Ravi Patel

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

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

Purchasing an Accounting Firm - Experience Share with Ravi Patel

Roger Knecht

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 offeringsStaffing issues and solutions  What drives practice value and client retention Improving time management and profits 

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:<ul><li>Opportunities in the profession </li><li>Service offerings</li><li>Staffing issues and solutions  </li><li>What drives practice value and client retention </li><li>Improving time management and profits </li></ul>

Accounting Practice Management Insights- Podcast with Roger Knecht

Jordan Vickery

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. 

In this podcast, Jordan (of <a href="https://teamtroika.com/" rel="nofollow" target="_blank">Troika</a>) 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.

How to Intentionally Market Your CPA Firm with Jordan Vickery

Marcey Rader

 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!  

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!

CPA Firm Productivity and Staff Retention  - Podcast with Marcey Rader

Rob Buffington Podcast

Rob Buffington

 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.  

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.

Hiring Remote Accounting Staff with Rob Buffington Podcast

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) 

In this episode we dove into: <ol><li>How marketing and branding impact your practice </li><li>Staffing and retention </li><li>Jessica’s possible acquisition (I always love to hear about how people approach acquisitions.)</li><li>Vacation! (Jessica is the reason we have our book<a href="https://poegroupadvisors.com/unplugged/" rel="nofollow" target="_blank"> The Unplugged Vacation)</a> </li></ol>

Acquisitions, Marketing and Running a Good Business.

How to Hire Staff for an Accounting Firm- Topgrading Podcast

Jody Grunden

Start-up to 10 Million Dollar Virtual CPA Firm- Podcast with Jody Grunden

Susan Bryant

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. 

Susan Bryant, recognized as one of the Top 50 Women in Accounting (Ignition 2021) and firm owner of <a href="https://www.mbgcpa.com/?utm_source=google&amp;utm_medium=organic&amp;utm_campaign=gmb" rel="nofollow" target="_blank">MB Group in Plano TX</a>, joins us on this episode to discuss staffing, pricing, and client acquisition from an insightful, high level POV.

Solutions For Staffing Your CPA Firm with Susan Bryant

Loren Fogelman

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 strategies. 

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 strategies.

Increasing income without increasing hours in your accounting firm with Loren Fogelman

Discussions around Accounting Practice Sales, Mergers, Acquisitions, management and development.

Love what you’re doing! Thanks for recommending listening to Anna.  Her insight was fantastic!  The Army sent me to a three day course on bridging the generational gap and she was spot on with a bunch of it as well as really drove home some other things.  Got me thinking about our product and how we’re doing with it generationally.

Awesome content! Glad I found this!

Accountant's Flight Plan Podcast

Rita Keller

Rita is a nationally known CPA firm management consultant, speaker and author. She has been repeatedly named to Accounting Today’s list of Top 100 Most Influential People in Accounting. CPA Practice Advisor has also named Keller one of The Most Powerful Women in Accounting. Keller confers with some of the most respected consultants to the CPA profession. These relationships allow her to maintain a keen sense of what CPA firms are facing nationwide.

Rita is a nationally known CPA firm management consultant, speaker and author. She has been repeatedly named to Accounting Today’s list of Top 100 Most Influential People in Accounting. CPA Practice Advisor has also named Keller one of The Most Powerful Women in Accounting. Keller confers with some of the most respected consultants to the CPA profession. These relationships allow her to maintain a keen sense of what CPA firms are facing nationwide.

Top Three Issues Facing Accounting Firms today - with Rita Keller

A conversation between Brannon Poe and Drew Keasler about Drew’s purchase of a CPA practice and subsequent growth.

Buying a CPA Practice and Growing it

Jason Ding

Jason Ding is our latest guest to sit down for a conversation with Brannon. Jason is a young practice owner who purchased his CPA firm in the Vancouver, BC area through Poe Group Advisors in 2018. Jason is the proud owner of Jason Ding, CPA Inc., which provides accounting, tax and consulting services. What’s really interesting about his story is just how he’s grown his CPA firm since purchasing. He made some very bold moves! Listen in to find out how he went about driving exponential growth.

Jason Ding is our latest guest to sit down for a conversation with Brannon. Jason is a young practice owner who purchased his CPA firm in the Vancouver, BC area through Poe Group Advisors in 2018. Jason is the proud owner of Jason Ding, CPA Inc., which provides accounting, tax and consulting services. What’s really interesting about his story is just how he’s grown his CPA firm since purchasing. He made some very bold moves! Listen in to find out how he went about driving exponential growth.

Buying a CPA Practice and then growing it - with Jason Ding

Tate Henshaw

If you are thinking about modernizing your firm, you don’t want to miss this podcast. Brannon recently sat down with Tate Henshaw to discuss the ins and outs of transitioning a traditional firm over to a cloud-based firm.Tate led the charge transitioning Polay+Clark from server to cloud, which led to his current position at Xero as a local ambassador in the Atlanta area, sharing insights from his experience running a cloud-based practice. Tate was also recently named a 2019 “40 under 40 Honoree” by CPA Practice Advisor.

If you are thinking about modernizing your firm, you don’t want to miss this podcast. Brannon recently sat down with Tate Henshaw to discuss the ins and outs of transitioning a traditional firm over to a cloud-based firm.Tate led the charge transitioning Polay+Clark from server to cloud, which led to his current position at Xero as a local ambassador in the Atlanta area, sharing insights from his experience running a cloud-based practice. Tate was also recently named a 2019 “40 under 40 Honoree” by CPA Practice Advisor.

Transitioning to the Cloud with Tate Henshaw

Danetha Doe

Danetha Doe is the creator of Money &amp; Mimosas and host of the Future of Accounting podcast. Named a millennial thought leader by the Hong Kong Institute of CPA's and a next-generation accountant by Quickbooks, Danetha’s blog and podcast reaches thousands of millennials and accountants eager for advice on how to create financial independence.

The Future of Accounting - with Danetha Doe

Shannon Hay

Shannon is the Vice President of lending for accounting and tax professionals at Live Oak Bank. He can provide loans in all 50 states of the US. He was recruited to launch the accounting and tax vertical in 2017 after successfully launching a similar program at another top 25 SBA lender. Shannon has over two decades of banking experience and has worked in a number of small business initiatives. He spent the beginning part of his career in the special assets group of a niche lending division at one of the nation’s largest banks, assisting in the sale of professional practices. This knowledge helps him understand the importance of the deal flow and striving to always keep the deal moving forward. As well, he is committed to the accounting profession, attending all major accounting trade shows annually, meeting with industry experts and constantly staying in front of trends in the accounting world. To learn more, please visit the Live Oak/Poe Group landing page.

Shannon is the Vice President of lending for accounting and tax professionals at Live Oak Bank. He can provide loans in all 50 states of the US. He was recruited to launch the accounting and tax vertical in 2017 after successfully launching a similar program at another top 25 SBA lender. Shannon has over two decades of banking experience and has worked in a number of small business initiatives. He spent the beginning part of his career in the special assets group of a niche lending division at one of the nation’s largest banks, assisting in the sale of professional practices. This knowledge helps him understand the importance of the deal flow and striving to always keep the deal moving forward. As well, he is committed to the accounting profession, attending all major accounting trade shows annually, meeting with industry experts and constantly staying in front of trends in the accounting world. To learn more, please visit the Live Oak/Poe Group landing page.

Lending insights for Accounting and Tax Professionals - with Shannon Hay

David Cristello

Learn how David decided to focus on workflow, a particular pain point for most accounting owners.

A conversation with the founder of Jetpack Workflow, David Cristello

Joanne Black

Brannon recently sat down with Joanne Black, America’s leading authority on referral selling. A captivating speaker and innovative seminar leader, Joanne is changing the definition of rainmaker. Referral selling generates revenue faster than any other business development method, while decreasing costs, eliminating the competition, and gaining new clients more than 50% of the time.

Brannon recently sat down with Joanne Black, America’s leading authority on referral selling. A captivating speaker and innovative seminar leader, Joanne is changing the definition of rainmaker. Referral selling generates revenue faster than any other business development method, while decreasing costs, eliminating the competition, and gaining new clients more than 50% of the time.

Referral Selling with Joanne Black

Ron Baker

Many of you we presume are already familiar with Ron Baker because he truly is a trailblazer in the accounting industry. If this if your first time hearing Ron speak, then you are in a for a real treat!Ron is essentially the father of “value-pricing” in the accounting world. We could not be more excited to share his and Brannon’s conversation with you. In 1989 he first began switching from charging for time (billable hours) to charging fixed prices for value delivered.

Many of you we presume are already familiar with Ron Baker because he truly is a trailblazer in the accounting industry. If this if your first time hearing Ron speak, then you are in a for a real treat!Ron is essentially the father of “value-pricing” in the accounting world. We could not be more excited to share his and Brannon’s conversation with you. In 1989 he first began switching from charging for time (billable hours) to charging fixed prices for value delivered.

Why CPAs should switch to Value Pricing - with Ron Baker

Amy Vetter

Brannon recently had an enlightening conversation with Amy Vetter. Listen in on their conversation about work life balance, which helps create a more productive work-force and a more productive you. Amy Veter is a CPA, author, teacher, public speaker and yoga studio owner. In this podcast, Amy gives us insight into the contentment she feels in business and life by living a purposeful, mindful, relaxing and productive life. We highly recommend you listen to the business and life advice Vetter has to contribute in this podcast.

Brannon recently had an enlightening conversation with Amy Vetter. Listen in on their conversation about work life balance, which helps create a more productive work-force and a more productive you. Amy Veter is a CPA, author, teacher, public speaker and yoga studio owner. In this podcast, Amy gives us insight into the contentment she feels in business and life by living a purposeful, mindful, relaxing and productive life. We highly recommend you listen to the business and life advice Vetter has to contribute in this podcast.

Work-Life Balance - with Amy Vetter

Ryan Lazanis

Ryan shares on this podcast how he started his completely cloud-based firm and how there was originally a good deal of push back from other CPAs. He had a revolutionary vision to create not just good client service, but to create an incredible client experience. He also wanted a fun workplace for himself and his workforce that allowed for flexibility and required less of the aspects of the accounting business that he found mundane. Ryan succeeded.

Ryan shares on this podcast how he started his completely cloud-based firm and how there was originally a good deal of push back from other CPAs. He had a revolutionary vision to create not just good client service, but to create an incredible client experience. He also wanted a fun workplace for himself and his workforce that allowed for flexibility and required less of the aspects of the accounting business that he found mundane. Ryan succeeded.

Building a Cloud-Based Accounting Firm - with Ryan Lazanis

Peter Jamack

Blockchain Technology has the potential to make a big impact in the financial industry. Find out the major concepts behind how it works and get a better understanding of it's possible uses.

Blockchain Technology has the potential to make a big impact in the financial industry. Find out the major concepts behind how it works and get a better understanding of it's possible uses.

Accounting & Blockchain - with Peter Jamack

Blake Oliver

Blake Oliver is our latest guest to sit down for a conversation with Brannon. Blake is an entrepreneur, accountant, writer and speaker who specializes in cloud accounting technology. He is the Director of Product Marketing for FloQast. In 2016 and 2017, he was named a “40 Under 40” in the accounting profession by CPA Practice Advisor. I had the pleasure of meeting Blake and David at a CalCPA event to celebrate new licensees.  Blake recently became a CPA. Listen to the podcast to gain more insight into how Blake created and sold his cloud-based accounting practice.

Blake Oliver is our latest guest to sit down for a conversation with Brannon. Blake is an entrepreneur, accountant, writer and speaker who specializes in cloud accounting technology. He is the Director of Product Marketing for FloQast. In 2016 and 2017, he was named a “40 Under 40” in the accounting profession by CPA Practice Advisor. I had the pleasure of meeting Blake and David at a CalCPA event to celebrate new licensees.  Blake recently became a CPA. Listen to the podcast to gain more insight into how Blake created and sold his cloud-based accounting practice.

Making Processes with Blake Oliver - Podcast

Chris Sloan's philosophy on law is very much aligned with Poe Group Advisors' experience in helping clients with the purchase and sale of CPA firms.  Learn how a concise contract can save you time, money and frustration on both sides of the agreement without sacrificing legal protection.

How Good Legal Contracts Impact Your Business

Sean Mulrooney

Remote

Carrie and Sean have some great insights to the process of owning, hiring, training, and working remotely in a virtual world that may be new to many. They were the owners of Gnarlybooks.ca and managed a team of 14 remotely throughout Canada. They operated a full-service cloud-based bookkeeping and accounting firm with the fundamental concept of ‘Helping More’. With this belief, all decisions, operations, and approaches were based on this core philosophy at GnarlyBooks. This certainly pertains to employee retention, motivation, and engagement as much as it pertained to both customer satisfaction and business growth.

Carrie and Sean have some great insights to the process of owning, hiring, training, and working remotely in a virtual world that may be new to many. They were the owners of <a href="http://Gnarlybooks.ca" rel="nofollow" target="_blank">Gnarlybooks.ca</a> and managed a team of 14 remotely throughout Canada. They operated a full-service cloud-based bookkeeping and accounting firm with the fundamental concept of ‘Helping More’. With this belief, all decisions, operations, and approaches were based on this core philosophy at GnarlyBooks. This certainly pertains to employee retention, motivation, and engagement as much as it pertained to both customer satisfaction and business growth.

Gnarly stories about remote working at a cloud-based Accounting Firm with Carrie and Sean Mulrooney - Podcast

Peter Margaritis

Please join us for an enlightening and light-hearted podcast with Peter Margaritis. Peter is also known as “The Accidental Accountant.” He is a CPA, author, podcast host, world renowned speaker and “Chief EDUtainment Officer.” Listen in to learn how you can incorporate improv with your business. It is especially useful when you need to get the creative ideas from your team out on the table AND tighten up those bonds while working remotely.

Please join us for an enlightening and light-hearted podcast with Peter Margaritis. Peter is also known as “The Accidental Accountant.” He is a CPA, author, podcast host, world renowned speaker and “Chief EDUtainment Officer.” Listen in to learn how you can incorporate improv with your business. It is especially useful when you need to get the creative ideas from your team out on the table AND tighten up those bonds while working remotely.

Fun While Creatively Navigating 2020 with Peter Margaritis - podcast

Ed Mendlowitz

This podcast is definitely worth your time especially now as tax season is ramping up! Ed gives some great advice for streamlining and saving time during tax season.We recorded this podcast with Ed Mendlowitz in January of this year. This podcast episode was full of so many great tax season tips, we decided to share again. It will help you get ready for any tax season! Ed brings a ton of experience and understanding for accountants, we know you will enjoy.

This podcast is definitely worth your time especially now as tax season is ramping up! Ed gives some great advice for streamlining and saving time during tax season.We recorded this podcast with Ed Mendlowitz in January of this year. This podcast episode was full of so many great tax season tips, we decided to share again. It will help you get ready for any tax season! Ed brings a ton of experience and understanding for accountants, we know you will enjoy.

Streamlining Tactics for Tax Season - Podcast with Ed Mendlowitz

David Spray

Brannon recently had the pleasure of being a guest on David Spray’s IC-DISC show podcast. Listen in for a candid recap about ideal clients, accounting practice values, financing of accounting practices, and the biggest misconceptions about buying and selling accounting practices.

Brannon recently had the pleasure of being a guest on David Spray’s IC-DISC show podcast. Listen in for a candid recap about ideal clients, accounting practice values, financing of accounting practices, and the biggest misconceptions about buying and selling accounting practices.

IC-DISC show Ep010 with David Spray - podcast

Ben Richmond

Did you know that currently in the U.S., only about 10% of firms are cloud-based; whereas in Australia and New Zealand the rate is around 50%? Also, did you know that cloud firms typically sell for much higher multiples than traditional firms? Why is that?Listen in on Brannon’s conversation with Ben Richmond, who is the Vice President of Business Growth for the accounting software company Xero to learn more.

Did you know that currently in the U.S., only about 10% of firms are cloud-based; whereas in Australia and New Zealand the rate is around 50%? Also, did you know that cloud firms typically sell for much higher multiples than traditional firms? Why is that?Listen in on Brannon’s conversation with Ben Richmond, who is the Vice President of Business Growth for the accounting software company Xero to learn more.

Cloud Accounting with Xero's Ben Richmond - podcast

Anna Liotta

This week, Brannon sat down with Anna Liotta for a podcast you DO NOT want to miss! This isn’t your typical accounting podcast, as they discuss generational differences in the workplace and the importance of understanding them to run a successful company. No wonder Fortune 500 companies keep bringing Anna back to talk about generational codes and the large impact they make on a business’ success!

This week, Brannon sat down with Anna Liotta for a podcast you DO NOT want to miss! This isn’t your typical accounting podcast, as they discuss generational differences in the workplace and the importance of understanding them to run a successful company. No wonder Fortune 500 companies keep bringing Anna back to talk about generational codes and the large impact they make on a business’ success!

Generational Differences with Anna Liotta (podcast)

The best podcasts about ourselves as well as the world through the lense of Science. Specific topics include things about our brain, emotions to biology, physics and more!

Best Episodes on Science, Humans & The World

The best philosophy podcast episodes. Asking questions about how to live a better life, what it means to be and do good, to the idea of God. This topic includes episodes that bring about important questions that everyone should be asking themselves. Add episodes you're interested into your queue below!