Tag: growing your accounting firm
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
How to Scale Beyond Scrappy: Brannon Poe Talks Firm Growth on Accounting Today
In an episode of On the Air with Accounting Today, Brannon joined editor-in-chief Dan Hood for a candid and insightful conversation about what it really takes for accounting firm owners
Former Seller Raffi Yousefian Talks About How Niching Down Transformed His CPA Firm
From A Big Four Firm to Entrepreneurship In this special episode of The Accountant’s Flight Plan, Brannon sat down with Raffi Yousefian, a NY/DC-based CPA and entrepreneur, to discuss his
Brannon Poe Talks Private Equity Interest in Seven to Eight Figure Firms and General M&A on “On the Air with Accounting Today”
I recently had the pleasure of joining Dan Hood, Editor-in-Chief of Accounting Today, on his podcast On the Air with Accounting Today to discuss one of the biggest shifts we’re
Pricing Accounting Practices on EBITDA? Why CPA Firms Are Commanding Higher Multiples and How to Maximize Your Valuation
CPA firms are quietly becoming some of the most sought-after acquisition targets in the lower middle market. And for good reason: recurring revenue, embedded client relationships, and the trusted role
Navigating the Future of Accounting Through AI and Adaptation with Dan Hood of Accounting Today
The Evolution of an Industry in Real Time In this episode of the Accountant’s Flight Plan Podcast, Brannon Poe is joined by Dan Hood, Editor-in-Chief at Accounting Today, to explore
Navigating CPA Firm Partnerships: Preventing and Resolving Potential M&A Challenges
When it comes to partnerships, some of the most common pitfalls that we see CPA firms face are growth decision-making conflicts and exit strategy misalignment. Left unaddressed, these issues can
The Top 5 Blog Posts from the Past Year: Insights for CPA Firms
As we ring in a new year and gear up for the next tax season, it’s time to look back at the articles that resonated most with our audience. From
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