Category: Transition & Retention

Accountants’ Flight Plan Podcast- Best of 2021
It is hard to believe that 2021 is coming to a close. As the year wraps up, our team thought it would be fun to take a look at our...

Take A vacation From your Accounting Firm
With the holidays upon us, I wanted to send everyone a friendly reminder to take time off. “Work to live, don’t live to work!” I have been advising the readers...

What you need to know before starting your accounting firm- Advice from the top thought leaders
I have been podcasting now for several years and I always ask my guests what advice they have for the audience. Ian on our team complied a video with...

How to make your Accounting firm more valuable (Podcast)
A conversation on Cash-flow, Cloud Accounting firms, Multiples and Everything In between Check out our latest podcast with Geraldine Carter on her show “Business Strategy for CPAs.” We discussed how...

Make time to work ON your business not IN it
My team and I have decided it’s time to take a bird’s eye look at our own business. We hired a company called Sagacious Partners to implement a system called...

Automating your Accounting firm with Jetpack Workflow’s CEO, David Cristello (Podcast)
“When we interview firms on our podcast and we get a little blurb from them, ‘I got to a million in 24 months, I got to a million in 12...

Why You Need to Leave Billable Hours Behind with Geraldine Carter | Accountant’s Flight Plan Podcast
“Usually, the CPA is so busy with their head down just trying to fulfill orders, that they don’t hear the client going, ‘help help help me make my business more...

Selling an Accounting Practice- Deal Comparison
TRANSACTION AFTER CLOSE WITHOUT AN INTERMEDIARY- Transition is lengthy with an uncertain end. Differences between buyer and seller as to management of the firm are common. When it comes to...
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