Category: Coaching
Celebrating 100 Episodes: An Inside Look at Building a Business and Growing a Podcast with Brannon Poe
Reaching 100 episodes is no small feat, and The Accountant’s Flight Plan Podcast has officially hit that milestone! To mark the occasion, Ian Brennan (Creative Director at Poe Group Advisors)...
Navigating Partner Issues in your CPA Firm
Accounting and CPA firms play a crucial role in the financial health of businesses, yet they often face significant partner-related challenges that can impede the health of their firms. Unfortunately...
Deal Making (M&A) Observations on Private Equity in the Accounting Industry
Always remember – It’s all about the fit. An initial heavy focus on fit rather than the transactional elements of a deal is the best way to approach a potential...
Building a Profitable CPA Firm to Support A Healthy Lifestyle – Podcast
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...
Maximizing Your Accounting Firm’s Value with Brannon Poe From Blake Oliver’s The Accounting Podcast
Maximizing Your Accounting Firm’s Value with Brannon Poe From Blake Oliver’s The Accounting Podcast Brannon was a guest on Blake Oliver’s The Accounting’s Podcast–a very special episode that we are...
TWO POWERFUL THINGS ACCOUNTING FIRMS SHOULD DO AFTER TAX SEASON
Re-cap the season. Write things while they are fresh on your mind. We think we will remember, but it’s amazing what we do in fact forget. These notes can be...
The Art of the Bill- Price Increase Letter Template for Accountants
If you would like some help with a price increase letter, please download your template here. Say what you will about lawyers, I know this much to be true: they...
Unlocking the Magic of Advisory Opportunities for Accountants – Podcast with Geni Whitehouse
Tax season is nearly upon us and some of you may have found yourself providing advisory services since last April. In this episode, I interview Geni Whitehouse, CPA, co-founder of...
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