Category: Podcasts
Modern Accounting In the Age of AI: Scaling Your Firm, Adopting AI, and Maximizing Your Capacity with Mike Schwarz
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...
Grow Your Business Meaningfully with Rob Dube
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...
Private Equity Market Update in the Accounting Space: With Guest Morry Brown
The Evolving Role of Private EquityIn 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...
How to Scale Beyond Scrappy: Brannon Poe Talks Firm Growth on Accounting Today
In an episode of On the Air with Accounting Today, Brannon joined editor-in-chief Dan Hood for a candid and insightful conversation about what it really takes for accounting firm owners...
Former Seller Raffi Yousefian Talks About How Niching Down Transformed His CPA Firm
From 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...
Brannon Poe Talks Private Equity Interest in Seven to Eight Figure Firms and General M&A on “On the Air with Accounting Today”
I recently had the pleasure of joining Dan Hood, Editor-in-Chief of Accounting Today, on his podcast On the Air with Accounting Today to discuss one of the biggest shifts we’re...
Private Equity, Fit, and the Future of CPA Firm Deals with PGA Intermediary Morry Brown
In 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...
Building a Scalable Firm with Offshoring, AI, and Talent Strategy — with Wayne Findlay
In 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...
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