This is a unique and special time in our lives to consider how we can lead, no matter our status in life, to cultivate a world filled with compassion and care for humanity. This podcast will provide nuggets of wisdom from wide-ranging guests who are both well regarded and humble and compassionate at their core. In each episode, Rob Dube (Best-Selling Author and Co-Founder of imageOne - a Top 25 Forbes Small Giant), interviews some of the greatest leaders to explore how their journeys and per ...
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Rob Dube Podcasts
Welcome to Deliver The X podcast. I'm Rob Dube, President and Co-Founder of imageOne, and during our podcast, we'll learn how extraordinary teams deliver extraordinary customer experiences. My business partner Joel Perlman and I met in grade school. In high school, we started selling Blow Pop lollipops out of our locker. We'd buy them for a nickel and resell them for a quarter. Of course, that was a pretty nice profit margin, but more importantly, we just really enjoyed taking care of the ki ...
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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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Following your pull and doing work you love is one pathway to happiness. Frugality is the entry fee. Join Ben as he interviews entrepreneurs, marketers, executives, and everyone in between and learns what it takes to build a successful (and happy) career.
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The L3 Leadership Podcast is focused on leadership development and personal growth. We are obsessed with helping you grow to your maximum potential and maximizing the impact of your leadership. We release a new episode every week to help you grow and develop as a leader. You will hear a mix of personal lessons from our Founder, Doug Smith, and conversations Doug has with world-class leaders from around the world. Doug interviews leaders like Pittsburgh Steelers Coach, Mike Tomlin, Pittsburgh ...
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In every organization there is a team of people guided by a vision, whether bright or dim, that led them to make it what it is. And it's the organizations that root every decision in an inspiring mission that rise above the rest. They are the companies and nonprofits that see the big picture, who strive to make a difference, and take hopeful steps in the vision they have for the world.The About Page tells these stories—where an organization with a clear vision and deeply-rooted values approa ...
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When Internal Succession Fails: Why Multi-Partner CPA Firms Are Turning to External Sales
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43:19You'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? In this episode, our Ontario Market Leader Darryl Boyd, reveals why so many multi-partner firms are discovering that their "default" internal succession plan isn't workin…
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Send us a text In this episode of the L3 Leadership Podcast, host Doug Smith shares his year-end review process, which has been a cornerstone of his personal growth since 2004. Doug discusses the importance of reflecting on the year gone by to foster growth and documents his detailed approach to conducting a comprehensive year-end review. He includ…
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From Survival Mode to Sustainable Success in Your CPA Firm with Lisa Smith
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38:20In this episode, we sit down with Lisa Smith who is a functional medicine dietitian, gut-health expert, and founder of Lisa Smith Wellness. We explore the realities of deep stress and the health impacts that so many accounting firm owners quietly carry. We start by talking about the concept of “deep stress,” how it differs from everyday overwhelm, …
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🎁 Holiday Gift Guide 2025: What Every leader Should Give (and Get!)
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30:24Send us a text Holiday Gift Guide Link In this episode of the L3 Leadership Podcast, Doug Smith delivers a reflective, practical lesson on leadership gifts worth sharing—especially when life gets busy. Using the backdrop of the holiday season, Doug unpacks a curated gift guide through the lens of leadership, family, personal growth, and mindful pre…
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Building an Offshore Staffing Strategy for your CPA Firm with Nick Sinclair
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36:20In this episode, we sit down with returning guest Nick Sinclair, founder and chairman of TOA Global, one of the largest accounting outsourcing companies in the world. Nick shares the unlikely origin story of how a leadership trip to the Philippines revealed the talent and scalability his own firm desperately needed. This inspired him to build what …
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Building Trust and Value In Your Accounting Firm Through Marketing with Kristen Corey
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31:32In 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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The AI-First CPA Firm: Redefining Accounting with Jody Padar, The Radical CPA
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31:13In 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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Modern Accounting In the Age of AI: Scaling Your Firm, Adopting AI, and Maximizing Your Capacity with Mike Schwarz
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45:47In 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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Grow Your Business Meaningfully with Rob Dube
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39:37Quality 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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Creating Spaces for Men to Thrive with Peter Ostapko
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51:10Send us a text In this episode of the L3 Leadership Podcast, Doug Smith talks with Peter Ostapko, co-founder of Kinsman Journal and leader of the growing Kinsman community in Springfield, Missouri. Peter shares his journey from a career in banking to launching gatherings designed to help men find authentic brotherhood, friendship, and faith-driven …
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Offering No-Cost Adoptions with Matt Higgins, CEO of Hope Children's Home
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54:48Send us a text In this episode of the L3 Leadership Podcast, Doug sits down with Matt Higgins, Executive Director of Hope Children’s Home in Tampa, Florida. Matt shares the powerful mission of providing a loving home and education to children from difficult circumstances, along with their new Bundles of Hope initiative that gives mothers in crisis …
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Private Equity Market Update in the Accounting Space: With Guest Morry Brown
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1:01:19The 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 In this episode of the L3 Leadership Podcast, Doug Smith shares a personal lesson on 9 Ways to Develop Your Character. As Doug explains, character development is the most important development for any leader—because without integrity, everything else eventually crumbles. Drawing from his own journey and the wisdom of mentors, Doug ou…
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Former Seller Raffi Yousefian Talks About How Niching Down Transformed His CPA Firm
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33:46From 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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Rob Dube on How to Achieve True Entrepreneurial Freedom
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38:19Send us a text In this episode of the L3 Leadership Podcast, Doug Smith interviews Rob Dube, author of Shine: How Looking Inward is the Key to Unlocking True Entrepreneurial Freedom, co-written with Gino Wickman. Rob shares powerful insights on how leaders can balance their drive with inner peace, manage their energy, and lead with humility. From u…
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From the Archives - The Making of Accounting Practice Academy
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17:45We 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 In this episode of the L3 Leadership Podcast, host Doug Smith flips roles as he is interviewed by Ron Moore on the Living Grounded Podcast. The conversation delves into a variety of leadership topics, including whether leaders are born or made, the importance of failure in growth, and the value of mentorship and personal development.…
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Send us a text In this episode of the L3 Leadership Podcast, host Doug Smith shares personal reflections and insights gained from turning 40. From expressing gratitude for life, emphasizing the importance of personal growth, to highlighting the significance of family and faith, Doug offers a comprehensive summary of his key takeaways over the years…
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Private Equity, Fit, and the Future of CPA Firm Deals with PGA Intermediary Morry Brown
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27:56In 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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Lessons Learned from Being the Pittsburgh Steelers Chaplain with Kent Chevalier
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57:30Send us a text In this episode of the L3 Leadership Podcast, Doug Smith interviews Kent Chevalier, Chaplain of the Pittsburgh Steelers. Kent discusses his journey from a campus pastor to serving in the NFL, emphasizing the unique role he and his wife play in supporting players and coaches spiritually and emotionally. 00:00 Welcome Back, Kent Cheval…
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Giving Firm Feedback in a Fragile World with Jeff Hancher
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51:14Send us a text In this episode of the L3 Leadership Podcast, Doug Smith interviews Jeff Hancher, author of 'Firm Feedback in a Fragile World.' Jeff shares his journey from growing up in poverty to a successful 24-year career, emphasizing the pivotal moments shaped by firm feedback and strong leadership. 00:00 Welcome and Introduction 00:35 The Jour…
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Building a Scalable Firm with Offshoring, AI, and Talent Strategy — with Wayne Findlay
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28:58In 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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How to Create a Life Plan that Drives Your Growth
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33:53Send us a text In this episode, Doug Smith joins Nick Poole on the Calvary Leadership Podcast. Doug shares his journey from being unaware of personal development to becoming a champion of continuous growth is highlighted through his impactful story. Doug shares his life plan approach for setting long-term goals in various life areas—spirituality, m…
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When Your Family Can't Compete with Standing Ovations with Ryan Leak
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54:35Send us a text In this episode of the L3 Leadership Podcast, Doug Smith and guest Ryan Leak discuss Ryan's journey as a New York Times bestselling author and speaker. Ryan shares his extensive experience of speaking at over 120 events annually and reaching millions through his work. They delve into the importance of stewardship over opportunism, ba…
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Breaking the Cycle: Larry Hagner on Healing Father Wounds and Building an Epic Family Legacy
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50:43Send us a text In this episode of the L3 Leadership Podcast, Doug Smith interviews Larry Hagner, founder of the Dad Edge, about his mission to create legendary marriages, epic relationships with kids, personal financial mastery, optimized health, and leadership within families. Larry shares his personal journey growing up in a dysfunctional househo…
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Telling a Better Story: Using Personal Branding to Shape Better Accounting Firms with Rob Brown
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47:39The 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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Running for Office While Raising a Family: Lessons from Team Mercuri
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54:14Send us a text In this episode of the L3 Leadership Podcast, Doug Smith sits down with Rob and Kelsey Mercuri to discuss their experiences in politics, leadership, and parenting. Rob, a former State Representative and candidate for Congress, shares his journey through six elections, offering insights into the challenges of campaigning, the importan…
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Navigating the Future of Accounting Through AI and Adaptation with Dan Hood of Accounting Today
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39:43The 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 the shifting tides of the accounting industry. From his start as a receptionist to laying out physical newspapers and magazines to leading one of the profession's most …
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From Drug Dealer to Nonprofit Leader: Doug Smith's Remarkable Journey of Transformation
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44:23Send us a text In this episode, Doug Smith, host of the L3 Leadership Podcast, joins the Lunch Break series of the Boss Juice Podcast to discuss his journey from a challenging childhood to becoming a successful podcaster and leader in the Pittsburgh community. Doug shares insights on how he was inspired by mentors, the importance of community, and …
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Reduce Staff Turnover Through Cutting-Edge Technology with Dominic Piscopo
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29:44Providing 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 salary compensation, breaking up the data by sector, geography, and position seniority. It is easy to use and accessib…
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The Critical Impact of Fathers: Dr. Meg Meeker on Why Dads Matter More Than They Know
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44:05Send us a text In this episode of the L3 Leadership Podcast, Doug Smith interviews Dr. Meg Meeker, a pediatrician and author who focuses on the critical role of fathers in parenting. Dr. Meeker discusses the impact of fatherhood on children's mental health, the challenges fathers face, and the importance of strong father-child relationships. She of…
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Family Team Meetings: The Weekly System That's Transforming Marriages
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45:31Send us a text In this episode of the L3 Leadership Podcast, host Doug Smith is interviewed by Dave D'Angelo on Northway Christian Community's Project 167 Podcast. They discuss various topics, including Doug's impactful work at Light of Life Rescue Mission, strategies for addressing homelessness, and practical insights on financial management withi…
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The Future of Accounting Firms: Embracing AI, Advisory and Finding a Balanced Life with Seth Fineberg
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52:14A Shifting Profession The accounting profession is evolving, and Seth Fineberg has had a front-row seat to these shifts. A seasoned journalist who found his niche covering the accounting industry, Seth brings a unique perspective on how the field has transformed—and where it’s headed next. In this episode of The Accountant’s Flight Plan, Brannon Po…
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From Part-Time to C-Suite: Christiana Smith Shi's Blueprint for Women's Career Advancement
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56:01Send us a text In this episode of the L3 Leadership Podcast, host Doug Smith interviews Christiana Smith Shi, discussing her new book 'Career Forward: Strategies for Women Who've Made It.' Christiana shares her extensive career journey from financial services to senior roles at McKinsey & Company and Nike. She highlights the importance of performan…
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MORE DEATHS THAN ALL THE AMERICAN WARS: Dr. Robert Marbut Reveals on the Fentanyl & Homelessness Crisis
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55:44Send us a text Guest: Dr. Robert Marbut, former Executive Director of the U.S. Interagency Council on Homelessness Key Topics: Dr. Marbut's journey to becoming the Executive Director of the U.S. Interagency Council on Homelessness under President Trump The interconnected nature of homelessness, substance use, and mental health crises The rapid esca…
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The Power of Being a Helper: MLB Manager Clint Hurdle on Legacy and Leadership
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49:32Send us a text In this episode of the L3 Leadership Podcast, host Doug Smith welcomes back Clint Hurdle for his third appearance. They discuss Clint's journey since leaving Pittsburgh, including his retirement, challenges during COVID-19, and his current role with the Colorado Rockies. Clint also shares his insights about retirement, the importance…
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The Benefits and Challenges of Working with Family: A Special Birthday Episode w/ Brannon Poe & Bailey Ball
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40:23This week, we’re celebrating a special occasion on The Accountant’s Flight Plan Podcast! In honor of Brannon Poe’s birthday, we flipped the script—our Marketing Director, Bailey Ball (who also happens to be Brannon’s daughter), took over the mic to interview him. Their conversation takes us on a journey from the earliest days of our company, when B…
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Greg Furer on Why Mistakes Are a Good Thing
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1:14:19Send us a text In this episode of the L3 Leadership Podcast, host Doug Smith interviews Greg Furer, President and CEO of Beratung Advisors. They discuss the origins of their friendship, the transformative power of personal growth and reflection, and the importance of making mistakes and taking risks. Greg emphasizes the need for a supportive commun…
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Hiring Smarter, Not Harder: How Testing Transforms CPA Firm Recruitment with Giles Pearson
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31:27In this episode of The Accountant’s Flight Plan Podcast, Brannon sat down with Giles, founder of Accountests and a seasoned accounting professional with 25 years of experience in public accounting and 18 years as a partner in a firm. Giles founded Accountests after years of frustration with the unpredictability of hiring in the accounting professio…
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Why You Need Friends that will Literally Slap You in the Face
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1:02:29Send us a text In this episode of the L3 Leadership Podcast, you’ll hear Doug Smith being interviewed by Tom O’Boyle and Nate Devlin. The conversation originally aired on the Scattered Seeds Podcast. You'll hear me talk about: The state of homelessness in Pittsburgh Why we need friends that will literally slap you in the face How I'm currently grow…
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Using Your Passion to Find Your Niche within the Accounting Industry
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21:58In this episode, Brannon sits down with Ryan Pulice CPA, a (financial planner/accounting firm owner) to explore his unique journey of finding his niche, working with small businessbusiness owners, and real estate investors. Ryan’s venture into accounting was almost accidental. After starting his college journey in computer science he found that it …
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Jeremy Pryor on Multi-Generational Family Leadership and the Greatest Business Book of All Time
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49:44Send us a text In this episode of the L3 Leadership Podcast, host Doug Smith interviews Jeremy Pryor, founder of Family Teams. They discuss the influence of the traditional fairy tale 'Jack and the Beanstalk,' offering surprising insights into business and asset building. Jeremy explains the concept of Family Inc., which guides families in creating…
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Doug Smith on How to Conduct a Year-End Review
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15:08Send us a text In this episode of the L3 Leadership Podcast, host Doug Smith shares his year-end review process, which has been a cornerstone of his personal growth since 2004. Doug discusses the importance of reflecting on the year gone by to foster growth and documents his detailed approach to conducting a comprehensive year-end review. He includ…
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Celebrating 100 Episodes: An Inside Look at Building a Business and Growing a Podcast with Brannon Poe
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50:54Reaching 100 episodes is no small feat, and The Accountant's Flight Plan Podcast has officially hit that milestone! To mark the occasion, Ian Brennan (Creative Director at Poe Group Advisors) takes on the role of guest host to turn the microphone on Brannon Poe, CPA, the mastermind behind the podcast. This 100th episode isn’t just a celebration; it…
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Dr. Josh Axe on Overcoming the Limiting Beliefs that are Holding You Back
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54:50Send us a text In this episode of the L3 Leadership Podcast, host Doug Smith interviews Dr. Josh Axe about his new book 'Think This, Not That,' which addresses overcoming limiting beliefs to unlock one’s greatest potential. Dr. Axe shares his personal journey from a struggling high school student diagnosed with ADHD to building multiple multimillio…
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ANNOUNCEMENT: The L3 Leadership Podcast is Back!
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2:51Send us a text After 9 months away from the podcast, Doug Smith is back with more guests, more exciting leadership content, and brand new episodes. Join us on December 10 for our interview with Dr. Josh Axe on overcoming limiting beliefs. See you then!By Doug Smith
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Scaling your CPA Practice and Providing Small Business Clients with Value
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26:23What role can accountants play as partners for small business owners, and how can they navigate the challenges of scaling a firm? In this episode of The Accountant’s Flight Plan Podcast, Brannon explores these questions with Cory Gayman, a CPA and entrepreneur whose firm JCG CPA Firm specializes in empowering small business owners to succeed. As a …
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What the Influx of Private Equity in the Accounting Industry Means for Your CPA Firm
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37:39Why has there been such an increase in private equity buyers acquiring accounting firms and what does this mean for the industry? In this episode of the Accountant’s Flight Plan Podcast Brannon dives deeper into the subject and what it means for your firm with accounting practice intermediary, Laurens Ball and California market leader, Morry Brown.…
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What To Consider Before Buying or Selling An Accounting Firm with Intermediary Stephanie Smith
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32:48What do you need to know before selling your life’s work or buying someone else’s? Learn from Stephanie’s experience as she shares her perspective on avoiding key obstacles during the acquisition and transition process in buying or selling an accounting practice. After working together in the mergers and acquisitions space for more than 15 years, y…
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Break Free from Hourly Billing and Increase Your CPA Firm’s Value with Geraldine Carter
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39:05Is tracking your hours decreasing your productivity and profitability? According to Geraldine Carter, the answer is most likely yes. In their conversation, Brannon and Geraldine break down how the hourly billing model takes you away from providing real value to your clients. Conversely, getting your hours down and doing away with the hourly billing…
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