Accountant's Flight Plan

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Accountant's Flight Plan

Brannon Poe; Poe Group Advisors

115 episodes

4 days ago

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 shares her journey from founding one of the first cloud firms in 2010 to working in tech startups like Botkeeper and now launching her newest venture, XcelLabs. Her mission is to prepare firms for 2030 by building AI-first practices that leverage automation to expand the capacity ...

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Entrepreneurship

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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 shares her journey from founding one of the first cloud firms in 2010 to working in tech startups like Botkeeper and now launching her newest venture, XcelLabs. Her mission is to prepare firms for 2030 by building AI-first practices that leverage automation to expand the capacity ...

Show more...

Entrepreneurship

Episodes (20/115)

Accountant's Flight Plan

The AI-First CPA Firm: Redefining Accounting with Jody Padar, The Radical CPA

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 shares her journey from founding one of the first cloud firms in 2010 to working in tech startups like Botkeeper and now launching her newest venture, XcelLabs. Her mission is to prepare firms for 2030 by building AI-first practices that leverage automation to expand the capacity ...

4 days ago

31 minutes

Accountant's Flight Plan

Modern Accounting In the Age of AI: Scaling Your Firm, Adopting AI, and Maximizing Your Capacity with Mike Schwarz

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 is impacting the world and what the projected implications are for small business owners in every industry. There are some key strategies for implementing AI in this episode. We encourage you to learn about the ways it can help your business without becoming overwhelmed by...

2 weeks ago

45 minutes

Accountant's Flight Plan

Grow Your Business Meaningfully with Rob Dube

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 episode of The Accountant’s Flight Plan, Rob Dube opens the conversation by emphasizing that when leaders prioritize wellness, the team will follow suit. This results in less burnout, fewer mistakes, better client service, and a more harmonious work environment. If you are happy in...

1 month ago

39 minutes

Accountant's Flight Plan

Private Equity Market Update in the Accounting Space: With Guest Morry Brown

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 timely update on how private equity is impacting mergers and acquisitions in the accounting profession today.This was a live discussion with an informative Q&A at the end. Morry and Brannon dive deep into the steady rise of PE-backed deals and discuss the impact of ...

1 month ago

1 hour 1 minute

Accountant's Flight Plan

Former Seller Raffi Yousefian Talks About How Niching Down Transformed His CPA Firm

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 tax practice. Raffi began his career at EY before launching his own firm in 2016, growing rapidly before making the bold decision in 2022 to niche down into three verticals. By 2023, he doubled down on his fastest-growing and most rewarding segment: restaurants. He dedicated h...

2 months ago

33 minutes

Accountant's Flight Plan

From the Archives - The Making of Accounting Practice Academy

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 Carol Poe (PGA Buyer Specialist/APA’s right-hand woman) who played a pivotal role in the creation and execution of the workshop. This workshop wouldn’t exist without them and there’s some fun stories as to why that’s the case. The main reason it wouldn’t exist without t...

3 months ago

17 minutes

Accountant's Flight Plan

Private Equity, Fit, and the Future of CPA Firm Deals with PGA Intermediary Morry Brown

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 helping CPA firm owners navigate the evolving landscape of firm sales, particularly as private equity (PE) ramps up its interest in the accounting profession. Making Informed Decisions in a Rapidly Changing Market Morry and Brannon explore why having multiple offers and oppor...

4 months ago

27 minutes

Accountant's Flight Plan

Building a Scalable Firm with Offshoring, AI, and Talent Strategy — with Wayne Findlay

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 competitive in today’s talent-scarce landscape by leveraging offshoring, modern tech, and clear growth paths for team members. If you’re a firm owner thinking about scale, succession, or private equity, this episode is full of practical, real-world insight. Get in touch with ...

4 months ago

28 minutes

Accountant's Flight Plan

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

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 Reputation. He has spent over two decades working in business development and training for accountants, who he found to be passionate but often struggling ...

5 months ago

47 minutes

Accountant's Flight Plan

Navigating the Future of Accounting Through AI and Adaptation with Dan Hood of Accounting Today

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 respected publications, Dan shares his unique vantage point on the industry’s past, present, and rapidly approaching future. AI Is Here—But We’re...

6 months ago

39 minutes

Accountant's Flight Plan

Reduce Staff Turnover Through Cutting-Edge Technology with Dominic Piscopo

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 accessible for firm owners who value their employees and want to compensate them fairly. They offer a tiered price model based on firm size and additionall...

6 months ago

29 minutes

Accountant's Flight Plan

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

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 Poe sits down with Seth to discuss the modernization of accounting firms, the talent shortage, and why more professionals are rethinking the traditi...

7 months ago

52 minutes

Accountant's Flight Plan

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

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 Bailey was in elementary school, to the thriving 20+ person team we have today. Time Stamps: 3:20 - The early days of the company and how it grew in...

8 months ago

40 minutes

Accountant's Flight Plan

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

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 profession; hiring seemingly qualified candidates to later realize that they were not the right fit. Accountests is a structured testing approach to he...

9 months ago

31 minutes

Accountant's Flight Plan

Using Your Passion to Find Your Niche within the Accounting Industry

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–discove...

9 months ago

21 minutes

Accountant's Flight Plan

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

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’s a heartfelt reflection on the mission and purpose that have driven Brannon to serve the accounting industry for over 20 years. Whether you’...

10 months ago

50 minutes

Accountant's Flight Plan

Scaling your CPA Practice and Providing Small Business Clients with Value

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 firm owner who started small, Cory shares his journey and insights on building a client-focused practice, overcoming hiring challenges, and balanci...

11 months ago

26 minutes

Accountant's Flight Plan

What the Influx of Private Equity in the Accounting Industry Means for Your CPA Firm

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. Laurens has been brokering deals on our team for five years now and Morry, a member of our sales team, has a background in outsourced CFO services...

1 year ago

37 minutes

Accountant's Flight Plan

What To Consider Before Buying or Selling An Accounting Firm with Intermediary Stephanie Smith

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, you don’t want to miss out on Brannon and Stephanie's conversation! This podcast touched on:The importance of having a vision before you sell y...

1 year ago

32 minutes

Accountant's Flight Plan

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

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 model altogether could be the key to raising your bottom line. This podcast touched on:Hourly billing vs value pricing.The impact of private ...

1 year ago

39 minutes