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 …

How intentional are you with your podcast? Roger Knecht, President of Universal Accounting, has helped thousands of accountants, bookkeepers, and tax preparers start and build a successful accounting firm. Roger also hosts Building the Premier Accounting Firm, a weekly show that is nearing 300 episodes. Every decision Roger made with his podcast ha…

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.…

For Aaron Moncur, a podcast is more than just a marketing tool. It's a way to build relationships, showcase expertise, and ultimately drive revenue for his custom engineering services business. With over 250 published episodes, Moncur's "Being an Engineer" podcast has become a cornerstone of his company's growth strategy. 0:00 Intro 3:14 How Aaron …

Writing a book for your consulting business? Use a podcast for research. When John Garrett decided to write a book, he launched a podcast to help with his research. Eventually, the What's Your And? podcast has served as a remarkable launchpad for speaking engagements and business opportunities, contributing to an estimated $200,000 in new business—…

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…

Podcasting seems like a crowded space, but it's really not. It’s a blue ocean opportunity. Especially for expertise-driven businesses who need to build trust with buyers, accelerate network growth, and create endless content. If you’re asking yourself, “should I start a podcast?” then you’re in the right place. This episode explores five critical q…

Build a thriving Slack community with your podcast. Brett Trainor is using his podcast, The Corporate Escapee, to build a community of Gen X professionals who want to ditch their 9-5. In this episode of Podcasting in Professional Services, Brett sits down with John Tyreman to share his experience running his show. We cover: How Brett reaches Gen X-…

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!…

Can I have your attention, please? Will the real Scotty Scarano please stand up? There’s not too many people who blend hip hop with accounting, but that’s exactly what Scotty “OKR” Scarano is doing through his personal brand on LinkedIn, his YouTube page, and through his podcast, Accounting High. Scotty believes that learning how to run a practice …

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

It rarely takes 5 or 6 years to launch a podcast, but that was the case for Alastair McDermott. Since then he's launched a handful of shows and written a book titled 33 Ways Not to Screw Up Your Business Podcast. Going through the process of planning his podcast exposed a lack of specialization in Alastair's business. From there, he narrowed down h…

I took a sample of 150 podcasts across accounting, AEC, and legal industries. A whopping 70% had only one host! Personally, I've hosted four podcasts; two were solo shows, and two were co-hosted with a colleague. There are pros and cons to each format, but I found co-hosting a podcast to be much more enjoyable. Let's explore the untapped benefits o…

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…

Use a podcast to let your charisma and personality shine through. That's how BJ Kraemer approached it when he launched the Inspiring People & Places podcast in 2021. On the show, he interviews national leaders in the AEC industry to educate and inspire industry professionals to disrupt the status quo, improve their project teams and steward public …

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!…

Investing in a podcast can be a gradual, long-term investment. Brannon Poe started podcasting in 2013, where he would record conversations on his phone. Today, Accountant's Flight Plan publishes two episodes each month and has a backlog of guests waiting to have a conversation with Brannon. In this conversation, we explore: An overview of Poe Group…

Improve the structure and variety of your episodes. This episode is meant to be a guide for podcasters who want to learn more about how to structure episodes, use different episode types, formats, and improve their outlines. I share my own experience as well as perspective from other business podcasters. In this episode, we cover: Solo host episode…

Very few professional services podcasts make it to 400 episodes. The Consulting Success® podcast will hit that milestone in 2024. I had the pleasure of sitting down with Michael Zipursky, host of the show, to hear his experience launching and running the podcast. In this conversation, Michael shares: - Originally released 60-70 episodes but found i…

Are you committed to running a podcast? Do you have a co-host to share in the journey? On today’s show, Jeremy Clopton and Heath Alloway of the Upstream Leader podcast share stories and experience from running their show. In this conversation with host John Tyreman, you'll hear: The importance of committing to the podcast in the early days Benefits…

Improve your podcast editing workflows. My own podcast editing workflow has evolved over the past six months, influenced by many of my guests on this show. On this episode, I've curated clips from successful business podcasters who give you a glimpse behind the scenes of their shows: Rion Willard, co-host of The Business of Architecture Florian Hei…

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.…

This podcast features a mentor-mentee relationship — a premise that could be applied to other industries. For Josh Ho, the "Searching for SaaS" podcast was a way to build in public and showcase his mentorship of a young entrepreneur, Nate Bosscher. The show features perspectives on the stages of building a software as a service (SaaS) business. Jos…

This show is an example of a minimum-viable podcast. On this episode, Florian Heinrichs joins the show to share his experience co-hosting the unbillable hours podcast, a twice-monthly show that started as a venting session between Florian and Ash Mohd. At the time, both were colleagues at Accenture. In this conversation, we discuss: Florian has sin…

This podcast acts as a filter for Ross to see what topics to double-down on and invest more into. On this episode, Ross Simmonds, Founder & CEO of Foundation Marketing, and Host of ‘Create Like the Greats’ podcast joins the show. In this conversation, Ross and I discuss: The philosophy behind Ross' mantra "Create once. Distributing forever." Turnin…

Kyle Adams, account manager at ConvertKit, shares insights from publishing his weekly Creator Glue newsletter and Dad Made podcast. Kyle explains that newsletters and podcasts complement each other perfectly. Email newsletters provide a direct way to reach your audience and notify them about new podcast episodes. He emphasizes the importance of tre…

Angela Mazzi is dedicated to enhancing quality of life through the built environment with emphasis on socio-cultural impacts. Angela is a Principal and Senior Medical Planner at GBBN Architects, and also the host of Architecting, a weekly podcast about the architect as a person—in each episode, Angela helps her listeners bypass the status quo traps…

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…

For architects, the passion for design and creating often attracts people to the profession. But many don’t realize just how much business acumen is needed to run a successful practice. All the creative talent in the world doesn’t guarantee profits, clients, and smooth firm operations. After all, the first job of an architect is to win the client. …

After suffering from a stroke, Randy Crabtree made the difficult decision that he couldn't be managing partner of Tri-Merit anymore. He then stepped into a more external-facing role for the firm. At the suggestion of his marketing team, Randy started The Unique CPA podcast in 2019. Hesitant at first, Randy quickly realized he loved meeting new peop…

Katie has been involved with the Association for Accounting Marketing (AAM) for many years, originally joining as a new member in an accounting firm. She has since risen to be a past president and remains actively involved in providing content for the organization. The Amplify podcast first launched in 2017. In the early days, the podcast was produ…

In this episode, John Tyreman interviews Greg Mayer, founder of Wysper, a software company that helps you get more content out of your podcast. They discuss: How Greg's experience as a product marketer inspired him to start Wysper, and leverage AI transcription to repurpose podcast content. How podcasts can be a pillar or hub of content that can th…

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…

This episode originated because I was intrigued by how Steve Cummins has a podcast and newsletter by the same name: The Marketing Mix. I was curious about his experience and the synergies between a newsletter and a podcast. But the conversation is so much more than that. Steve Cummins, Founder of Solent Strategies, launched The Marketing Mix in Apr…

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…

Let's say you receive a cease a desist letter. Upon realizing you infringed on a trademarked brand, you'd probably want to settle the matter amicably. It happens. But that wasn’t the case when Rhondalynn Korolak sent multiple cease and desist letters to an Instagram Influencer who was giving financial advice under the trademarked Financial Foreplay…

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…

The thought of launching a business podcast has probably crossed your mind. I mean, imagine having a channel to reach buyers while they drive, exercise, walk their dog, do house chores... What’s not to love, right? But then you start to wonder: How long will it take to build a podcast? What kind of impact will it have on the business? What’s the RO…

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

There's some debate among B2B and professional services firms on which is more effective; hosting a podcast or being a podcast guest. There are certainly pros and cons to each approach. In this episode, we break it all down: When each approach makes sense for your marketing Pros and cons for being a guest -vs- being a host Dispelling a few preconce…

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

This episode is focused on how to name your business podcast — considerations for your name, how it impacts your positioning, and 6 different frameworks for naming a business podcast: Keyword-driven Action + Payoff Alliteration Play on Words Zig when the rest Zags Brand-Driven I also interviewed a few guests to get their perspective on coming up wi…

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…

A podcast editing workflow is a major part of your podcast operations. In this episode, we break down the audio editing processes of business podcasts: How long it takes to edit each episode When it makes sense to outsource -vs- insource production Understanding the difference between launching and running a podcast Different tools to use in your p…

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.…

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…

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…

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

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

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.…