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 the help of the Poe Group team. Now Ryan is focusing on his passion to help modernize the traditional accounting firm model and foster innovation in the profession. To learn more, check out his website and blog, futurefirm.co.

Ryan shares on this podcast how he started his completely cloud-based firm and how there was originally a good deal of push back from other CPAs. He had a revolutionary vision to create not just good client service, but to create an incredible client experience. He also wanted a fun workplace for himself and his workforce that allowed for flexibility and required less of the aspects of the accounting business that he found mundane. Ryan succeeded.

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 document it. And estimate how many hours per month you’re spending on [any given] task.” 

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 employees and steadily growing margins.

Mitch found Brannon a few years ago when he was thinking about acquiring a firm. He thought he would purchase an existing practice to help build the capacity and growth he was needing. Instead, Mitch actually ended up being a beta member for what would become Accounting Practice Academy™ (APA). In 2020 he took the workshop again with the first round of members.

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 is the Head of Tax Strategy at CoinTracker, partner at JAGArgueta CPAs a Forbes Tax Contributor and a CPE instructor who has won various awards.

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 give their clients a high-level perspective written in layman’s terms when it comes to data.

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 source of that growth and success. The art of hiring well takes finesse and several counter-intuitive perspectives, some of which Rich explores in today’s episode.

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 leap to start his own firm, how he decided to exit, and what he wished he had known in the midst of managing his firm.

A pearl of wisdom that Jim shared with us in this episode is that: “You gotta understand one thing…you only have so many tax seasons in you.”

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 this episode of The Accountant’s Flight Plan Podcast. Listen in (or watch) to learn from Maggie, a seasoned branding expert who’s worked with big brands such as Coca Cola, BP, McDonald’s, and World Vision, to name a few. She and Matt created Troika to focus just on branding for accounting firms.

If you’ve listened to this podcast for any amount of time you’ll know we usually focus on business fundamentals over tech, but Gusto was an exception to the rule.

At Poe Group Advisors, we switched to Gusto for our payroll this summer and it’s incredibly easy to use. I haven’t been this excited about a software in a long time. It’s one of those companies where after you integrate it you sit there and think “Man, why didn’t I think of this?”

It’s no coincidence that niche rhymes with rich.

Brandon Hall is the CEO of the Real Estate CPA. His company provides advisory, accounting and tax services to real estate investors. Brandon is also a CPA and a national speaker. Listen in about how he built his fast-growing, highly focused CPA firm, and his unique insights into the world of accounting and real estate.

If you have been thinking about differentiating yourself by narrowing your focus, then you don’t want to miss this one!