Podcast Episodes
Back to SearchLending insights for Accounting and Tax Professionals - with Shannon Hay
Shannon is the Vice President of lending for accounting and tax professionals at Live Oak Bank. He can provide loans in all 50 states of the US. He w…
6 years, 8 months ago
Top Three Issues Facing Accounting Firms today - with Rita Keller
Rita is a nationally known CPA firm management consultant, speaker and author. She has been repeatedly named to Accounting Today’s list of Top 100 Mo…
6 years, 9 months ago
Building a Cloud-Based Accounting Firm - with Ryan Lazanis
Ryan shares on this podcast how he started his completely cloud-based firm and how there was originally a good deal of push back from other CPAs. He …
6 years, 11 months ago
Accounting & Blockchain - with Peter Jamack
Blockchain Technology has the potential to make a big impact in the financial industry. Find out the major concepts behind how it works and get a bet…
7 years ago
Referral Selling with Joanne Black
Brannon recently sat down with Joanne Black, America’s leading authority on referral selling. A captivating speaker and innovative seminar leader, Jo…
7 years, 2 months ago
The Future of Accounting - with Danetha Doe
Danetha Doe is the creator of Money & Mimosas and host of the Future of Accounting podcast. Named a millennial thought leader by the Hong Kong Instit…
7 years, 3 months ago
A conversation with the founder of Jetpack Workflow, David Cristello
Learn how David decided to focus on workflow, a particular pain point for most accounting owners.
7 years, 6 months ago
How Good Legal Contracts Impact Your Business
Chris Sloan's philosophy on law is very much aligned with Poe Group Advisors' experience in helping clients with the purchase and sale of CPA firms. …
7 years, 7 months ago
Buying a CPA Practice and Growing it
A conversation between Brannon Poe and Drew Keasler about Drew’s purchase of a CPA practice and subsequent growth.
7 years, 11 months ago
Mentorship and Training with Penny Fair
Penny Fair co-founded Ashgrove Learning to help accountants in public practice in Canada with practice management and professional development. She …
8 years, 7 months ago