Category: Coaching
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...
Talent Shortage & Burnout in Accounting Firms: How to Solve the Growth Barrier
The talent shortage isn’t just a staffing challenge, it’s a barrier to growth for firms that sit in an awkward middle space of being large enough to demand real infrastructure,...
Building Trust and Value In Your Accounting Firm Through Marketing with Kristen Corey
In this episode of The Accountant’s Flight Plan Podcast, we sit down with Kristen Corey, founder of MediaBooks Agency, to talk about how accountants can use marketing to strengthen their...
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...
Internal vs. External Succession: Which Path Fits Your Accounting Firm?
For firms in the seven and eight-figure gross revenue range, options for succession are rapidly changing. Traditionally, succession meant transitioning ownership to younger partners inside the firm with extensive buyout...
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...
Reduce Staff Turnover Through Cutting-Edge Technology with Dominic Piscopo
Providing Salary Transparency to Practitioners In this episode of the Accountant’s Flight Plan Podcast, Dominic Piscopo shares with Brannon about his startup–Big4Transparency. This service provides accounting firms with data around...
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