Shows
Accountant's Flight PlanBreak Free from Hourly Billing and Increase Your CPA Firm’s Value with Geraldine CarterIs 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 w...
2024-09-1739 min
Business Strategy for CPA's298 3 Key Factors Driving Sales Multiples with Brannon Poe, CPAI get an update from Brannon Poe, CPA, on the marketplace, what’s driving multiples, and how P/E is impacting the space. We also discuss strategies and considerations for selling to an internal staff member. …Hey CPA firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a di...
2024-05-1531 minAccountant's Flight PlanWorking Less Than 40 Hours a Week as a CPA Firm Owner is Possible - Podcast with Geraldine CarterIf you are ready to learn the mindset shift needed to start thinking about scaling challenges creatively, this is a great episode. Geraldine Carter, coach to single-owner CPAs, joins me on this episode of Accountant’s Flight Plan and shares the mindset needed to bring your work week back to 40 hours.
2023-10-0436 min
CPA Trendlines PodcastsSandra Wiley: If you have the right culture, you'll find the right people.The DisruptorsWith Liz FarrSandra Wiley has been speaking with firm owners and leaders for nearly three decades and clearly sees the need for change in the profession.
MORE: Sandra Wiley here
MORE CPA TRENDLINES PODCASTS and VIDEOS: Peter Margaritis: The Power Skills Every Accountant Needs | Joe Montgomery: Find the Sweet Spot of the Right Clients, Right Services and Right Prices | Marie Green: Your Bad Apples Are Ruining You | Megan Genest Tarnow: Hire for Curiosity Rather Than Compliance | Clayton Oates: One Way to Keep Clients for Life | Randy Crabtree: Follow These Three R...
2023-08-2148 minBusiness Strategy for CPA's246 How to Improve Sale Multiples with Brannon Poe*Want one piece of business strategy delivered daily to your inbox?*Subscribe here: geraldinecarter.com/subscribeHow can CPA businesses make themselves more attractive to potential buyers and command a higher sale price?Brannon Poe offers tips for improving sale multiples for CPA businesses.Brannon is a CPA and is the founder of Poe Group Advisors, a brokerage business focused solely on accounting and CPA firms. Highlights:— ”In the landscape of buying and selling of accou...
2023-05-3129 min
Business Strategy for CPA's199 Selling Cloud-based vs Traditional CPA Firms with Brannon PoeA lot of CPAs have had enough, and are looking to sell off parts or all of their business. They have options when it comes to selling. And the farther ahead they plan, the better deal they’ll create for themselves. Here today to talk with me about what he sees happening right now in the buying and selling of CPA firms is my guest Brannon Poe, owner of Poe Group Advisors. Highlights: — “Firms that have a large number of personal tax, not associated with a business, tend to have higher staff turnover, higher...
2022-07-2024 minBusiness Strategy for CPA's162 How to Sell a CPA Firm for Optimal Price with Brannon PoeEven though you might not have selling your firm on your mind, building it AS IF you were going to sell it, even if you’re not, is a good business strategy, and will improve the value of what you build. Here today to talk with me about what he sees improving the value of CPA firms is my guest, Brannon Poe, owner of Poe Group Advisors. Brannon began facilitating successful accounting practice transitions in 2003. He pioneered a consulting-based approach to transitioning accounting firms, which has culminated in Poe Group Advisors’ unique process – The Seamless Success...
2021-11-0343 minAccountant's Flight PlanWhy You Need to Leave Billable Hours Behind with Geraldine Carter | Accountant’s Flight Plan PodcastIn her coaching, Geraldine focuses on the kind of pricing model you use in your firm, what your client list looks like, and what changes could be made based on your goals; and from there onto how to revitalize your firm with some simple changes to your service packaging and advisory. It was awesome getting to chat with her in this episode and share some commonalities in our coaching experience. In this episode, we both leaned into a common truth – that there’s so much possibility on the table for firm owners – especially in the forecasting and advisor...
2021-10-1443 min