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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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Breaking BizDev

John Tyreman & Mark Wainwright

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What does "business development" mean anyways? On Breaking BizDev, John Tyreman and Mark Wainwright break down, beat up, and redefine that nebulous term 'business development' for the modern professional services firm. Subscribe to this podcast to get sales and marketing advice that you can actually put into practice right away. Whether you're an expert doer-seller, firm owner, or a dedicated sales/marketing pro, each episode will help you understand your buyers and win new business. Subscri ...
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Exclusive information. Extraordinary insight. See all podcast episodes here: https://cpatrendlines.com/category/podcast/ CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients. Elite decision-makers from all over the world look to CPA Trendlines for trusted adv ...
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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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If you are planning to start trading on Binance Futures, using a Binance Futures referral code can offer you significant advantages. The Binance Futures referral code ”K6O8CPLG” provides new users with a 10% discount on all futures trading fees and gives you the opportunity to earn up to $600 in welcome bonuses. This is an excellent way to start your trading journey with extra benefits, maximizing your initial deposits and reducing trading costs right from the beginning. What is Binance Futu ...
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Keep your own voice in charge. Accounting Influencers With Rob Brown In the race to stay relevant in accounting, artificial intelligence has emerged as both a powerful accelerator and a quiet threat. In this episode of the Accounting Influencers podcast, the conversation dives deep into how accountants can harness AI to amplify their visibility and…
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Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms. Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn More Poe…
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Five steps turn vision into execution. Gear Up for Growth With Jean Caragher For CPA Trendlines On the latest episode of “Gear Up for Growth,” host Jean Caragher interviews Matt Rampe, partner at Rosenberg Associates and author of the forthcoming book, "CPA Firm Strategic Planning: Your Roadmap for Long-Term Success," about how accounting firms can…
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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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A shutdown halts processing, piles up invoices, and leaves contractors and nonprofits fronting the float. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation When the federal government shuts down, headlines focus on politics. But behind every furlough and frozen budget lies a deeper story—one told…
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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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Grunt work is no longer the rite of passage. It's Not Just the Numbers With Penny Breslin and Damien Greathead For CPA Trendlines The accounting profession is undergoing a profound transformation. As artificial intelligence (AI) and outsourcing become central to firm operations, questions abound: Will there be enough meaningful work left for new ac…
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RISE2040 challenges the accounting profession to stop reacting and start shaping its own future. The Disruptors With Liz Farr What will the future of accounting be like? As listeners to The Disruptors know, I’ve been asking accountants about their predictions for the state of accounting in ten years. However, a new initiative from the AICPA and CIM…
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Keep people first, purpose clear, and culture intact. MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines In the latest MOVE Like This, host Bonnie Buol Ruszczyk sits down with?Stacie Kwaiser, CPA, CEO of Rehmann, to discuss her nearly 30-year journey with the firm and the values that continue to shape its culture. Kwaiser reflects on her s…
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Your CRM is haunted. Not by ghosts...but by cold leads, stalled proposals, and “maybe next quarter” conversations that never saw the light of day. In this episode, John and Mark take you on a guided tour of the Pipeline Graveyard—where dead deals lurk, and second chances await. Despite the Halloween theme, this one’s evergreen. Because let’s be hon…
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Is the next big opportunity across the street...or right where you already are? Accounting Influencers With Rob Brown Post-pandemic, accounting professionals saw record pay increases just for changing employers. However, as economic conditions tighten and median pay raises for job switchers fall from roughly 7% to just over 4%, the calculus is chan…
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Great firms are built, not bought. Gear Up for Growth With Jean Caragher For CPA Trendlines In this episode of Gear Up for Growth, host Jean Caragher sits down with Jeffrey Weiner, former CEO and Chairman of Marcum LLP and current Senior Advisor at CBIZ. Weiner shares candid insights from his 40-year leadership journey, explaining how a Long Island…
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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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CPAs translate fame into cash flow, contracts, and accountability. Accounting ARC - Student-Led Conversations With Harshita Multani Center for Accounting Transformation In a special episode of Accounting ARC: Student-Led Conversations, student host Harshita Multani interviews Jeff Frable, CPA, CGMA, a partner at CCK Strategies in Tulsa, Okla.; Aurm…
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“Being efficient got me more work, not more money. So I left.” Big 4 Transparency By Dominic Piscopo, CPA For CPA Trendlines When Mike Maksymiw, executive director of the Aprio Firm Alliance, walked away from a $500,000-a-year partner role without another job lined up, he wasn’t chasing a title - he was chasing alignment. In this episode of the Big…
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Normalize money talk, foster belonging, and guide clients toward lives of meaning and well-being. By Rory Henry CFP®, BFA™ For CPA Trendlines Spreadsheets, projections, and tax strategies have long dominated advisory. But as Dr. Meghaan Lurtz of Shaping Wealth explains, the work of advisors goes far beyond the numbers. At its best, our work is abou…
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Industry turbulence opens doors for smaller firms, but only those that clearly define and communicate value. Accounting Influencers With Rob Brown Between June 2023 and September 2024, several of the largest accounting firms announced significant workforce reductions and structural changes. KPMG disclosed a deeper round of auditor layoffs in mid-20…
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"The accounting profession today is living its golden age, driven by its expanded capabilities." Gear Up for Growth With Jean Caragher For CPA Trendlines In a landmark episode of the Gear Up For Growth podcast, Barry Melancon, CPA, CGMA, the longest-serving CEO in AICPA history, joined host Jean Caragher to share his invaluable insights on the evol…
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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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Timing, venue, and state law shape what you say—and what it costs. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation This conversation focuses on practice, not politics. Accounting leaders are urging firms to pair open expression with professional responsibility as political tensions spill into w…
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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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Money Accounts for Growth Advancement offer tax-free growth and even a $1,000 government kickstart. Quick Tax Tip With Art Werner CPE Today Congress may have stumbled into a politically charged acronym, but the new “M.A.G.A. accounts” have nothing to do with campaign slogans. In a recent episode of Quick Tax Tip, tax guru Art Werner breaks down wha…
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Short-term thinking and rigid hierarchies stifle experimentation across the profession. The Disruptors With Liz Farr K.C. Eames, Director of CAS at Dark Horse CPA, sees the traditional partnership model as a barrier to innovation and experimentation. First, the incentives are set up to guide people toward specific behaviors, which are “rewarding to…
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Technology, demographics, and ESG are colliding to reshape advisory, career paths, and firm leadership. MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines On the latest MOVE Like This, host Bonnie Buol Ruszczyk welcomes Dan Hood, editor-in-chief of Accounting Today, who has covered the profession since the late 1990s. From his vantage poin…
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Go ahead, put all of BD on the shoulders of your most expensive asset. What could possible go wrong? In this episode, John and Mark explore the pros and cons of partner involvement in business development. They look at the benefits and drawbacks of a firm partner's role in both marketing and sales. Identify actionable strategies for helping your fi…
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Firms scale back initiatives even as governing bodies warn diversity is key to the profession’s future. Accounting Influencers With Rob Brown The accounting profession is facing a turning point as major firms scale back diversity, equity, and inclusion (DEI) initiatives, raising concerns about how the shift could affect talent recruitment, retentio…
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Keep employees engaged and connected with transparency and beauty. Gear Up for Growth With Jean Caragher For CPA Trendlines “In many organizations, there’s a great gulf in between employees doing the work, with no idea of the conversations happening with clients or recruits,” says Debra Helwig, Internal Communications and Events Director at Pinion,…
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Combine technical knowledge with behavioral insights to create holistic client solutions. Accounting ARC With Donny Shimamoto Center for Accounting Transformation Accountants have long been known as trusted advisors, but a growing movement is redefining what that means. In a recent episode of Accounting ARC, host Donny Shimamoto, CPA.CITP, CGMA, sa…
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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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Structured operations freed partners to focus on clients and doubled revenue in six years. It's Not Just the Numbers With Penny Breslin and Damien Greathead For CPA Trendlines Running a modern accounting firm requires more than technical expertise. Partners must balance client relationships, business development, and administrative responsibilities…
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Client conflict became a catalyst for clearer boundaries, better processes, and a more scalable virtual practice. The Disruptors With Liz Farr When Nayo Carter-Gray, founder of 1st Step Accounting, received a one-star Google review from a challenging client, she realized the crucial value of the boundaries she had established for clients. An email …
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Meet at the intersection of people, process, and purpose. By Rory Henry CFP®, BFA™ For CPA Trendlines When firms talk about growth, they usually point to increases in revenue, staffing, or service lines. But as coaches Will Hill and John Fenton remind me in our recent panel, the true drivers of sustainable growth are people, process, and purpose. W…
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AZ opens the door to multidisciplinary firms, and Big Four competitors are watching closely. Accounting Influencers With Rob Brown Accounting and law have long existed in parallel, separated by strict professional boundaries. That wall may be crumbling. KPMG is moving to become the first Big Four accounting firm in the United States to own a law fi…
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Your job title doesn't define you. Your 'and' does. Gear Up for Growth With Jean Caragher For CPA Trendlines “If we make sure that people are doing their ‘ands,’ they’re going to accidentally do their best work,” says John Garrett, author of "What’s Your ‘And’?" and stand-up comedian. During his appearance on Gear Up for Growth, hosted by Jean Cara…
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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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“As an auditor, you learn how non‑financial events end up having a financial impact.” Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation On this episode of Accounting ARC, Liz Mason, CPA; Byron Patrick, CPA.CITP, CGMA; and Donny Shimamoto, CPA.CITP, CGMA, revisit their first accounting jobs. The c…
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Ruthless efficiency, process-first thinking, and a bold rejection of traditional models help build her "life-first" firm. Big 4 Transparency By Dominic Piscopo, CPA For CPA Trendlines On The Big 4 Transparency Podcast, host Dominic Piscopo sat down with Erica Goode, founder of a solo accounting practice that generated over $180,000 in profit in 202…
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Celerity's founder turned a side-hustle into a fast-growing success. The Disruptors With Liz Farr Tailor Hartman didn’t start Celerity Accounting with a grand plan. The initial goal was to make enough from an accounting side gig to pay down his student loans while he worked full-time as an assistant controller. He found his first clients in an unor…
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