Podcast Episodes

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Working Less Than 40 Hours a Week as a CPA Firm Owner is Possible - Podcast with Geraldine Carter

If you are ready to learn the mindset shift needed to start thinking about scaling challenges creatively, this is a great episode.  Geraldine Carter,…

2 years, 6 months ago

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Selling your CPA firm to a non-CPA Buyer - Podcast with Patrick Dichter, 3-time firm owner who has tripled a firm’s revenue with a non-CPA background

Are you a firm owner who is considering selling your practice?  Or are you a potential buyer that’s looking to acquire your first business?  Then you…

2 years, 6 months ago

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How to Get Referrals for Clients and Staff in Your Accounting Firm - Podcast with Bill Cates

Bill Cates, expert in acquiring new clients through referral, joins me to chat about building habits within your business to maximize referrals, and …

2 years, 7 months ago

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Prepare Your CPA Firm For Sale- Audiobook Reading

This book has actionable practice management advice for all firm owners whether you are a CPA, EA, bookkeeper or general accountant.  With the lesson…

2 years, 7 months ago

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Hiring a CPA- Podcast with Accountests’ Giles Pearson

On this episode of Accountant’s Flight Plan, We interviewed Giles Pearson, former partner of PWC & co-founder of Accountests.  Giles shares how Accou…

2 years, 7 months ago

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Leadership and Practice Management - Podcast with Randy Crabtree

Randy Crabtree, former general tax practice owner, and current specialty tax prep firm owner, discusses the impacts of burnout and how to avoid it!  …

2 years, 7 months ago

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Purchasing an Accounting Firm - Experience Share with Ravi Patel

How Ravi Patel purchased his accounting firm through Poe Group Advisors.

2 years, 8 months ago

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Accounting Practice Management Insights- Podcast with Roger Knecht

This was a great meeting of minds on practice management! We had Roger Knecht on the podcast discussing insights from his post secondary course for a…

2 years, 9 months ago

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How to Intentionally Market Your CPA Firm with Jordan Vickery

In this podcast, Jordan (of Troika) and I dive into what it means to be intentional about marketing as an accounting firm. Jordan takes a thoughtful …

2 years, 11 months ago

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CPA Firm Productivity and Staff Retention  - Podcast with Marcey Rader

 We recently had productivity expert, Marcey Rader, on the Accountant’s Flight Plan Podcast to chat with us about managing remote staff, healthy work…

3 years ago

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