jason is the founder of Thirveal, CEO of Blumer & Associates,...

Working Less Than 40 Hours a Week as a CPA Firm Owner is Possible - Podcast with Geraldine Carter

If you are ready to learn the mindset shift needed to start thinking about scaling challenges creatively, this is a great episode. Geraldine Carter, coach to single-owner CPAs, joins me on this episode of Accountant’s Flight Plan and shares...

Selling your CPA firm to a non-CPA Buyer - Podcast with Patrick Dichter, 3-time firm owner who has tripled a firm’s revenue with a non-CPA background

Are you a firm owner who is considering selling your practice? Or are you a potential buyer that’s looking to acquire your first business? Then you do not want to miss the opportunity to learn how Patrick Dichter...

How to Get Referrals for Clients and Staff in Your Accounting Firm - Podcast with Bill Cates

Bill Cates, expert in acquiring new clients through referral, joins me to chat about building habits within your business to maximize referrals, and convert them into clients or even new staff! Join this discussion to learn more about creating...

Prepare Your CPA Firm For Sale- Audiobook Reading

This book has actionable practice management advice for all firm owners whether you are a CPA, EA, bookkeeper or general accountant. With the lessons in our latest book, you’ll learn to build upon your firm’s success and make your...

Hiring a CPA- Podcast with Accountests’ Giles Pearson

On this episode of Accountant’s Flight Plan, We interviewed Giles Pearson, former partner of PWC & co-founder of Accountests. Giles shares how Accountests was developed as a solution to a gap in the hiring process for CPA’s.

Leadership and Practice Management - Podcast with Randy Crabtree

Randy Crabtree, former general tax practice owner, and current specialty tax prep firm owner, discusses the impacts of burnout and how to avoid it! Randy has experienced both the highs and lows of leadership and chats with us about...

Purchasing an Accounting Firm - Experience Share with Ravi Patel

How Ravi Patel purchased his accounting firm through Poe Group Advisors.

Accounting Practice Management Insights- Podcast with Roger Knecht

This was a great meeting of minds on practice management! We had Roger Knecht on the podcast discussing insights from his post secondary course for accounting professionals, Universal Accounting. This podcast touched on:Opportunities in the profession Service offeringsStaffing issues and...

How to Intentionally Market Your CPA Firm with Jordan Vickery

In this podcast, Jordan (of Troika) and I dive into what it means to be intentional about marketing as an accounting firm. Jordan takes a thoughtful approach that considers what a firm needs, and what would be most effective which...

CPA Firm Productivity and Staff Retention  - Podcast with Marcey Rader

We recently had productivity expert, Marcey Rader, on the Accountant’s Flight Plan Podcast to chat with us about managing remote staff, healthy work from home boundaries and how to best work in that pesky email inbox!

Hiring Remote Accounting Staff with Rob Buffington Podcast

Rob owns Guardian Financial and Gordian Staffing which places remote staff in Mexico who are fluent in English and college educated in Accounting firms across America. His goal is to help create capacity and lighten the burden of the staffing...

Acquisitions, Marketing and Running a Good Business.

In this episode we dove into: How marketing and branding impact your practice Staffing and retention Jessica’s possible acquisition (I always love to hear about how people approach acquisitions.)Vacation! (Jessica is the reason we have our book The Unplugged Vacation)

How to Hire Staff for an Accounting Firm- Topgrading Podcast

Start-up to 10 Million Dollar Virtual CPA Firm- Podcast with Jody Grunden

Solutions For Staffing Your CPA Firm with Susan Bryant

Susan Bryant, recognized as one of the Top 50 Women in Accounting (Ignition 2021) and firm owner of MB Group in Plano TX, joins us on this episode to discuss staffing, pricing, and client acquisition from an insightful, high level...

Increasing income without increasing hours in your accounting firm with Loren Fogelman

You know it's time to go up on fees when you hit a growth plateau. If you are capped out on time and can’t take on new clients to increase revenue, it's time to increase your fees. This week we...

Remote teams can help attract the right people to your accounting firm

Alex Loewenstein heads up talent acquisition for CPAs at Paro. Paro places fractional 1099 accounting professionals in firms.

Practical advice for scaling your accounting firm with Kenji Kuramoto

Kenji and I had an awesome conversation I’m excited to share with you guys. I really wanted to get into how he grew his accounting firm and his advice for how you can scale your own…not to mention… He has...

From Traditional to Cloud: How to Transition Your Accounting Firm with Barbara Agerton

Learn tips and tricks for converting your rural accounting firm to the cloud.

How to make 100% of your revenue hit the bottom line

Lessons from Millions in accounting firm sales

(Podcast) Making the Move to the Cloud with Cecilia Gordillo & Natasha Mclaren-Doerr

Creating a virtual firm

How to Scale a Cloud Accounting Firm - $0-$750K in 2.5 years -Podcast with Alex Dawes

Learn how Alex Dawes scaled her cloud firm and gain insight into how you can implement those growth tactics in your firm.

Trends and Advice for Modernizing your Accounting Firm with Bruce Coombes (Podcast)

On this podcast, we discussed accounting trends specific to the U.S and how they compare with the industry world-wide. Bruce has noticed a slower trend for the United States to adopt fixed price billing packages compared to Australia and the...

How to Modernize Your Accounting Firm to Go Virtual

The tech stacks and tools accountants are using to virtualize their firms, and the benefits of converting.

How Mario Pizzamiglio, CPA cut his client list, increased his revenue, and reduced his hours.( Podcast)

Mario cut his client list by 150 clients and increased his revenue by $150,000 all the while setting boundaries around his weekends and nights. In this experience share, Mario says, “I got control of my business so it could provide...

How to Attract and Keep Employees With Jill Christensen

We know that hiring and retaining staff is a huge struggle for many businesses right now, not just in the accounting industry. In short, what employees want is work-life balance, flexibility and a healthy company-culture. Our most recent podcast guest,...

Automating your Accounting firm with Jetpack Workflow’s CEO, David Cristello (Podcast)

Allocating time and energy toward automation can seem daunting, but truthfully it's just tedious. It’s a matter of selecting the right software and getting support to help integrate. Help could come from a team member or an external coach to...

Why You Need to Leave Billable Hours Behind with Geraldine Carter | Accountant’s Flight Plan Podcast

In her coaching, Geraldine focuses on the kind of pricing model you use in your firm, what your client list looks like, and what changes could be made based on your goals; and from there onto how to revitalize your...

Accountants are Going into the Future Kicking and Screaming with Liz Farr

Liz Farr is a CPA and full-time freelance writer for the accounting profession. Her words have been in Forbes, CFO.com, Accounting Today, and the Journal of Accountancy to name a few. Liz is hoping to bring accounting into a more...

The Financial Insights Owners Need but Aren’t Getting | Spencer Sheinin | Ep. 43

In this episode, we quickly connected on how important it is to have a simple explanation of the numbers even for our own businesses. If you stop for a moment and think about what’s possible when you as a business...

The making of APA

We decided to change up the podcast a little bit and turn the focus inward to give you guys a glimpse into how Accounting Practice Academy came to be. In this episode of the podcast, we have Ian Brennan...

David Spray and Brannon

David and I have been friends for years, and when we last spoke I could see him light up as he talked about this new venture he’d been thinking about in the podcasting world. I could tell he was excited...

Gina Pellegrini and Brannon

In this episode, Gina and I dive into the finer points of her hiring process so you can instantly come away with practical, implementable “to-do’s”. She explores common pitfalls most of us are making, simple tweaks in our hiring conversations...

Brannon Poe and Ryan Lazanis

Recently, Brannon had an exciting conversation with Ryan Lazanis. Ryan is a CPA who considers himself more of an entrepreneur than an accountant. In 2013 he founded a fully cloud-based accounting firm which was acquired five years later with...

Brad Stevens and Brannon Poe

If you want to get out of the bottleneck position in your firm, you have to delegate. The first step toward delegating is Auditing Your Time. Brad’s advice, “Audit yourself…for a week or so just audit. Every time you sneeze...

Mitch Baldridge and Brannon

Mitch Baldridge is a CPA based in Houston, Texas and he has been steadily growing his firm, Baldrige CPA, since going out on his own in 2014. His first year, he essentially made no revenue and now he has several...

What you need to know about Crypto Currency Taxation

On the most recent episode of The Accountant’s Flight Plan Podcast, we interviewed Shehan Chandrasekera, who is one of a handful of CPAs in the country recognized as a real-world operator and conceptual subject matter expert on cryptocurrency taxation. He...

Data Reports that Accounting Firm Clients Want - Podcast with Justin Hatch

Communicating with clients like they are another accountant doesn’t cut it.Justin Hatch shares with our listeners that what clients want from their accountants is simplified language and visual reporting first, and then a dive into the details. Accountants have to...

Podcast with Rich Stang- Accounting Firm Hiring For Culture

Even without a start in public accounting, (or perhaps because of that) Rich Stang built a powerhouse of a firm by focusing heavily on one thing – Hiring for culture.In this podcast he dives into how his team is the...

Selling a CPA Practice with Jim Alkire (podcast)

In 2019 we helped Jim sell his CPA practice in the Washington, DC area and we wanted to share with you a bit about what it was like for him to successfully go through that process.He talks about taking the...

Your Accounting Firm has a brand with Matt Wilkinson & Maggie Antone (podcast)

Guess what? You don’t get to choose whether or not you have a brand; you either have a weak brand or you have a strong brand.That’s just one of the powerful ideas that Matt Wilkinson and Maggie Antone share in...