Category: Coaching
PE is Moving Into Accounting – Here’s What I Heard at Harvard
I recently spent a Saturday in Boston at the Venture Capital and Private Equity Conference hosted by Harvard Business School. While we have extensive experience working with private equity in...
AI Won’t Replace CPAs. It’ll Free Them to Do Work That Actually Matters
The firms winning with AI aren't the ones implementing every tool they can find. They're the ones being strategic about what actually moves the needle.
The Retention Advantage: How CPA Firms Win the Talent Game
If your best accountants are walking out the door, it’s probably not about the money. In this episode, Tim Schurrer (CEO of David Novak Leadership and author of “The Secret...
When Internal Succession Fails: Why Multi-Partner CPA Firms Are Turning to External Sales
You’ve spent years developing your next generation of partners, but what happens when they don’t want to lead, can’t secure financing, or simply aren’t the right fit to take over?...
From Survival Mode to Sustainable Success in Your CPA Firm with Lisa Smith
We sat down with Lisa Smith who is a functional medicine dietitian, gut-health expert, and founder of Lisa Smith Wellness. She explains the realities of deep stress and the health...
Talent Shortage & Burnout in Accounting Firms: How to Solve the Growth Barrier
The talent shortage isn’t just a staffing challenge, it’s a barrier to growth for firms that sit in an awkward middle space of being large enough to demand real infrastructure,...
Building Trust and Value In Your Accounting Firm Through Marketing with Kristen Corey
In this episode of The Accountant’s Flight Plan Podcast, we sit down with Kristen Corey, founder of MediaBooks Agency, to talk about how accountants can use marketing to strengthen their...
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...
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