Tag: poe group podcast
Half a Million in Six Months: How to Transform Firm Value
In this second episode of The Power of Focus Series, Bill and Chris Murphy share how they increased their firm’s value by half a million dollars in six months. They
Navigating the Sale of a CPA Practice From a Seller Turned Intermediary
Barbara Agerton flunked retirement. After selling her California CPA practice, she thought she’d ride off into the sunset with her husband. Instead, she got bored, picked up the phone, and
The Readiness Test: How to Know If You’re Ready to Sell Your Firm
Selling your accounting firm is a major life transition and that often comes with an emotional tax that proper strategy can mitigate. Lisa Handziak, who covers much of the Northeast
Why Now Is the Perfect Time to Build a Firm That Prioritizes Mentorship with Yuri Kapilovich
The best time to build a different kind of accounting firm? Right now, while everyone else is panicking about the talent shortage. Students are avoiding accounting careers, and it’s not
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
A.I, Staffing Challenges, and the Future of the Accounting Industry: Top Podcast Roundup of 2025
You made it through another year. Another busy season, another round of client deadlines, another stretch of wondering if there’s a better way to do this work you care about
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
ACCOUNTANT’S FLIGHT PLAN PODCAST
Tune in to Accountant’s Flight Plan to hear from the best and brightest in the accounting industry on insights that will elevate your practice.
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