Accountant's Flight Plan

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https://geraldinecarter.com/
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https://geraldinecarter.com/book
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What To Consider Before Buying or Selling An Accounting Firm with Intermediary Stephanie Smith

mardi 1 octobre 2024 • Durée 32:48

What 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, you don’t want to miss out on Brannon and Stephanie's conversation!

This podcast touched on:

The importance of having a vision before you sell your CPA firm.
Why buyers and sellers need to consider cultural fit before transitioning.
Having hard conversations early on to avoid issues in the long run.

Whether you are considering buying or selling a CPA firm, it is crucial to consider your personal and professional goals beforehand. Knowing what your vision is before leaving your practice or buying a new one is vital to the success of either endeavor. Additionally, knowing what your values are and focusing on finding a cultural fit is key to the negotiation and transition process. Listen to learn more in this episode of the Accountant’s Flight Plan!

If this conversation inspires you to learn how your firm would fare in the marketplace, please download our CPA VALUATION KEY FACTORS REPORT.

You can listen to the podcast on the player below or watch the latest episode here!

Time stamps:

00:34 - Introduction of Stephanie Smith; Poe Group’s most experienced broker.

3:10 - What makes for the most challenging and most enjoyable deals?

10:55 - What you need to do to prepare to sell your CPA firm.

16:12 - Why focusing on fit is key to a successful accounting firm transition.

24:05 - How AI could help the accounting profession.

28:28 - Book recommendation: Crucial Conversations Tools for Talking When Stakes Are High

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Break Free from Hourly Billing and Increase Your CPA Firm’s Value with Geraldine Carter

mardi 17 septembre 2024 • Durée 39:05

Is 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 model altogether could be the key to raising your bottom line.

This podcast touched on:

Hourly billing vs value pricing.
The impact of private equity on the accounting industry.
Why hiring won’t solve the problem of overwork.

By refocusing on the value you can provide to your clients rather than on the hours you are billing them for you can increase your revenue while simultaneously lowering your hours. The key to building the business you want and living the life you want lies in refocusing your firm so that you can make meaningful changes. Listen in to learn how you can gain capacity, think critically, and make moves to live a life with balance.

Time Stamps:

0:38 - Introduction of Geraldine Carter

1:44 - Private equity firms in the accounting space

5:50 - Why are so many CPAs overworked and what is the solution?

15:31 - How to price upfront without hourly billing.

19:40 - Why hourly billing is a trap.

35:38 - Geraldine’s new book - Down to 40 Hours [https://geraldinecarter.com/book]

38:22 - Wrapping up

Getting in touch with Geraldine:

Geraldine’s Website: https://geraldinecarter.com/

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

mardi 2 avril 2024 • Durée 47:35

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 and outs of guiding buyers and sellers through the transition process. Discover what makes for a smooth transition and why preparation is integral to the acquisition process.

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

mercredi 28 février 2024 • Durée 53:32

Join me in a conversation about the world of specialization with Catherine Tindall, founder of Dominion Enterprise Services. Catherine’s area of expertise lies within her ability to craft precise credit and income tax planning strategies, particularly focused on the Employee Retention Credit (ERC). In this episode, Catherine shares her rationale for choosing to specialize in ERC, including where her practice will head in a post-ERC world. Together, we dive deep into the complex history of ERC, the future for professionals assisting in ERC, and the importance of understanding eligibility determinations for practitioners venturing into this specialty.

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

mercredi 7 février 2024 • Durée 44:35

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 wife decided to sell. Finding the right buyer is all about fit so we chatted about how Clay was able to establish what he wanted in a buyer and his motivation for a sale. Of course, we can’t talk about selling an accounting firm without reflecting on Clay’s experience with transition.

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

vendredi 26 janvier 2024 • Durée 49:29

Ready to grow your accounting firm? Let’s listen to the wisdom shared by a seasoned entrepreneur, Meryl Johnston. A Chartered Accountant, founder of Bean Ninjas, and Head of Accounting at TeamUp, Meryl brings a wealth of experience to the table. Together, we chat about the power of niching down and the art of running a non-owner-centric business. Meryl shares her entrepreneurial journey, transitioning from CEO to a part-time advisor role, noting the importance of sticking to your goals while growing a business, and ensuring your needs and life take precedence.

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

mercredi 27 décembre 2023 • Durée 44:04

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 is an advocate for unlocking the magic in numbers for business owners. Geni and I share a conversation about the current opportunities in advisory: Setting frameworks, showing accounting impact, and exploring niche services.

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

mercredi 15 novembre 2023 • Durée 39:43

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 deep into the topic of automation including the three main characteristics of an automated process.

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

jeudi 2 novembre 2023 • Durée 38:48

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 addition to her wealth of expertise in managing micro businesses, Andrea shares her insights on the strategic process of acquiring an accounting firm.

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

mardi 17 octobre 2023 • Durée 55:13

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 accounting industry. Jason is the founder of Thirveal, CEO of Blumer & Associates, and co-host of 2 podcasts: Thrivecast and The Businessology Show. He shares how he grew his cloud-based accounting firm over the past 20 years and why he became an advisor in the industry.

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