Category: Transition & Retention
How to Get Referrals for Clients and Staff in Your Accounting Firm – Podcast with Bill Cates
Do you struggle with leveraging your network to gain new accounting referrals? Looking for new strategies to convert your current clients into referral generators? Bill Cates, expert in acquiring new...
Prepare Your CPA Firm For A Sale- Audiobook
Have you heard? We wrote another book, Prepare Your CPA Firm For A Sale: How to reduce owner hours, increase profitability and transform your practice. This book has actionable practice management...
Hiring a CPA- Podcast with Accountests’ Giles Pearson
Calling all firm owners looking to hire! On this episode of Accountant’s Flight Plan, We interviewed Giles Pearson, former partner of PWC & co-founder of Accountests. Giles shares how Accountests...
Leadership and Practice Management – Podcast with Randy Crabtree
You do not want to miss this episode of Accountant’s Flight Plan! Randy Crabtree, former general tax practice owner, and current specialty tax prep firm owner, discusses the impacts of...
CPA & Accounting Practice Due Diligence
Due Diligence in an accounting practice sale always varies from buyer to buyer, but I’ve talked with buyers who like to start the purchase process something like this: “Hello, my...
Purchasing an Accounting Firm – Experience Share with Ravi Patel
In this episode of Accountant’s Flight Plan, we got to chat with one of our recent firm buyers, Ravi Patel. Ravi purchased his latest firm in 2022 through Poe Group...
Accounting Practice Value- Know Your Firm’s Worth
You want to be valued, not flattered. Why is this important for selling your accounting firm? Let me explain. There is an acquisition strategy common in the private marketplace that...
CPA Firm Productivity and Staff Retention – Podcast with Marcey Rader
“Health powers productivity”- Marcey Rader Are you productive WITH healthy boundaries around your time? We recently had productivity expert, Marcey Rader, on the Accountant’s Flight Plan Podcast to chat with...
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