Podcast Episodes

Leveraging AI and Reframing Scope Creep in Your CPA Firm with Matt Kanas of Ignition

How can you most effectively price and package your offerings to optimize staff retention and client satisfaction?

Matt Kanas, Managing Director at Ig…

1 year, 10 months ago

Entrepreneurship In the Virtual Accounting Space with CPA Firm Owner and Xero Ambassador Liz Mason

CPA firm owner, entrepreneur and Xero ambassador Liz Mason, shared insights from starting her own virtual firm, High Rock Accounting, and using cloud…

1 year, 11 months ago

Darryl Boyd on Preparing for an Accounting Firm Sale, Transition, & Client Expectations

Since joining Poe Group as a Regional Market Leader, Darryl has been an integral part of the team. Listen in on our conversation discussing the ins a…

2 years ago

Insights from Catherine Tindall on Specializing Your Accounting Practice and the Future of The Accounting Industry - Podcast

Join me in a conversation about the world of specialization with Catherine Tindall, founder of Dominion Enterprise Services.  Catherine’s area of exp…

2 years, 1 month ago

Prepare your accounting firm for sale with advice from previous seller, Clay Blakley - Podcast

Contemplating the sale of your practice or firm?  Seasoned entrepreneur, Clay Blakely candidly shares how he grew his CPA practice and why he and his…

2 years, 2 months ago

Navigating Growth, Niching Down, and Other Helpful Lessons for the Accounting Firm Owner

Ready to grow your accounting firm?  Let’s listen to the wisdom shared by a seasoned entrepreneur, Meryl Johnston.  A Chartered Accountant, founder o…

2 years, 2 months ago

Unlocking the Magic of Advisory Opportunities for Accountants - Podcast with Geni Whitehouse

In this episode, I interview Geni Whitehouse, CPA, co-founder of Solve Services, and a Level 5 Advisor and Coach at www.TheImpactfulAdvisor.com. Geni…

2 years, 3 months ago

Adopting Tech And Automation Into Your Accounting Practice - Podcast with Jesse Rubenfeld And Tom Zehetner

It’s time we talk tech. In this episode, I interview Jesse Rubenfeld, Founder and CEO of FinOptimal, and Tom Zehentner, Director of Growth.  We dive …

2 years, 4 months ago

Mastering CPA firm acquisitions from a 2 time buyer - Podcast with Andrea MacDonald

We were thrilled to have Andrea MacDonald, the founder and CEO of Pro Tax & Accounting LLC, on this episode of Accountant's Flight Plan Podcast. In a…

2 years, 5 months ago

How the Accounting Industry is Evolving and How You Can Join the Change - Podcast with Jason Blumer

On this episode, I chat with Jason Blumer, one of the Top 100 Most Influential People in Accounting (Accounting Today) about the current state of the…

2 years, 5 months ago