Scaling your CPA Practice and Providing Small Business Clients with Value - Video

What role can accountants play as partners for small business owners, and how can they navigate the challenges of scaling a firm? In this episode of The Accountant’s Flight Plan Podcast, Brannon explores these questions with Cory Gayman, a CPA and entrepreneur whose firm JCG CPA Firm specializes in empowering small business owners to succeed. As a firm owner who started small, Cory shares his journey and insights on building a client-focused practice, overcoming hiring challenges, and balancing service quality with sustainable growth.

As an advocate for proactive accounting, Cory discusses why accountants are uniquely positioned to help business owners understand the "language of business." He reveals common mistakes entrepreneurs make—like overlooking accounting basics and cash flow—and explains how accountants can help clients clarify their business goals. Cory points out that understanding cash flow isn’t just an accounting function; it’s essential for owners who want to grow beyond just "creating a job" for themselves and truly scale their business.

Cory also dives into the future of accounting, from embracing tech advances like online portals and automated updates to adapting to a changing labor market where remote work and outsourcing have become the norm. Building relationships with bookkeepers and leveraging outsourcing opportunities have helped Cory's firm thrive in a time of rapid change. For those looking to become more strategic business advisors, Cory’s story offers valuable lessons in adapting to technology and maintaining client-focused growth.
Curious about what it takes to scale your own accounting firm, work effectively with small business clients, or strengthen client relationships? Tune in for practical advice on the keys to a successful accounting practice, along with Cory’s recommended reads for inspiration.

If this conversation inspires you to learn how your firm would fare in the marketplace, please download our CPA VALUATION KEY FACTORS REPORT [https://poegroupadvisors.com/cpa-practice-valuation-factors/].

*Time Stamps*
00:18 - Introduction of Cory Gayman and his passion for small business ownership and helping entrepreneurs achieve their goals
3:42 - Facing and overcoming the challenges of scaling a business
7:57 - The most common mistakes small business owners make
11:33 - The importance of understanding how cashflow works in your business
14:20 - Being proactive and goal-oriented in your business
20:40 - Finding staff and attracting talent to the firm
22:36 - Book recommendation and closing thoughts

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Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms.

Poe Group Advisors is the premier accounting practice intermediary firm in the industry.
With over 20 years of experience in the accounting industry Brannon Poe’s work helping certified public accountants in brokerage and acquisitions has made Poe Group Advisors one of the premier consulting firms in the business.

Buying or selling a CPA firm is one of life’s most significant ventures. Qualified buyers looking to buy an accounting firm want to find the right business opportunity and accounting practice sellers want to find the right buyer.

For those looking to improve their firm for long term growth, our expertise can help maximize cash flow, increasing the bottom line and making your firm the best and most profitable that it can be. We offer many resources including Accounting Practice Academy: a community-based, 8-week workshop designed by Brannon Poe for accounting firm owners who want to increase profitability and reduce owner hours. As well as a TOP 50 featured accounting blog, the Accountant’s Flight Plan podcast and books on the issues that matter most: _Prepare Your CPA Firm for a Sale_ , _The Unplugged Vacation_ , and _Scaling Your Cloud Accounting Practice_ to name a few.

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