Category: Podcasts

The Gap Between Financial Success and Fulfillment
Brian Gray made partner at a top 100 CPA firm, built a career advising billionaires and high net worth families on complex tax strategies, and then realized that none of...

Right People, Right Seats: How EOS Helps CPA Firm Owners Build Teams That Scale
Meghan Hickman has spent over three years as our EOS implementer at Poe Group Advisors, and this conversation is one we have been looking forward to sharing. Meghan works with...

The Ideal Practice Model: Seven Areas That Transform a CPA Firm
Joe Woodard has trained over 150,000 accounting professionals and spent his career studying what separates firms that grow from firms that stay stuck. His answer? It almost always starts with...

The Power of Focus Series
Welcome to the Power of Focus, a mini-series produced in partnership with Accounting Practice Academy. Throughout the series, you’ll hear from APA alumni, members of our Poe Group team, and...

Focus Works Every Time: Closing Out the Power of Focus Series
Seven episodes. Dozens of real-world examples. One recurring answer. Brannon Poe and Ian Brennan sit down one more time to close out the Power of Focus series. Throughout this series,...

What Buyers Are Really Looking For
A niche accounting firm with 45% cash flow and 1,500 owner hours sold for 5.6 million dollars on 2.6 million in revenue. That is the kind of result possible when...

How Choosing Better Clients Builds More Profitable Accounting Firms
Ric Payne has been thinking about how accountants build better practices for decades. If you have been in the industry for a while, you likely know about Ric Payne. He...

How a $1.5M Firm Grew to $7M Organically with Jason Ackerman
Jason Ackerman, Co-Managing Partner at BNA Advisors, helped grow the firm from a $1.5 million firm to over $7 million organically, without acquiring a single practice. He joined his father’s...
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