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Accountant's Flight Plan

Brannon Poe; Poe Group Advisors

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Welcome to The Accountant's Flight Plan, where we guide you toward building a top-tier CPA firm that you would want to buy. With over 20 years of working with accountants in mergers and acquisitions, Brannon Poe, CPA delves into engaging and vital topics with industry leaders. Unpacking everything from transition planning and accounting practice sales to practice management and firm development, Brannon equips you with the tools you need to build the practice of your dreams. Whether you are ...
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Welcome to Talking Hospitality, where we’re all about real conversations, fresh insights, and actionable solutions for today’s hospitality leaders. Whether you’re managing a restaurant, running a hotel, or leading a team in hospitality, this podcast brings together industry pros with one goal: to help you tackle challenges, stay ahead of trends, and lead with confidence. Hosted by Timothy R Andrews, Tracey Rashid, and Joe McDonnell, each episode dives into hot topics—think recruitment strate ...
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Small Law Firms often start from the practice of law and not as a business venture. This ends up causing the growth of the firm to be much longer and more painful than it needs to be. If you started a Law Firm with the intention of increasing your impact, freeing up your time and having all the money you will ever need then the strategies we discuss will be priceless for you. Profit with Law is a show focused on the business of running a law firm as a profitable venture. Packaging and pricin ...
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A Better Way To Me

Sareena Jimenez - Accountability Coach

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Do you struggle to feel present with your littles because you have a running to do list in the back of your head?Are you tired of feeling like your on call 24/7 as a mom wife and entrepreneur?Or do you even struggle with calling yourself an entrepreneur since you are a STAHM that doesn’t even contribute financially to her home?Are you ready to step into this new life and learn how to make the best of it and feel successful whether you are making $100 a month or $100k a month?In this podcast ...
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Send us a text Shownotes can be found at https://www.profitwithlaw.com/507. Most law firm owners spend years grinding, wondering why real growth feels slow—and why building and keeping an A-team seems impossible. In Episode #507, Moshe Amsel sits down with Orlando’s renowned “lawman,” Bill Umansky, founder of Umansky Law, for an honest, tactical co…
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In this episode of The Accountant’s Flight Plan Podcast, we sit down with Kristen Corey, founder of Media Books Agency, to talk about how accountants can use marketing to strengthen their brand, attract ideal clients, and communicate value beyond compliance work. With experience in both public accounting and marketing, Kristen shares how her journe…
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Send us a text Shownotes can be found at https://www.profitwithlaw.com/506. Most law firm owners think their results speak for themselves — but in business, silence kills opportunity. When you’re in front of a potential client or referral partner, you have one shot to communicate your value in a way that connects, engages, and converts. In this epi…
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In this episode of Talking Hospitality, Timothy R Andrews and Joe McDonnell are joined by Olajide Alabi, one of the UK’s most engaging voices in Equality, Diversity & Inclusion — and Co-Founder of SISU, the People Experience Agency. Olajide breaks down what EDI really means in practice: how inclusion starts with belonging and psychological safety, …
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In this episode of The Accountant’s Flight Plan Podcast, we sit down with Jody Padar, known across the industry as The Radical CPA, to discuss how artificial intelligence is reshaping the accounting profession. Jody shares her journey from founding one of the first cloud firms in 2010 to working in tech startups like Botkeeper and now launching her…
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Send us a text Shownotes can be found at https://www.profitwithlaw.com/505. Most law firm owners believe that doing great legal work is enough to earn referrals—but that assumption could be costing you thousands in missed opportunities. In this episode of Profit with Law, Moshe Amsel sits down with referral expert Stacy Brown Randall to reveal why …
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In this very special audio-only bonus edition of Talking Hospitality (you won’t find it on YouTube), host Timothy R Andrews is joined once again by Tracey Rashid, returning to the mic for an inspiring conversation with Mex Ibrahim, co-founder of Women in the Food Industry. Mex shares how her organisation shines a spotlight on the stories and succes…
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Send us a text Shownotes can be found at https://www.profitwithlaw.com/504. Freedom starts with exit planning. Many law firm owners shy away from exit planning. Maybe you think your firm is too personal, too complex, or that retirement is decades away. The truth is, ignoring this now can quietly cost you hundreds of thousands—or even millions—of do…
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Send us a text Shownotes can be found at https://www.profitwithlaw.com/503. Hourly billing feels safe—but it’s actually one of the biggest traps holding law firms back. It limits your earning potential, creates tension with clients, and keeps you stuck trading time for money instead of building real value. In this episode, Moshe Amsel sits down wit…
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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 adopt AI. In this episode, we discuss how AI is impacting the world and what the projected implications are for small business owners in every industry. There are some key strat…
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Send us a text Shownotes can be found at https://www.profitwithlaw.com/502. “The Hidden Cost of Perfection: How Letting Go Unlocks True Growth” Most law firm owners believe that pushing harder and doing more is the only way to grow—but in reality, perfectionism and burnout are quietly killing their profits. In this powerful conversation, Moshe Amse…
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Quality leadership that grows your accounting practice isn’t about pushing your team to work harder. While it may sound counterintuitive, modeling a healthy, balanced life is what actually moves the needle. In this episode of The Accountant’s Flight Plan, Rob Dube opens the conversation by emphasizing that when leaders prioritize wellness, the team…
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Send us a text Shownotes can be found at https://www.profitwithlaw.com/501. On this episode of the Profit with Law Podcast, host Moshe Amsel sits down with marketing strategist and author Eli Natoli to explore why most law firm marketing falls flat — and what to do instead. Eli shares her Service First framework, revealing how emotional resonance, …
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Send us a text Shownotes can be found at https://www.profitwithlaw.com/0500. Episode 500: Celebrating 500 Episodes of Profit with Law We’ve hit an incredible milestone — 500 episodes of the Profit with Law Podcast! In this special anniversary episode, Moshe reflects on the journey, shares the key mindset shifts that have fueled growth for him and h…
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Send us a text Shownotes can be found at https://www.profitwithlaw.com/499. Most law firm owners leave millions on the table—all because they wait too long to prepare their business for sale (or don’t at all). Even if you’re years from selling, failing to build a scalable, turnkey firm can choke your profits and growth today. In this episode, Moshe…
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Send us a text Shownotes can be found at https://www.profitwithlaw.com/498. What if scaling your law firm wasn’t about grinding harder—but about thinking like an investor? This episode of Profit with Law is repurposed from Moshe Amsel’s exclusive Law Firm Growth Summit talk—content normally reserved for summit attendees, now available to you on the…
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What does it mean to reconnect with your culture through food — and why are so many people in hospitality paying attention to Sri Lankan cuisine right now? In this episode, we speak with Ranji Thangiah, co-founder of the Sri Lankan Culture Collective, about the personal journey that led her to start documenting recipes, stories, and memories after …
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The Evolving Role of Private Equity In this special episode of The Accountant’s Flight Plan, Brannon meets with Morry Brown, regional market leader here at Poe Group Advisors, formerly of Goldman Sachs, to share a timely update on how private equity is impacting mergers and acquisitions in the accounting profession today.This was a live discussion …
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Send us a text Shownotes can be found at https://www.profitwithlaw.com/497 Most law firm owners think bonuses automatically motivate their teams - but the wrong plan can quietly drain your profits and create more frustration than results. In this exclusive replay from the Law Firm Growth Summit, Moshe Amsel breaks down the truth about law firm bonu…
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Send us a text Shownotes can be found at https://www.profitwithlaw.com/496. You’re probably wasting thousands each year on marketing that doesn’t work—and most law firm owners don’t even realize it until it’s too late. In this Profit with Law episode, Moshe Amsel is joined by Danny Decker of Spotlight Branding to break down what actually drives pro…
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Send us a text Shownotes can be found at https://www.profitwithlaw.com/495. Most law firm owners think the answer to growth is spending more on marketing. The truth? Without a clear strategy and the right data, you’re just burning cash. In this episode, host Moshe Amsel sits down with Jordan Whelan—media strategist and marketing powerhouse for PI f…
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From A Big Four Firm to Entrepreneurship In this special episode of The Accountant’s Flight Plan, Brannon sat down with Raffi Yousefian, a NY/DC-based CPA and entrepreneur, to discuss his journey to building a thriving tax practice. Raffi began his career at EY before launching his own firm in 2016, growing rapidly before making the bold decision i…
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Send us a text Shownotes can be found at https://www.profitwithlaw.com/494. Most law firm owners look successful on the outside—busy staff, a nice office, and a steady stream of clients. But behind the scenes, too many are secretly transferring money from personal savings just to cover payroll, running on fumes, and wondering why all their hard wor…
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Send us a text Shownotes can be found at https://www.profitwithlaw.com/493. Most law firm owners aren’t scaling because they’re hiring the wrong way. It’s not about the number of people on your team—it’s about the right people, in the right roles, at the right time. In this episode, Moshe Amsel breaks down the costly hiring mistakes that stall law …
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We are taking a look back on an episode from the archives! Enjoy this retelling of how Accounting Practice Academy came to be. In this episode of the podcast, we have Ian Brennan (APA’s Creative Director), and my wife Carol Poe (PGA Buyer Specialist/APA’s right-hand woman) who played a pivotal role in the creation and execution of the workshop. Thi…
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Send us a text Shownotes can be found at https://www.profitwithlaw.com/492 Most law firm owners think they need better systems, more leads, or another hire to scale—but the real bottleneck? It’s often you. If you’re buried in day-to-day operations, constantly firefighting, or holding off on delegation because “no one can do it like you,” this episo…
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Send us a text Shownotes can be found at https://www.profitwithlaw.com/491. Think your firm’s 401(k) plan is “set it and forget it”? Think again. The retirement plan you’ve set up for your employees could be quietly draining thousands of dollars—hurting your staff’s long-term savings and eating into your firm’s profits. In this episode of the Profi…
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Send us a text Shownotes can be found at https://www.profitwithlaw.com/490. In this follow-up to “Save $192,500 by Hiring the Perfect Law Firm Team,” Moshe Amsel goes deeper into the hiring strategies that separate thriving firms from those stuck in slow growth. From vetting candidates with strategic exercises to onboarding them the right way, Mosh…
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Safeguarding in hospitality should be more than just policy, it should be embedded in a business' culture. In this episode, we explore how training, awareness, and prevention can transform venues into safer spaces for both staff and guests. In this powerful episode of Talking Hospitality, we’re joined by Eren Bessim, Head of Training & Development …
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Send us a text Shownotes can be found at https://www.profitwithlaw.com/489. How to Build the Dream Team That Will Double Your Law Firm’s Revenue This episode brings you inside a powerful session from the Law Firm Growth Summit, where Moshe dives deep into how to assemble a dream team for your law firm and avoid the most expensive hiring mistakes. L…
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In this episode of The Accountant’s Flight Plan Podcast, Brannon is joined by Morry Brown, California market leader at Poe Group Advisors and a longtime family friend. Morry shares his journey from Goldman Sachs to helping CPA firm owners navigate the evolving landscape of firm sales, particularly as private equity (PE) ramps up its interest in the…
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Send us a text Shownotes can be found at https://www.profitwithlaw.com/488. What happens when growing your law firm is no longer just about making more money? In this episode of the Profit with Law Podcast, host Moshe Amsel speaks with business leader Josh Nelson, who shares the powerful mindset and strategy shifts that helped him break through to …
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When we chat about the potential of AI in hospitality, one of the big ideas we dive into is the concept of agentic AI. Essentially, we’re talking about creating little digital helpers—think minions from Despicable Me—that can take on specific tasks, learn from context, and get better over time. Instead of just tossing queries at a model like ChatGP…
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Send us a text Shownotes can be found at https://www.profitwithlaw.com/487. Most law firms are losing leads every day — not because of bad marketing, but because of slow or outdated intake processes. In this episode of the Profit with Law Podcast, Moshe Amsel sits down with Joe Ruotolo, head of marketing at Intaker and creator of Arthur the AI bot,…
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Send us a text Shownotes can be found at https://www.profitwithlaw.com/486. Are you using the smartest strategies available to grow your law firm — or just spinning your wheels? In this episode of the Profit with Law Podcast, Moshe Amsel, with Chris Dreyer, breaks down the three biggest levers firm owners must begin to dabble in to scale sustainabl…
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Hospitality is at the heart of what makes London the greatest city in the world, and in this episode, we're diving deep into that very idea! Jason shares his unforgettable encounter with Bill Clinton, who declared London the best city, sparking an inspiration that led to the creation of the London Lifestyle Awards. We chat about how these awards ce…
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In this episode of The Accountant’s Flight Plan, we are joined by Wayne Findlay—entrepreneur, founder of Findlay & Co., and CEO of The Back Room. Wayne shares his global perspective on how accounting firms can stay competitive in today’s talent-scarce landscape by leveraging offshoring, modern tech, and clear growth paths for team members. If you’r…
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Send us a text Shownotes can be found at https://www.profitwithlaw.com/485. Most law firm owners think their accountant is doing just fine — but the truth is, if you're only meeting with them once a year, you’re probably leaving serious money on the table. In this solo episode, Moshe Amsel shares real-world examples and practical strategies to help…
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In this episode, Timothy and Joe are joined by the brilliant Akashia Carswell, CEO of London Talent and founder of Hive Cru, a new platform aiming to revolutionise temp recruitment in the hospitality sector. They dig into: Why the current recruitment model is broken The invisible cost of poor training and high turnover How Hive could reduce recruit…
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Send us a text Shownotes can be found at https://www.profitwithlaw.com/484. Most law firm owners think they have a marketing problem… But what if the real issue is what happens after a lead comes in? In this episode of Profit with Law, CMO Margarita Eberline reveals why most firms are leaving money on the table — not because of weak marketing, but …
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What does real allyship look like in hospitality — and why does it matter now more than ever? In this episode, recorded in front of a live audience, Talking Hospitality host Timothy R Andrews is joined by Tris Reid-Smith, founder of Pride Wide, for an urgent and inspiring conversation on LGBTQIA+ rights, representation, and the power of storytellin…
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Send us a text Shownotes can be found at https://www.profitwithlaw.com/483. Infinite banking- the how, what, and why (that gets your firm producing generational wealth) Most law firm owners strive to build successful practices — but how many are actually thinking about creating generational wealth and a lasting legacy? In this eye-opening episode o…
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Send us a text Shownotes can be found at https://www.profitwithlaw.com/482. “How open minded are you to learning something new and being coached?” Anthony asked, “Because if you're not, then it's probably not going to work.” In this episode of Profit with Law, guest Anthony Carls—president of Rocket Clicks and co-founder of Sterling Lawyers—reveals…
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What happens when hospitality businesses keep saying “we support mental health” — but don’t back it up with action? In this eye-opening episode, we sit down with Rachel Kerr-Lapsley, Managing Director of Kelly’s Cause, the mental health charity changing how the industry supports its people — from the ground up. Rachel shares hard truths about perfo…
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The Power of Authenticity in Attracting Talent and Changing Perceptions In this episode of the Accountant’s Flight Plan Podcast, we interviewed fellow podcaster and reputation-building expert Rob Brown. Rob is the host of three accounting-related podcasts with a collective following of over 50,000 listeners and is the author of Build Your Reputatio…
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Send us a text Shownotes can be found at https://www.profitwithlaw.com/481. Many law firm owners believe they can successfully wear both hats—attorney and business owner. But if you want to scale beyond a solo practice, that mindset may be holding you back. In this episode of Profit with Law, guest Allan Draper—a former attorney turned entrepreneur…
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Send us a text Shownotes can be found at https://www.profitwithlaw.com/480. He started with just a fax machine and a phone line. Listen to this episode of the Profit with Law Podcast, where host Moshe Amsel sits down with Daniel Scola, managing partner of Hoffman and Baron, who reveals his unique path from chemist to patent attorney, inspired by wi…
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In this powerful and personal episode, we speak with Matt Cameron, founder of TMC People Agency and co-founder of WellJam, who shares the story behind his mission to transform toxic hospitality workplaces into thriving ones. Matt opens up about his early years in hospitality, the pressure-cooker environments that almost cost him everything — and th…
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