Accountant's Flight Plan

Using Your Passion to Find Your Niche within the Accounting Industry


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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 investors. Ryan’s venture into accounting was almost accidental. After starting his college journey in computer science he found that it was not the path for him. At his father’s suggestion, he started down the accounting route and–learning that it is the language of business–discovered a passion.


Ryan consequently started his own accounting business and expanded by acquiring another CPA firm in 2019. He has since grown his firm by combining a love for real estate investment with a desire to provide the best services to clients. He offers insights on the benefits of owning your real estate and why aligning personal interests with your practice can enhance client relationships.


Ryan and Brannon also discuss the critical need to bring new CPAs into the profession, strategies for creating a more accessible career path, and how technology—like AI—is reshaping the industry. 


If you are struggling to find your niche, looking for ways to marry your passion with your business, or advice on growing your business, this is an episode you don’t want to miss! Tune in for book recommendations, a funny tax-return-turned-love story, and Ryan’s thoughts on how mindset influences success in business and life.


Timestamps:

3:10 - How Ryan became a CPA 

5:05 - The need for more accountants to enter the profession and the importance of making the profession more accessible

8:43 - The opportunities AI presents to the accounting industry

13:20 - How a tax return question ended in a marriage 

15:42 - The real estate tax niche

17:54 - Book recommendations

  • The Prize: The Epic Quest for Oil, Money & Power by Daniel Yergin
  • Evolve Your Brain: The Science of Changing Your Mind by Sean Runnette, Joe Dispenza, et al.

20:40 - Closing up–how to get in touch with Ryan

Link to Ryan’s podcast, The CPA Zone:
https://open.spotify.com/show/4jEOSgMImKdRp7wLWg5YOX

The Pulice Group: https://www.thepulicegroup.com/


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Accountant's Flight PlanBy Brannon Poe; Poe Group Advisors

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