Accountant's Flight Plan

By Brannon Poe; Poe Group AdvisorsBusiness Entrepreneurship Management

Accountant's Flight Plan episodes

June 26, 2018 A conversation with the founder of Jetpack Workflow, David Cristello
Learn how David decided to focus on workflow, a particular pain point for most accounting owners.
45 min
May 22, 2018 How Good Legal Contracts Impact Your Business
Chris Sloan's philosophy on law is very much aligned with Poe Group Advisors' experience in helping clients with the purchase and sale of CPA firms. Learn how a concise contract can save you time, money and frustration on both sides of the agreement without sacrificing legal protection.
27 min
May 22, 2018 How Good Legal Contracts Impact Your Business-with Chris Sloan
A concise contract can save you time, money and frustration on both sides of the agreement without sacrificing legal protection.
27 min
February 07, 2018 Buying a CPA Practice and Growing it
A conversation between Brannon Poe and Drew Keasler about Drew’s purchase of a CPA practice and subsequent growth.
34 min
June 09, 2017 Mentorship and Training with Penny Fair
Penny Fair co-founded Ashgrove Learning to help accountants in public practice in Canada with practice management and professional development. She and Brannon discuss a wide range of topics including the value of mentorship, quality control, and staff training.
26 min
November 17, 2015 Getting Ready for Tax Season with Ed Mendlowitz
Listen in and you’ll hear some great tips for developing smoother and more profitable tax seasons. You can tell by listening to Ed that he has a wealth of knowledge and experience at making tax season not only more profitable, but more fun as well. Regardless of how many tax seasons you’ve been in practice, there is something in this recording for everyone. For most owners of accounting practices, tax season provides your bread and butter. Why not find out how to gear up for your next one!
33 min
October 21, 2015 Accountants Working Together with Allen Sloan
Allen started his practice in the basement of his family home with only a handful of clients and has grown it into a multi-partner office with about 30,000 square feet of office space.
Sloan group has created an interesting business model for entrepreneurial accountants to work together. It all started when they ended up renting an office that was a lot bigger than they needed at the time.
23 min
September 17, 2015 Marketing for Accountants with Matt Wilkinson of Bizink
Believe it or not, there is actually a company that focuses exclusively on building websites for accountants. Listen to our exciting conversation with Matt Wilkinson, founder and CEO of Bizink. Matt has some amazing insights on marketing for accountants and has helped many firms become incredible online.
39 min
July 09, 2014 Accounting Mastermind Group
21 min
September 10, 2013 A Social Media Conversation with Bill Sheridan
I recently reached out to Bill Sheridan to talk about social media for accountants. Bill is the creator and co-author of one of the “top accounting blogs” in the United States- CPA Success. Bill speaks regularly to accountants on the strategic uses of social media and the future of communication in his role as chief communications officer of the Maryland Association of CPA’s. All of Bill’s socializing has made him one of the top accounting influencers in the world today. Listen in to learn how social media can make a difference for you.
28 min

About Accountant's Flight Plan

From the publisher's feed

Welcome to The Accountant's Flight Plan, where we guide you toward building a top-tier CPA firm that you would want to buy. With over 20 years of working with accountants…