Niching your CPA firm – with Brandon Hall (Podcast)

Real Estate CPA podcast

 

It’s no coincidence that niche rhymes with rich.

Brandon Hall is the CEO of the Real Estate CPA. His company provides advisory, accounting and tax services to real estate investors. Brandon is also a CPA and a national speaker. Listen in about how he built his fast-growing, highly focused CPA firm, and his unique insights into the world of accounting and real estate.

If you have been thinking about differentiating yourself by narrowing your focus, then you don’t want to miss this one!

 

 

 

Some important parts to highlight:

01:00 – About Brandon & how he chose accounting.

5:15 – How did you get into the real estate niche?

12:45 – What would you say to the CPA who’s afraid to narrow their focus?

17:05 – Do you also invest in real estate or partner with clients?

20:45 – Describe your ideal client.

25:40 – Business lessons learned from some of your most successful clients.

27:00 – Where do you see your practice going in the next 5 to 10 years?

29:50 – Brandon’s book recommendation: How to Win Friends and Influence People by Dale Carnegie.

30:47 – One last bit of advice.

34:30 – Connect with Brandon & The Real Estate CPA via his website or LinkedIn. For tax tips and insights in the world of real estate investing, check out Brandon’s podcast that he hosts with Thomas Castelli, the Real Estate CPA podcast.

 

(If you would prefer to watch this podcast recording, see it on YouTube.)

 

About Brandon Hall: Brandon is a Certified Public Accountant, national speaker, and is the Founder/CEO of The Real Estate CPA. Brandon works with real estate investors, syndicates, and private equity funds to optimize tax positions and streamline accounting and business functions. He believes that real estate investing is critical to building sustainable and generational wealth. Brandon worked at PricewaterhouseCoopers and Ernst & Young prior to launching his own CPA firm, Hall CPA PLLC (The Real Estate CPA). Through the knowledge gained by working with real estate investors, Brandon invests in multi-family properties personally.

 

About Brannon Poe:  Brannon is the founder of Poe Group Advisors and has been facilitating successful accounting practice transitions throughout the US and Canada since 2003. He is also the creator of Accounting Practice Academy™. Brannon is the author of the Accounting Practice Insights Blog and hosts the Accountant’s Flight Plan” podcast with other top thought-leaders in the accounting profession. Brannon is an E&Y alumnus. He has worked with some of the most successful and seasoned CPAs in the industry and has been privy to the behind-the-scenes methods that these clients have used to build highly profitable practices along with capable and independent teams. Brannon has authored multiple books, including “Accountant’s Flight Plan – Best Practices for Today’s Firms” (published by both the AICPA and CPA Canada) and “On Your Own: How to Start Your Own CPA Firm,” Second Edition (published by the AICPA). Brannon is passionate about entrepreneurship and is the president of EO Charleston (Entrepreneur’s Organization).

 

Accounting Practice Academy