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Succession Planning Must Dos for Accounting Firms
Episode 823rd August 2022 • Insights in Accounting • Accounting Influencers Broadcast Network
00:00:00 00:12:49

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On behalf of the Accounting Influencers Broadcast Network, this is the "Insights in Accounting" show, going live every Tuesday. This show is about filling in the knowledge gaps in your busy lives as accountants and leaders in practice, plus bookkeepers, finance leaders and the software/fintech industry that serves them. It's what you missed and you didn't know you missed, and why it's important.

Episode 8. In today's interview, "Succession Planning Must Dos for Accounting Firms."

Key takeaways from this episode include:

asking whether the accounting firm you run, own, work for or engage is 'highly desirable

what the most successful accountancy firms focus on when it comes to succession planning

the need for 'best in class' accounting practices to focus their service offerings on what they are truly great at

the dangers for accountants and firms in dabbling with different sectors and services lines

why advice for accountants to 'sack bad clients' is poor advice, and what they should do instead

what being selective about clients can do for an accounting firm's succession plan and becoming a better firm to buy

how accounting firm culture has moved from being a luxury to a competitive advantage

what prioritizing your accounting firm's employer brand will do to raise the level of talent wanting to work for you

how pricing services appropriately in accounting firms can impact succession planning


by Brannon Poe


A reminder of 5 great shows in the Accounting Influencers Broadcast Network:

❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.

❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.

❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.

❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.

❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.

Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!


Mentioned in this episode:

Dead Show / Youtube




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