Accountant's Flight Plan

In this episode, we sit down with Lisa Smith who is a functional medicine dietitian, gut-health expert, and founder of Lisa Smith Wellness. We explore the realities of deep stress and the health impacts that so many...

In this episode, we sit down with returning guest Nick Sinclair, founder and chairman of TOA Global, one of the largest accounting outsourcing companies in the world. Nick shares the unlikely origin story of how a...

In this episode of The Accountant’s Flight Plan Podcast, we sit down with Kristen Corey, founder of Media Books Agency, to talk about how accountants can use marketing to strengthen their brand, attract ideal clients...

In this episode of The Accountant’s Flight Plan Podcast, we sit down with Jody Padar, known across the industry as The Radical CPA, to discuss how artificial intelligence is reshaping the accounting profession. Jody...

In this episode of The Accountant’s Flight Plan Podcast, we sit down with Mike Schwarz, CEO of MyZone AI, to explore the evolving need for modern accounting firm leaders to adopt AI. In this episode, we discuss how AI...

Quality leadership that grows your accounting practice isn’t about pushing your team to work harder. While it may sound counterintuitive, modeling a healthy, balanced life is what actually moves the needle. In this...

The Evolving Role of Private Equity In this special episode of The Accountant’s Flight Plan, Brannon meets with Morry Brown, regional market leader here at Poe Group Advisors, formerly of Goldman Sachs, to share a...

From A Big Four Firm to Entrepreneurship In this special episode of The Accountant’s Flight Plan, Brannon sat down with Raffi Yousefian, a NY/DC-based CPA and entrepreneur, to discuss his journey to building a thriving...

We are taking a look back on an episode from the archives! Enjoy this retelling of how Accounting Practice Academy came to be. In this episode of the podcast, we have Ian Brennan (APA’s Creative Director), and my wife...

In this episode of The Accountant’s Flight Plan Podcast, Brannon is joined by Morry Brown, California market leader at Poe Group Advisors and a longtime family friend. Morry shares his journey from Goldman Sachs to...

In this episode of The Accountant’s Flight Plan, we are joined by Wayne Findlay—entrepreneur, founder of Findlay & Co., and CEO of The Back Room. Wayne shares his global perspective on how accounting firms can stay...

The Power of Authenticity in Attracting Talent and Changing Perceptions In this episode of the Accountant’s Flight Plan Podcast, we interviewed fellow podcaster and reputation-building expert Rob Brown. Rob is the host...

The Evolution of an Industry in Real Time In this episode of the Accountant’s Flight Plan Podcast, Brannon Poe is joined by Dan Hood, Editor-in-Chief at Accounting Today, to explore the shifting tides of the accounting...

Providing Salary Transparency to Practitioners In this episode of the Accountant’s Flight Plan Podcast, Dominic Piscopo shares with Brannon about his startup–Big4Transparency. This service provides accounting firms with...

A Shifting Profession The accounting profession is evolving, and Seth Fineberg has had a front-row seat to these shifts. A seasoned journalist who found his niche covering the accounting industry, Seth brings a unique...

This week, we’re celebrating a special occasion on The Accountant’s Flight Plan Podcast! In honor of Brannon Poe’s birthday, we flipped the script—our Marketing Director, Bailey Ball (who also happens to be Brannon’s...

In this episode of The Accountant’s Flight Plan Podcast, Brannon sat down with Giles, founder of Accountests and a seasoned accounting professional with 25 years of experience in public accounting and 18 years as a...

In this episode, Brannon sits down with Ryan Pulice CPA, a (financial planner/accounting firm owner) to explore his unique journey of finding his niche, working with small businessbusiness owners, and real estate...

Reaching 100 episodes is no small feat, and The Accountant's Flight Plan Podcast has officially hit that milestone! To mark the occasion, Ian Brennan (Creative Director at Poe Group Advisors) takes on the role of guest...

What role can accountants play as partners for small business owners, and how can they navigate the challenges of scaling a firm? In this episode of The Accountant’s Flight Plan Podcast, Brannon explores these questions...

Why has there been such an increase in private equity buyers acquiring accounting firms and what does this mean for the industry? In this episode of the Accountant’s Flight Plan Podcast Brannon dives deeper into the...

What do you need to know before selling your life’s work or buying someone else’s? Learn from Stephanie’s experience as she shares her perspective on avoiding key obstacles during the acquisition and transition process...

Is tracking your hours decreasing your productivity and profitability? According to Geraldine Carter, the answer is most likely yes. In their conversation, Brannon and Geraldine break down how the hourly billing model...

Learn why buying a CPA firm “isn’t like buying a house” with buyer specialist Carol Poe. For the aquisition and transition process of buying an accounting firm to be successful it is crucial that both the buyer and...

How do you strike out on your own as a solo or small firm CPA? Learn from Josie Parr’s experience doing just that. Hear how her work as a tax strategist for entrepreneurs led to the development of the Profitable...