Best Brannon Poe Podcasts (2024)

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

7d 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
Brannon Poe: Grow Your Business by Preparing to Let it Go 51:04

20d ago51:04

51:04

The less you do, the more someone will want your firm. The Disruptors From the CPA Trendlines network With Liz Farr After helping people buy and sell accounting firms for years, Brannon Poe realized he had a treasure trove of valuable information that could help firm owners who were “motivated to change their practices for the better.” He’s leverag…

1
303 Delivering CFO & Advisory Services with Adam Lean of the CFO Project 38:05

11h ago38:05

38:05

I talk with Adam Lean of the CFO Project about what you need to know to deliver high-value CFO / Advisory services for your clients. … Hey CPA firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, an…

1
Accounting High: Learn How to RAP, with Scotty "OKR" Scarano 32:04

2d ago32:04

32:04

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 …

1
Accounting ARC: Breaking Barriers - How Becky DuPree's Love for Data Analytics and Her Identity Shaped Her Professional Path 19:28

5d ago19:28

19:28

"Coming out was not an option at that time in public accounting." Accounting ARC With Donny Shimamoto Center for Accounting Transformation Rebecca "Becky" DuPree, an experienced accountant and auditor, shares her compelling journey on the latest Accounting ARC, hosted by Donny Shimamoto, CPA.CITP, CGMA. With 17 years in public accounting and intern…

1
302 Permission to Travel Your Own Path with Shana Cooper, CPA 39:50

7d ago39:50

39:50

For the listener who feels the tension between the path he’s on and the one he really wants to be on, I talk with Masterminder Shana Cooper, CPA about giving yourself permission to travel your own path. … Hey CPA firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients wh…

1
Steve Yoss, Tech Talk: Blockchain and Regulatory Compliance for Tax, Accounting and Finance Professionals 2:47

8d ago2:47

2:47

Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual…

1
Accounting ARC: Forecasting Finance & the 2034 Accounting Landscape 50:26

11d ago50:26

50:26

Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation In this episode of the Accounting ARC podcast, hosts Byron Patrick, Liz Mason, and Donny Shimamoto explore predictions for the accounting profession over the next decade. They discuss the accelerating pace of technological change, the rise of nich…

1
Fogelman: Stop Undercharging and Be Client-Centered 49:25

11d ago49:25

49:25

Stop letting your business and career "suck the life out of you." The Disruptors From the CPA Trendlines network With Liz Farr Loren Fogelman is on a mission to help accountants and bookkeepers build businesses that “don’t suck the life out of you.” As Fogelman says, “How much can you actually give up your personal life before it's not sustainable …

1
301 The Four Factors that Drive CPA Firm Multiples with Todd Steinberg 39:22

14d ago39:22

39:22

Are you considering selling in a few years and wondering where to focus? My guest, Todd Steinberg, President of Thrive Financial Group, discusses how client mix, profitability, location, and transition assistance impact sales multiples. … Hey CPA firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own accounting f…

1
Steve Yoss, Tech Talk: A.I. Automation Tools for Tax, Accounting and Finance Professionals 2:02

15d ago2:02

2:02

Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual…

1
Accounting ARC: Busting the Big 4 Myth 48:33

16d ago48:33

48:33

The realities and opportunities beyond Big 4 firms. With Donny Shimamoto, Liz Mason, and Byron Patrick Center for Accounting Transformation The new episode of Accounting ARC, "Busting the Big 4 Myth," offers various perspectives on accounting careers. Hosts Donny Shimamoto, CPA, CITP, CGMA; Byron Patrick, CPA, CITP, CGMA; and Liz Mason, CPA, share …

1
The Recognized Authority and AI-Powered Business Leaders, with Alastair McDermott 37:47

16d ago37:47

37:47

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…

1
Geni Whitehouse: Conquering Client Chaos 55:42

21d ago55:42

55:42

With Seth Fineberg for CPA Trendlines Genie Whitehouse, CPA.CITP, the "Countess of Communication" for Brotemarkle, Davis & Co., LLP (BDCo), says you must meet your clients where they are and understand their personalities to better communicate with them. Doing so, she says, will provide the ultimate value for your clients. In this episode, Whitehou…

1
300 Making Your Dream of Working Fewer Hours Attainable 28:16

21d ago28:16

28:16

What to think about (and what not to think!) to bring your hours down off the shelf of “wouldn’t that be dreamy” and make what you want a reality. … Hey CPA firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value y…

1
Steve Yoss, Tech Talk: The Power in Microsoft Power BI for Tax, Accounting and Finance Professionals 2:40

22d ago2:40

2:40

Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual…

1
The Untapped Benefits of a Podcast Co-Host 26:48

24d ago26:48

26:48

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…

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

27d 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
Steve Yoss, Tech Talk: Cloud Computing for Tax, Accounting and Finance Professionals 2:47

29d ago2:47

2:47

Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual…

1
Top Ten Strategies for Effective Management and Organizational Growth - Accounting ARC, Ep. 4 30:45

29d ago30:45

30:45

The takeaways crucial to ensuring sustainability and growth. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation When a CPA realizes his business-owner client has never paid sales tax, it can be a jaw-dropping moment. When a CPA realizes his business-owner client has never paid sales tax, it can be…

1
299 [Hire Well] Leveraging Near-Shore Talent in Guadalajara with Kristen Keats, CPA 29:06

1M ago29:06

29:06

As part of the [Hire Well] series, I talk with Kristen Keats, founder of founder of Breakaway Bookkeeping & Advising, owner of Sherwood Tax & Accounting, founder and client of Cadencia, about how to use near-shore talent in Guadalajara, Mexico, to build a team that works smoothly together. … Hey CPA firm owner, glad you found the podcast. If you fe…

1
Quick Tech Talks with Steve Yoss: When A.I. Does the Heavy Lifting for Tax, Accounting and Finance Professionals 2:13

1M ago2:13

2:13

With Steve Yoss CPE Today Besides OpenAI, Microsoft, Google, Facebook and the others you know,there are a number of really interesting and useful niche AI applications that are popping up as well, says Steve Yoss in this Quick Tech Talk. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss These AI tools can leverage large la…

1
Inspiring People & Places: Highlighting the Human Side of Engineering, with BJ Kraemer 43:32

1M ago43:32

43:32

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 …

1
298 3 Key Factors Driving Sales Multiples with Brannon Poe, CPA 33:18

1M ago33:18

33:18

I get an update from Brannon Poe, CPA, on the marketplace, what’s driving multiples, and how P/E is impacting the space. We also discuss strategies and considerations for selling to an internal staff member. … Hey CPA firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clien…

1
Disruptors: Chase Birky Builds the Anti-CPA Firm 1:09:29

1M ago1:09:29

1:09:29

Don't reinvent the wheel. Join a better wheel. The Disruptors With Liz Farr In the latest episode of "The Disruptors," host Liz Farr talks with Chase Birky, the trailblazing co-founder of Dark Horse, a firm designed to redefine the traditional CPA experience. Born from a vision of a more equitable and efficient CPA firm, Dark Horse provides sole pr…

1
Steve Yoss, Tech Talk: The New Regulatory Framework for Accounting and Finance Professionals 2:31

2M ago2:31

2:31

Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual…

1
Steve Yoss, Tech Talk: The Accountant Jobs A.I. Will Replace in Tax, Accounting and Finance 2:44

2M ago2:44

2:44

Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual…

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

2M 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
297 9 Common Characteristics of Success 20:35

2M ago20:35

20:35

What’s most important to focus on – and where do you not need to focus – in order to make the most progress toward your goals in your accounting practice? I see nine common characteristics among the accountants who’ve made the most progress. Know what they are so you can use your time wisely and not get pulled away by tempting, shiny objects. … Hey…

1
Accountant's Flight Plan: Buy, Build, or Sell Your Firm, with Brannon Poe 26:24

2M ago26:24

26:24

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…

1
Accounting ARC: Unraveling the Collapse of Silicon Valley Bank 50:18

2M ago50:18

50:18

Accounting ARC: Unraveling the Collapse of Silicon Valley Bank With Donny Shimamoto, Liz Mason, and Byron Patrick Center for Accounting Transformation In the labyrinth of financial intricacies, the collapse of a bank sends shockwaves through the economic landscape, leaving stakeholders scrambling for answers. The podcast "Accounting ARC: Unraveling…

1
Steve Yoss, Tech Talk: How to Rescue the Shrinking Tax, Accounting and Finance Profession 2:00

2M ago2:00

2:00

Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual…

1
TRAILER: Steve Yoss, Tech Talk: This Is Steve Yoss. From cpatrendlines.com 2:43

2M ago2:43

2:43

Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual…

1
Q & A: Down to 40 Hours CPA Mastermind 23:17

2M ago23:17

23:17

Wondering if Down to 40 Hours CPA Mastermind is right for you? It might be, if you're a single-owner or partner CPA who wants to work fewer hours without losing revenue. In this short episode, I answer: ✋ Who is it for? (Is it for me?) ✋ How does it work? ✋ What's the time commitment? ✋ What if I'm going on vacation? ✋ Is there a payment plan? ✋ Wh…

1
295 Niche Journey and 5x Higher Prices than 24mo Ago with Sheila Hansen, CPA 33:31

2M ago33:31

33:31

Many CPAs see the value in niching but find it difficult to get started. Sheila Hansen, CPA went from having a wide variety of clients to having a clear, narrow niche with clients whose challenges are consistent. Doing so has helped her standardize and systematize, save time, and increase prices by a factor of five. … Connect with Sheila: Website: …

1
294 On CPAs Going Down to 25 Hours 1:10:48

2M ago1:10:48

1:10:48

I used to think I needed more time. If I just had more time, I could solve so many more problems. But thinking that way never solved enough problems to give me more time. Instead, I maintained a status quo of “never having enough time.” You might want more time. More free time. For your health. For your family. To travel. You might think you need m…

1
Podcast Episode Guide: Structure, Typology, Formats, and Outlines 34:51

2M ago34:51

34:51

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…

1
On a Mission: Introducing Accounting, Reaction, Comedy 1:01:47

2M ago1:01:47

1:01:47

On a Mission: Introducing Accounting ARC With Donny Shimamoto, Liz Mason, and Byron Patrick Center for Accounting Transformation In a universe where financial chaos threatens to overwhelm even the bravest souls, our trio of accounting change agents emerge to restore order, one ledger at a time. These stewards of integrity are uniting to serve the i…

1
293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA 49:54

2M ago49:54

49:54

If you think working only 15 hours per week, taking home almost $200K in Total Owner Benefit, and living stress-free while enjoying your business seems: Insane Impossible The Promised Land Check out Erica Goode, CPA’s playbook for getting it done. … Hey CPA firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own a…

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Brannon Poe Podcasts

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