Accountant's Flight Plan

Frank Longobardi started a five-person CPA firm in Hartford, Connecticut on November 1st, 1984, with a first-year revenue goal of $300,000. For the next 23 consecutive years, the firm grew both top and bottom line, every single year. By the time he and his partner decided to merge up, they had built a $14.5 million firm with over 100 people and ten partners. In this conversation, Frank walks through every phase of that journey with the kind of candor that only comes from having lived it. He t...

In this episode, Yuri (aka "The Fun CPA") explains why now is the perfect time to build the kind of firm where people genuinely want to work. He's spent four years building a following on LinkedIn by saying the things that managers and senior accountants at big firms are thinking but can't say out loud. His mission is to change the perception of accounting by showing what's possible when you prioritize people, mentorship, and actually enjoying the work you do. The good news is that stud...

You've spent years developing your next generation of partners, but what happens when they don't want to lead, can't secure financing, or simply aren't the right fit to take over? In this episode, our Ontario Market Leader Darryl Boyd, reveals why so many multi-partner firms are discovering that their "default" internal succession plan isn't working, and why external sales often deliver better outcomes for everyone involved. Over his decade with Poe Group Advisors, Darryl has helped th...

In this episode, we sit down with returning guest Nick Sinclair, founder and chairman of TOA Global, one of the largest accounting outsourcing companies in the world. Nick shares the unlikely origin story of how a leadership trip to the Philippines revealed the talent and scalability his own firm desperately needed. This inspired him to build what has now become a powerhouse with more than 4,500 team members serving over 1,100 firms worldwide. His personal “why” behind the business was ...

In this episode of The Accountant’s Flight Plan Podcast, we sit down with Jody Padar, known across the industry as The Radical CPA, to discuss how artificial intelligence is reshaping the accounting profession. Jody shares her journey from founding one of the first cloud firms in 2010 to working in tech startups like Botkeeper and now launching her newest venture, XcelLabs. Her mission is to prepare firms for 2030 by building AI-first practices that leverage automation to expand the capacity ...

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 needle. In this episode of The Accountant’s Flight Plan, Rob Dube opens the conversation by emphasizing that when leaders prioritize wellness, the team will follow suit. This results in less burnout, fewer mistakes, better client service, and a more harmonious work environment. If you are happy in...