Best Brannon Poe Podcasts (2025)

1
Telling a Better Story: Using Personal Branding to Shape Better Accounting Firms with Rob Brown 47:39

12d ago47:39

47:39

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 of three accounting-related podcasts with a collective following of over 50,000 listeners and is the author of Build Your Reputatio…

1
Navigating the Future of Accounting Through AI and Adaptation with Dan Hood of Accounting Today 39:43

1M ago39:43

39:43

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 industry. From his start as a receptionist to laying out physical newspapers and magazines to leading one of the profession's most …

1
Reduce Staff Turnover Through Cutting-Edge Technology with Dominic Piscopo 29:44

2M ago29:44

29:44

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 data around salary compensation, breaking up the data by sector, geography, and position seniority. It is easy to use and accessib…

1
The Future of Accounting Firms: Embracing AI, Advisory and Finding a Balanced Life with Seth Fineberg 52:14

3M ago52:14

52:14

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 perspective on how the field has transformed—and where it’s headed next. In this episode of The Accountant’s Flight Plan, Brannon Po…

1
The Benefits and Challenges of Working with Family: A Special Birthday Episode w/ Brannon Poe & Bailey Ball 40:23

3M ago40:23

40:23

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 daughter), took over the mic to interview him. Their conversation takes us on a journey from the earliest days of our company, when B…

1
Hiring Smarter, Not Harder: How Testing Transforms CPA Firm Recruitment with Giles Pearson 31:27

4M ago31:27

31:27

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 partner in a firm. Giles founded Accountests after years of frustration with the unpredictability of hiring in the accounting professio…

1
Using Your Passion to Find Your Niche within the Accounting Industry 21:58

5M ago21:58

21:58

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 …

1
Celebrating 100 Episodes: An Inside Look at Building a Business and Growing a Podcast with Brannon Poe 50:54

6M ago50:54

50:54

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 host to turn the microphone on Brannon Poe, CPA, the mastermind behind the podcast. This 100th episode isn’t just a celebration; it…

1
Scaling your CPA Practice and Providing Small Business Clients with Value 26:23

6M ago26:23

26:23

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 with Cory Gayman, a CPA and entrepreneur whose firm JCG CPA Firm specializes in empowering small business owners to succeed. As a …

1
What the Influx of Private Equity in the Accounting Industry Means for Your CPA Firm 37:39

7M ago37:39

37:39

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 subject and what it means for your firm with accounting practice intermediary, Laurens Ball and California market leader, Morry Brown.…

1
What To Consider Before Buying or Selling An Accounting Firm with Intermediary Stephanie Smith 32:48

8M ago32:48

32:48

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 in buying or selling an accounting practice. After working together in the mergers and acquisitions space for more than 15 years, y…

1
Break Free from Hourly Billing and Increase Your CPA Firm’s Value with Geraldine Carter 39:05

9M ago39:05

39:05

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 takes you away from providing real value to your clients. Conversely, getting your hours down and doing away with the hourly billing…

1
Finding The Right Fit for Buyer and Seller with Buyer Specialist Carol Poe 26:02

9M ago26:02

26:02

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 seller are the right fit. By focusing on the work culture and personality of both, Carol guides buyers and sellers to find the best fit…

1
Building a Profitable CPA Firm to Support A Healthy Lifestyle with Josie Parr 20:18

9M ago20:18

20:18

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 Lifestyle Summit [https://summit.profitablelifestylefirm.com/], a free virtual summit to empower entrepreneurs in the accounting world to …

1
Building A Customer Focused and Profitable Accounting Firm Through Value Billing with Jason Ackerman 41:32

10M ago41:32

41:32

How can you grow your firm into the most efficient and customer-focused business that it can be? Jason Ackerman and Brannon do a deep dive into the importance of value billing, building a healthy firm culture and why private equity sees value in the profession. This podcast touched on: Timesheets vs value billing. Education in the accounting field.…

1
Private Equity Considerations For Selling Your CPA Practice with Intermediary Laurens Ball 24:41

11M ago24:41

24:41

Hear first-hand experiences on dealmaking from broker, Laurens Ball, on considerations for private equity buyers and finding the right fit. Whether selling your firm or looking to buy, finding the right cultural fit for your clients and team is key. When considering private equity deals it becomes paramount to consider the buyer’s background and in…

1
How To Capitalize on Marketing to Grow Your Accounting Firm with Matt Banker - Podcast 27:45

11M ago27:45

27:45

How can accountants leverage the power of marketing to grow their businesses? Brannon and Matt Banker of Marketing for Accounting Firms explore the key concepts to building a strong brand in the accounting space. If the prospect of expanding your marketing strategy has you stumped–this episode is for you!…

1
Maximizing Your Accounting Firm's Value with Brannon Poe From Blake Oliver’s From The Accounting Podcast 24:07

12M ago24:07

24:07

Brannon was a guest on Blake Oliver’s The Accounting Podcast–a very special episode that we are sharing with you now. Blake interviewed Brannon on the key factors that go into assessing the valuation of a CPA firm, the differences between valuation on virtual firms and why cashflow to owner is key.By Brannon Poe/Blake Oliver

1
Leveraging AI and Reframing Scope Creep in Your CPA Firm with Matt Kanas of Ignition 37:18

1y ago37:18

37:18

How can you most effectively price and package your offerings to optimize staff retention and client satisfaction? Matt Kanas, Managing Director at Ignition has dubbed 2024 the year of change in the accounting industry. We discussed what this change looks like and what the implications of it are for CPA firm owners. With his unique perspective serv…

1
Entrepreneurship In the Virtual Accounting Space with CPA Firm Owner and Xero Ambassador Liz Mason 39:30

1y ago39:30

39:30

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 this a conversation you don’t want to miss!…

1
Darryl Boyd on Preparing for an Accounting Firm Sale, Transition, & Client Expectations 47:35

1y ago47:35

47:35

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 for a smooth transition and why preparation is integral to the acquisition process.…

1
Insights from Catherine Tindall on Specializing Your Accounting Practice and the Future of The Accounting Industry - Podcast 53:32

1+ y ago53:32

53:32

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 Employee Retention Credit (ERC). In this episode, Catherine shares her rationale fo…

1
Prepare your accounting firm for sale with advice from previous seller, Clay Blakley - Podcast 44:35

1+ y ago44:35

44:35

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 we chatted about how Clay was able to establish what he wanted in a buyer and his motivation for a sale. Of course, we can’t talk about…

1
Navigating Growth, Niching Down, and Other Helpful Lessons for the Accounting Firm Owner 49:29

1+ y ago49:29

49:29

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 the table. Together, we chat about the power of niching down and the art of running a non-owner-centric business. M…

1
Unlocking the Magic of Advisory Opportunities for Accountants - Podcast with Geni Whitehouse 44:04

1+ y ago44:04

44:04

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 about the current opportunities in advisory: Setting frameworks, showing accounting impact, and e…

1
Adopting Tech And Automation Into Your Accounting Practice - Podcast with Jesse Rubenfeld And Tom Zehetner 39:43

1+ y ago39:43

39:43

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 process.By Brannon Poe / FinOptimal

1
Mastering CPA firm acquisitions from a 2 time buyer - Podcast with Andrea MacDonald 38:48

1+ y ago38:48

38:48

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 on the strategic process of acquiring an accounting firm.By Brannon Poe / Andrea MacDonald

1
How the Accounting Industry is Evolving and How You Can Join the Change - Podcast with Jason Blumer 55:13

1+ y ago55:13

55:13

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, and co-host of 2 podcasts: Thrivecast and The Businessology Show. He shares how he grew his cloud-based accounting fi…

1
Working Less Than 40 Hours a Week as a CPA Firm Owner is Possible - Podcast with Geraldine Carter 36:08

1+ y ago36:08

36:08

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 the mindset needed to bring your work week back to 40 hours.…

1
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 37:16

1+ y ago37:16

37:16

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 leveraged his non-CPA background to acquire and grow 3 CPA firms. On this episode of Accountant’s Flight Plan, Patrick shares his top 4 r…

1
How to Get Referrals for Clients and Staff in Your Accounting Firm - Podcast with Bill Cates 49:36

1+ y ago49:36

49:36

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 a perpetual revenue system, the power of asking questions, and result-producing strategies that build pers…

1
Prepare Your CPA Firm For Sale- Audiobook Reading 1:01:48

2y ago1:01:48

1:01:48

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 firm more enjoyable for you and your staff or a future buyer.By Brannon Poe

1
Hiring a CPA- Podcast with Accountests’ Giles Pearson 39:28

2y ago39:28

39:28

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.By Brannon Poe/Giles Pearson

1
Leadership and Practice Management - Podcast with Randy Crabtree 32:17

2y ago32:17

32:17

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 maximizing your traits as an entrepreneur and growing employee morale.…

1
Purchasing an Accounting Firm - Experience Share with Ravi Patel 21:08

2y ago21:08

21:08

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

1
Accounting Practice Management Insights- Podcast with Roger Knecht 45:48

2y ago45:48

45:48

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 offerings Staffing issues and solutions What drives practice value and client retention I…

1
How to Intentionally Market Your CPA Firm with Jordan Vickery 27:07

2y ago27:07

27:07

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 is refreshing when most marketers say more, more, more.By Brannon Poe/ Jordan Vickery

1
CPA Firm Productivity and Staff Retention - Podcast with Marcey Rader 56:25

2y ago56:25

56:25

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!By Brannon Poe/ Marcey Rader

1
Hiring Remote Accounting Staff with Rob Buffington Podcast 18:02

2y ago18:02

18:02

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 shortage.By Brannon Poe/ Rob Buffington

1
Acquisitions, Marketing and Running a Good Business. 30:33

2+ y ago30:33

30:33

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)By Brannon Poe/ Jessica Munday

1
How to Hire Staff for an Accounting Firm- Topgrading Podcast 35:22

2+ y ago35:22

35:22

By Brannon Poe/ Chris Mursau

1
Start-up to 10 Million Dollar Virtual CPA Firm- Podcast with Jody Grunden 46:29

2+ y ago46:29

46:29

By Brannon Poe/ Jody Grunden

1
Solutions For Staffing Your CPA Firm with Susan Bryant 37:57

2+ y ago37:57

37:57

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 POV.By Brannon Poe/ Susan Bryant

1
Increasing income without increasing hours in your accounting firm with Loren Fogelman 28:38

2+ y ago28:38

28:38

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 have Loren Fogelman on the podcast. She is a business coach for accountants and gives step-by-step advice for raising fees. Her expertise is in pricing stra…

1
Remote teams can help attract the right people to your accounting firm 37:37

2+ y ago37:37

37:37

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

1
Practical advice for scaling your accounting firm with Kenji Kuramoto 47:45

2+ y ago47:45

47:45

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 some amazing key insights on attracting and retaining staff.By Brannon Poe/ Kenji Kuramoto