Category: Transition & Retention
Building a Cloud-Based Accounting Firm with Ryan Lazanis(Podcast)
Recently, Brannon had an exciting conversation with Ryan Lazanis. Ryan is a CPA who considers himself more of an entrepreneur than an accountant. In 2013 he founded a fully cloud-based accounting...
Cut owner hours through tools and delegation- Brad Stevens ( Podcast)
If you want to get out of the bottleneck position in your firm, you have to delegate. The first step toward delegating is Auditing Your Time. Brad’s advice, “Audit yourself…for...
Streamline Your CPA Practice – Mitch Baldridge APA Case Study (podcast)
Mitch Baldridge is a CPA based in Houston, Texas and he has been steadily growing his firm, Baldrige CPA, since going out on his own in 2014. His first year,...
How to Grow Your Firm with Intention and Take Time Off- AICPA Interview
Brannon was recently interviewed on the AICPA podcast, The Journal of Accountancy. It is up on their website here for you to take a listen. Courtney Vien, senior editor with...
When do I tell my staff that I’m selling?
If you’re preparing for a sale of your accounting practice, it’s normal to feel nervous about leaving key staff out of the loop. After all, they’re like family. Maybe they...
Debbie Engle: An APA Member Testimonial Blog
When we developed Accounting Practice Academy, we knew we had the big picture ideas of the workshop, but we looked to firm owner contacts of ours to help us hone...
What you need to know about Crypto Currency Taxation (Podcast)
(Our little podcast that started organically with a little luck and a nudge from Ric Payne, is starting to get some real traction. Accordingly, we have a brand-new logo (above)...
Gnarly stories about remote working at a cloud-based accounting firm – podcast with Carrie and Sean Mulrooney
We had an incredibly insightful conversation with Carrie and Sean Mulrooney about the finer points of remote working. This husband and wife team hired Poe Group Advisors to sell their...
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