Optimize Your Practice

Several tools can help owners improve their accounting practices. Our books — Accountant’s Flight Plan and On Your Own, published by the American Institute of Certified Public Accountants (AICPA) and presented in workbook style — are a great place to start. Both books include stimulating questions at the end of each chapter. For the latest insights, check out our podcasts with industry thought-leaders.

Accountant's Flight Plan


Accountant’s Flight Plan is filled with practical, time-tested strategies to help take your practice to a higher level. Using real-world scenarios, practice owner testimonials and written exercises, certified public accountant Brannon Poe offers keen insights for developing customized, straightforward approaches.

You’ve got to have a plan. Whether you are a prospective practice owner or seasoned veteran, Accountant’s Flight Plan will help you reach your destination with greater surety, success and satisfaction.

Helping You:

  • Hone your focus, eliminate frustration and grow your bottom line;
  • Achieve meaningful work-life balance while increasing profitability;
  • Add more value for clients;
  • Better manage or eliminate difficult and slow-paying clients;
  • Improve billing rates;
  • Increase new business through referrals; and
  • Enhance the value and salability of your practice.

On Your Own

Going solo doesn’t have to be a game of trial and error. Careful planning can make it one of the most rewarding decisions of your accounting career. The second edition of On Your Own, revised by Brannon Poe, leads the new solo practitioner through each stage of creating a firm, bringing vision to reality and nurturing the practice to make that reality a success.

On Your Own has five parts that take you chronologically from start to success. Each chapter is rich with strategies as well as stimulating follow-up questions to help you define your goals and plans.

Encouraging You To:

  • Create concise mission and vision statements;
  • Establish goals, standards, attitude and skills that reflect a successful practitioner;
  • Anticipate financial needs;
  • Define family involvement;
  • Shift from employee to owner;
  • Understand potential stumbling blocks;
  • Advance your practice with a specialty;
  • Decide whether to buy a practice;
  • Choose a form of organization for your practice;
  • Build client relationships;
  • Stay focused on the future and more.

Recent Articles

Stumbling blocks to starting your own CPA Practice

Potential problems to starting a CPA practice include an insufficient client base and partner mismatch.   This article first appeared in The CPA Insider™.   As with any new business, a CPA practice requires time, money, energy, and creativity. By planning in advance, you can better anticipate your challenges and create solutions beforehand. Despite planning […]

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You are only as good as your best clients

  One of my best clients told me that! What is it about people who build successful businesses? Do you have clients like this? Do you understand them because if you do, they can be a heck of a lot of fun to work with. These people are likely NOT only interested in compliance work. […]

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Post-Merger Integration

  If you are acquiring an accounting practice, expediting the integration of staff is important.  The sooner you can tap into the talent of the people from the target firm, the sooner your bottom line increases.  That sounds really simple and obvious doesn’t it?  The key is in the execution.   Here are 3 crucial […]

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