Accountant's Flight Plan: Best Practices for Today's Firms

Accountant’s Flight Plan is filled with practical, time-tested strategies designed to help you take your practice to a higher level while enjoying your work.

Using real-world scenarios, practice owner testimonials, and written exercises, CPA and author Brannon Poe offers keen insights for developing customized, straightforward approaches to:

• hone your focus, eliminate frustration, and grow your bottom line;
• achieve meaningful work-life balance while increasing profitability;
• add more value to your clients;
• better manage or eliminate difficult and slow-paying clients;
• improve billing rates;
• increase new business through referrals; and
• enhance the value and salability of your practice.

You’ve got to have a plan. Whether you are a prospective practice owner or seasoned veteran, Accountant’s Flight Plan will help you reach your destination with greater surety, success, and satisfaction.

About the Author:  

Brannon Poe, CPA
A licensed CPA with nearly 20 years of professional experience, Brannon began his career in public accounting as an auditor with Ernst & Young before working for several years in auditing and tax preparation for the regional firm of Elliott, Davis & Company. Subsequently, Brannon became a shareholder in a privately held, family-owned business and a founding shareholder in a successful start-up manufacturing company.

This breadth of experience with companies large and small has helped Brannon excel in understanding and documenting the needs and challenges of successful practice transitions. Quarterly business coaching classes and continually investing in consultative and team building skills have helped Brannon and his team close over 100 transactions since 2003.

A graduate of the University of South Carolina with a BS in Accounting, Brannon is a senior advisor specializing in accounting practice sales, mergers, and acquisitions. He makes his home in Charleston, South Carolina with his wife and three children. Away from the office, Brannon enjoys competitive racquetball, boating, and fishing.