Shows
The Unique CPAHarnessing Sales and Business DevelopmentRandy Crabtree connects with business development specialist Chris Cocca on Episode 210 of The Unique CPA. The President of Strategic Sales and former actively practicing CPA, Chris now specializes in helping accounting firms grow and scale by identifying and leveraging their rainmakers, implementing effective business development processes, and formalizing sales methodologies. Focusing on efficiency in business development and highlighting the importance of having a sales leader within the firm, Chris emphasizes the need for a tailored approach to coaching salespeople and aligning business development with firm growth goals on a person-to-person level. Get the full show notes and...2025-05-0630 minThe Unique CPACPA, Impactful Advisor and More: Find Passion and PurposeRandy Crabtree welcomes Geni Whitehouse, an influential figure in the accounting profession known for her diverse roles including founder of The Impactful Advisor, ITA president, and winery consultant, on Episode 209 of The Unique CPA. Geni talks about things that made a difference in her career trajectory, highlighting her transition from an uninspired CPA to a passionate advocate for enhancing the accounting profession and the experiences of everyone involved. She stresses effective communication, the power of humor in public speaking, and the need to connect and make an impact. Geni’s commitment to training and mentorship—and her experiences in stan...2025-04-2928 minThe Unique CPANavigating the Accounting Landscape: Explore LeadershipRandy Crabtree is joined by Annette Wehrli of Effectivity Consulting on Episode 206 of The Unique CPA to talk about aligning business strategy with people strategy. They discuss the significant challenge many accounting firms face: transitioning professionals from technical experts to effective leaders, the importance of identifying the right leadership types and styles, and the need for a balance of technical, visionary, thought, and people leadership within firms. Annette highlights storytelling, culture, and customized leadership training programs as ways to enhance individuals’ innate leadership potential, seeing it as a path forward for the profession and aiding in its continued positive tr...2025-04-0836 minThe Unique CPABridging the Gap in the Accounting CommunityRandy Crabtree concludes his conversation on community with Nancy McClelland, The Dancing Accountant, on Episode 205 of The Unique CPA. They focus particularly on the vital role bookkeepers play in the accounting world, and the importance of collaboration between them and tax professionals. This, along with creating effective systems, are keys to building a culture of shared resources, proper communication, and continuous learning—essentially, forming stronger bonds within the community will lead to better results for service provider and client alike. Nancy highlights practical steps to educate small business owners, bookkeepers, and tax pros to foster better working relationships, underscoring th...2025-04-0131 minThe Unique CPAFrom Dancing to Music and Mastery of the ProfessionRandy Crabtree kicks off a two part conversation with Nancy McClelland, the Dancing Accountant, on Episode 204 of The Unique CPA. Their discussion will conclude the series on the impact of community in the accounting profession, where they delve into Nancy's journey from bookkeeping to becoming a CPA and the evolution of her business and identity. Nancy shares her insights on how pivotal relationships are to everything she does as owner of a “hyperlocal” firm, and the inspiration behind her initiative, “Ask a CPA,” which aims to foster collaboration between bookkeepers and tax professionals. The discussion highlights how better connections within t...2025-03-2537 minThe Unique CPAThe Unique CPA at 200: Community, Innovation and MoreWe have reached yet another mile episode of The Unique CPA, number 200, and Randy Crabtree joins producer Justin Grant to celebrate the show’s journey. They reflect on the supportive community that has sprung up around the show, the Bridging the Gap Conference, and plans for the future, while having some fun too with a bloopers segment that’s sure to make you laugh along with them. Randy also shares his thoughts on new directions for the podcast, such as becoming a go-to source for specialty tax news and analysis, and the rise of private equity in the accounting prof...2025-02-2531 minThe Unique CPAHarnessing Your Own Unique Force of AwesomeRandy Crabtree is joined by Dave Lane, founder of Grove & Grain Leadership, on Episode 199 of The Unique CPA. As a business executive, leader coach, keynote speaker, and fractional COO, Dave discusses his journey and philosophy around the concept of being a “force of awesome.” He elaborates on the importance of self-awareness, vulnerability, and identifying your true self for both personal fulfillment and professional success. Sharing methodologies and tools he uses, such as the “Listen, Reflect, and Ask” model, Dave seeks to help individuals and teams overcome challenges, improve their emotional intelligence, and foster a more cohesive and effective work environm...2025-02-1842 minThe Unique CPAAdvisory Focus: Your Blueprint for SuccessRandy welcomes Michael Haynes, go-to-market specialist and Director of Listen Innovate Grow, on Episode 198 of The Unique CPA. Michael explains how accounting firms can transition from transactional to advisory services, focusing on the importance of understanding client needs and conducting internal analysis to create a comprehensive go-to-market strategy. Michael instructs firms to identify their niche, develop the relevant advisory services, and leverage existing expertise for growth, as he stresses the importance of depth of expertise and strategic client engagement, shedding light on various advisory offerings and revenue opportunities. Get the full show notes and more resources at T...2025-02-1128 minThe Unique CPASoft Skills and Accounting AdventuresOn Episode 197 of The Unique CPA, Randy Crabtree welcomes Greg Adams, Senior VP and CFO at the American Management Association and author of the novel Green Shade$. Greg discusses his career journey, his passion for the profession which served as inspiration for his novel—which features an accountant protagonist—and his advocacy for improving the image and perception of accountants. He emphasizes the importance of soft skills in the accounting profession and offers insights on how to address the declining number of CPA exam takers by improving the image and appeal of accounting as a whole. Get the...2025-02-0426 minThe Unique CPARedefining Success in Accounting: Looking AheadEpisode 196 of The Unique CPA brings Liz Farr, a CPA and influential freelance writer, in conversation with Randy Crabtree. Liz discusses her diverse career path and how she transitioned from biochemistry to linguistics, then eventually to accounting, and finally writing within the profession. Taking a 30,000 foot view, they discuss the significant shifts happening in accounting such as innovative firm models, improvements in work-life balance, and the importance of a strong firm culture. Liz highlights the new generation’s entrepreneurial approach and the increasing emphasis on leadership and technology integration, as both reflect on their personal experiences and the evolving la...2025-01-2838 minThe Unique CPAFrom Fairways to a Founder: A Charitable DriveRandy Crabtree hosts Brian Floriani on a special Episode 195 of The Unique CPA. The founder of Bernie's Book Bank, Brian shares his moving story behind how he founded the organization in memory of his father, with the goal of addressing educational inequity through book ownership. Brian discusses the significant impact of providing books to under-resourced communities and reveals that a small increase in literacy could dramatically boost the economy. He highlights the organization’s achievements in Chicagoland, their expansion plans, and their commitment to efficient and sustainable operations. Get the full show notes and more resources at The...2025-01-2128 minThe Unique CPAA Fresh Start: Building the Firm of Your DreamsOn Episode 194 of The Unique CPA, Randy Crabtree chats with Kelly Rohrs, founder of her own CPA firm and co-host of the podcast From Zero to Millions: Accounting Edition. Kelly shares her journey from working in a traditional CPA firm to establishing her own practice and the strategies she employed to make it a success, such as leveraging LinkedIn for exposure and building authentic relationships. Kelly has been recognized by CPA Practice Advisor, making their “Top 40 Under 40” list, and she shares her insights on boundary setting, discusses her efforts to help other professionals through her mastermind groups, known as Fisc...2025-01-1431 minThe Unique CPAAccounting Success in 2025 and BeyondHappy new year to The Unique CPA community! David Hartley joins Randy on Episode 193 to kick off 2025 with a chat about a timely topic: The profession’s future and looking forward to the key things that will drive change within accounting. The Partner in Charge of Advisory at Anders CPAs and Advisors, David hits on the shift towards advisory services, emphasizing innovation and the future readiness of firms. Outlining Anders' proactive approach to strategic planning, compensation transparency, and technology integration, Dave also highlights the mental health and work-life balance initiatives at the firm while delving into the evolving importance of...2025-01-0734 minThe Unique CPANavigating Nonprofits and Fiscal SponsorshipRandy Crabtree welcomes Megan Tarnow on Episode 192 of The Unique CPA to discuss Megan’s unique niche: the intersection of nonprofits and QuickBooks. A speaker, trainer, and Top 100 Pro Advisor, Megan has lent a hand to numerous nonprofits over the years and even developed a Facebook group for nonprofit finance that boasts over 11,000 members. She explains the concept of fiscal sponsorship and its benefits, discussing tools like Ribbon which help streamline nonprofit administration, and she and Randy go over hypothetical and real-life examples of nonprofit operations and sponsorship, showcasing the vital aspects and potential challenges in running a nonprofit. If...2024-12-3148 minThe Unique CPACrashing Through Accounting's Upper Limit ProblemLoren Fogelman joins Randy Crabtree on Episode 191 of The Unique CPA to reveal her keys to enhance accounting firm owners’ earning potential while reducing their hours. Having transitioned from sports psychology to business coaching, Loren emphasizes the similarities between athletes and growth-minded firm owners, translating these similarities into concepts like value-based pricing and the importance of moving away from hourly billing to enhance earning potential without increasing hours worked. Loren shares actionable strategies including her Raise Your Rates formula and Good, Better, Best pricing model to help accountants price their services effectively. Underscoring the need for accountants to recognize th...2024-12-2429 minThe Unique CPAHidden Value: The Gem of Property Tax StrategyJoin Randy in his conversation with Josh Malancuk, a state property tax specialist, on Episode 190 of The Unique CPA. Josh discusses his role and the complexities of property tax reductions for businesses. He highlights how most businesses overpay on taxes due to a lack of expertise in reviewing tax assessments and compliance, especially in particular states where the rules differ significantly from most others. Josh explains the importance of bringing in specialists to find savings and ensure accurate assessments, with 20% savings across the board not an uncommon result when collaborating in this fashion. Get the full show...2024-12-1729 minThe Unique CPASuccession Success: Navigating Business TransitionOn episode 189 of The Unique CPA, Randy is joined by Anthony Venette of DeJoy to discuss the intricacies of succession, gift, and estate planning. Anthony shares insights from his career journey, emphasizing the importance of strategic planning for business continuity and ownership transfer, and he delves into succession planning's critical aspects, such as defining goals, internal vs. external transitions, and the impact of current legal landscape changes. Anthony outlines practical approaches for CPAs and offers examples of successful engagements, highlighting how important it is for just about any CPA to engage in early and ongoing planning to optimize outcomes...2024-12-1033 minThe Unique CPABuy Back Your Time: Automate Your FirmOn Episode 188 of The Unique CPA, Randy Crabtree connects with Isaac Perdomo, co-founder of Opzer, with a focus on automation in the profession. Isaac explains how Opzer helps accounting firms streamline their operations through process mapping, optimization, and custom workflow automation. Randy points out that oftentimes, those who would benefit most from automation don’t understand just how much time it can save, so they are reluctant to “take the plunge.” But from improving efficiency, enhancing client and team experiences, and gaining better insights, Isaac offers examples of automation in practice that have been more than worth it to his cl...2024-12-0326 minThe Unique CPAStreamlining Your Tax SeasonRandy welcomes Dan Berenholtz, co-founder and CEO of StanfordTax, to Episode 187 of The Unique CPA. Dan discusses how his company is revolutionizing the tax season process for accountants and clients alike. Detailing his passion for tech entrepreneurship, Dan explores StanfordTax's innovative approach to automating tax data collection, enhancing both client experience and accountant efficiency. He also highlights the integration of AI and future developments in tax technology that aim to make the profession more profitable and less time-consuming. Get the full show notes and more resources at TheUniqueCPA.com 2024-11-2636 minThe Unique CPAThe Coming Metamorphosis in AccountingRandy Crabtree talks to Lisa Simpson, Vice President of Firm Services at AICPA, on Episode 186 of The Unique CPA. Lisa stresses that essential transformations are needed to ensure a prosperous future for the profession. Fostering a healthy community of accounting professionals and critical shifts in the traditional business model are keys to staying relevant, as are leveraging technology and diversity to drive growth. As talent retention, compensation, and the importance of flexibility remain on the forefront of people’s minds, Lisa encourages firm leaders to engage with these topics because unlike the recent past, there won’t be another time...2024-11-1938 minThe Unique CPAHarnessing the Future: Technology's Role in AdvisoryOn Episode 185 of The Unique CPA, Randy digs into advisory platforms with David Snider, CEO and founder of Harness Wealth. Harness is one such platform making waves in the profession, and David, in discussing his journey from the real estate tech industry to tax and wealth management, explains how these worlds linked together for him to found Harness. Sharing his understanding of how technology can improve the efficiency and effectiveness of tax advisors, helping them to better serve their clients, David spotlights various industry challenges, the importance of specialization, and the need for innovation in the tax advisory space...2024-11-1232 minThe Unique CPAFrom Overwhelm to Empowerment: A Burnout BreakthroughRandy Crabtree returns to a very personally important topic to him, burnout, on Episode 184 of The Unique CPA. He sits down with specialist Anna Lovell-Nesmith to discuss the pervasiveness of burnout among accounting professionals. Anna shares her insights on recognizing and managing burnout, emphasizing the importance of time management, prioritization, and personalized strategies, which she provides through her work as a burnout specialist. Randy stresses the importance of creating awareness, and they agree it’s vital to seek help when you need it and find joy both inside and outside of the office. No matter where you feel you ar...2024-11-0531 minThe Unique CPAPassion and Innovation: Transform the ProfessionRandy Crabtree engages in an enlightening discussion with Hitendra Patil, seven-time Accounting Today Top 100 Most Influential Person, on Episode 183 of The Unique CPA. The President of Global F&A Services for Datamatics Business Solutions, Hitendra is an author and speaker who, like Randy, seeks to improve accounting as a whole. Highlighting the talent shortage and the evolving landscape of the profession amidst technological advancements and AI, Hitendra emphasizes the value of better narratives around the profession, especially as they relate to AI. He points at value pricing, client experience, outsourcing, and adapting business models as keys forward. ...2024-10-2924 minThe Unique CPACelebrating Five Years: An Interview with Randy CrabtreeWe go back in time on this special five-year anniversary Episode 182 of The Unique CPA, as original guest Tim Jipping, founder of Journey Advisors & CPAs, returns to interview Randy Crabtree on the podcast’s milestone show. Discussing the podcast's inception, evolution, and its impact on the accounting profession, Randy reflects on things that have surprised him about becoming a podcast host and the podcast “scene” in general, the influence guests like John Garrett, Josh Lance, Al-Nesha Jones and more have had on him, and the broader changes in the industry that the show has come to reflect as it has ev...2024-10-2242 minThe Unique CPARebuilding from Burnout: The Journey to a Balanced BusinessRandy Crabtree talks to Tori McKee, the owner of Best Practice Bookkeeping and Payroll, on Episode 181 of The Unique CPA, and they focus on burnout. Tori shares her journey of professional transformation, having decided to “burn down and rebuild” her business. Having struggled through 70-80 hour weeks for years, Tori moved away from the traditional CPA firm methodologies she’d always known, adopting useful tech. Highlighting the power of community, she explains how she “found her people” on #TaxTwitter, which helped her through these transitions and also led her to come out of her shell and attend conferences on her own for...2024-10-1537 minThe Unique CPAFrom Finance to Cloud Accounting: Expanded HorizonsOn Episode 180 of The Unique CPA, Chris Williams, the CEO of System Six, joins Randy for a conversation about the direction modern accounting is headed. System Six is a cloud-based finance and accounting firm Chris acquired, and he shares his journey, from his background in investment banking and private equity. With a focus on strong company culture characterized by joy, collaboration, and flexibility, the conversation covers Chris’s plans for the future of System Six, including potential acquisitions and expanding services to include tax and advisory offerings. Personal interactions are at the core of what Chris looks to do, wi...2024-10-0841 minThe Unique CPACelebrating International Podcast DayJoin us as we take a look back at six top rated episodes and guests to celebrate International Podcast Day on Episode 179 of The Unique CPA. Featuring Josh Lance, Allan Koltin, Tim Petrey, John Garrett, Eric Green, and Al-Nesha Jones, Randy reminisces about each guest and the impact they’ve had on the Unique CPA Community and the profession as a whole. Get the full show notes and more resources at TheUniqueCPA.com2024-10-0119 minThe Unique CPAConfront Your Firm’s Challenges… GloballyRandy Crabtree is joined by Andrew Leck, CEO of MSI Global Alliance, on Episode 178 of The Unique CPA. An international association of lawyers and accountants, MSI brings professionals together, and Andrew discusses the thriving and collaborative community MSI has created, with a special emphasis on its benefits to mental and physical well-being. Integrating accountants and lawyers under one umbrella brings a host of advantages, especially in the modern accounting context of global expansion and the impact of private equity. Andrew himself started his career as an accountant, so his insights on the evolving partnership model and of cultural differences...2024-09-2429 minThe Unique CPAHarnessing Social Media: Firm Building SuccessOn Episode 177 of The Unique CPA, Randy Crabtree interviews Logan Graf, Chief Tax Officer and Founder of The Graf Tax Co. Logan took an unusual path to starting his own firm, with him jumping into the fully remote model in the middle of Covid, and he’s continued on that unconventional trajectory by hiring his first employee through social media. Social media has been a key for Logan for both professional networking and marketing potential, as well as featuring prominently in his plans for expanding his firm’s client base. Offering tips to expanding into specific niches, the episode expl...2024-09-1730 minThe Unique CPABringing the Fun to FinanceLauren Bahr, VP of Finance at Occupier and podcast host, joins Randy to “bring the fun to finance” on Episode 176 of The Unique CPA. Lauren pursued her passion for startups, a sector she was exposed to during her time at PwC, ultimately leaving public accounting and further turning her energy towards educating others through her podcasts. Touching on the importance of creating a positive corporate culture, Lauren underscores the significance of relationships in building a thriving work environment. Get the full show notes and more resources at TheUniqueCPA.com2024-09-1024 minThe Unique CPALeadership from Unusual SourcesOn Episode 175 of The Unique CPA, Randy Crabtree connects with John J. Fenton who discusses his transformative journey from college athletics to public accounting to leadership coaching. John served as managing partner at BDO USA, and his experience of the profession drives his insights on leadership, employee engagement, trust, and progressing beyond the billable hour. John has drawn upon his time as a college athlete and his black belt certification to help him better appreciate the role of mindfulness and continuous self-improvement in effective leadership. Get the full show notes and more resources at TheUniqueCPA.com2024-09-0328 minThe Unique CPAWhat's Left for the ERC? Exploring the SituationIt’s once again time to dive into the ERC and update the profession on its current status! Nick Pantaleo joins Randy Crabtree for a special live streamed Episode 174 of The Unique CPA where they delve into the Employee Retention Credit’s journey. The two experts review the current state of play, with everything from legal updates, to IRS interpretations and processes, including their new risk assessment system, a second opportunity for amnesty, and further forecasting for the future. They then conclude their discussion by answering questions directly from the listeners! You won’t want to miss this to find o...2024-08-2735 minThe Unique CPAQuickFee and the Empowerment of Accounting FirmsRandy Crabtree is joined by Rafael Casas, Director of Strategic Alliances and Partnerships at QuickFee, on Episode 173 of The Unique CPA. Rafael opens by explaining QuickFee’s mission to aid accounting and legal firms in accelerating AR while leading the way in the profession on thought leadership around mental health, AI and automation, technology, and more. Through these initiatives, Rafael hopes to elevate the accounting profession, and on those lines, he touches upon the value of intellectual curiosity, resourcefulness, and community collaboration. Get the full show notes and more resources at TheUniqueCPA.com2024-08-2025 minThe Unique CPATech and the Future of Accounting: A Chat with The Radical CPAEpisode 172 of The Unique CPA brings Jody Padar, The Radical CPA, into conversation with Randy Crabtree. They discuss the evolution of accounting technology, from the early days of cloud computing to the current advancements in artificial intelligence, all of which Jody has been at the forefront of. She shares her journey as an early adopter even back in the pre-internet days, her influential role in shaping accounting practices, and her current work at april, which develops innovative, AI-powered tax software. Stressing the importance of adapting to new tools and the potential future changes in accounting, Jody emphasizes the need...2024-08-1322 minThe Unique CPAThe Full Send Approach: Accounting SuccessRoman Villard joins Randy Crabtree for Episode 170 of The Unique CPA to discuss his social media marketing approach and his founding of Full Send Finance. In a conversation recorded nearly a year ago, Roman discusses establishing his niche: Seed to Series B, primarily tech, startups. The key for Roman is his passion for working with early-stage companies, drawing from his family's entrepreneurial background and his own career choices. He also emphasizes the importance of creating a positive workplace culture, leveraging relationships for client acquisition, and his strategic use of social media for outreach and education. Roman won the “Social Me...2024-07-3028 minThe Unique CPAThe Big Idea: Strategic MarketingOn Episode 169 of The Unique CPA, Randy Crabtree connects with Katie Thomas, founder of Leaders Online, a marketing firm focused on business-to-accountants (B2A) services. They discuss Katie's journey from her entrepreneurial childhood to her professional experience in a Big Four accounting firm and her eventual venture into establishing Leaders Online to help accountants market their firms. Exploring the shift in marketing strategies for accounting firms, Katie emphasizes the importance of niche marketing, creating demand, and leveraging social media. Randy and Katie also touch on the evolving business development roles within firms, the necessity of following one’s professional pa...2024-07-2332 minThe Unique CPACreating Value and Community in Your FirmJoin Randy Crabtree on Episode 167 of The Unique CPA as he talks with Jake Kessenich, former COO and Partner at Encurio, about their recent rebranding journey, developing niche markets, and unique pricing strategies. Jake shares his insights into their industry transition, client relationships, and the importance of aligning personal values with business goals, which led to Encurio entering the death care services industry niche—an invaluable episode for accounting professionals looking to elevate their practice. Get the full show notes and more resources at TheUniqueCPA.com2024-07-1627 minThe Unique CPACollaborative Accounting with FreshBooksOn Episode 165 of The Unique CPA, Randy Crabtree talks Bridging the Gap 2024, highlighting the vital support of Diamond Sponsor FreshBooks with guest Laura Crean. Laura serves as Partner Program and Education Manager at FreshBooks, and she dives into her journey from Ireland to Canada as well as her role in FreshBooks' exciting new ventures, particularly FreshBooks’ recent transition to a full general ledger system and the innovative Collaborative Accounting Framework. The goal is a synergistic approach between accounting professionals and business owners, and Laura shares her insights on certification, onboarding, and maintaining a balanced work culture within the profession, und...2024-07-0935 minThe Unique CPAFrom the Front Lines: Special Guests at Bridging the Gap 2024On this special bonus episode of The Unique CPA, host Rob Brown from The Accounting Influencers Podcasts interviews prominent speakers of the upcoming Bridging the Gap Conference 2024, set to take place from July 22-24 in Rosemont, Illinois. Featured guests include Chad Davis, Roman Villard, Al-Nesha Jones, and Hitendra Patil, who share their backgrounds, insights about the accounting profession, and their excitement for the conference. They discuss their individual sessions, which range from exploring mental health and work-life balance to advanced automation and dealing with the accounting talent shortage. The episode provides useful tips on making the most out of...2024-07-0528 minThe Unique CPAInspiring All Generations: Mental Health AdvocacyRandy Crabtree welcomes Francesca Reicheter, founder and president of Inspiring My Generation, to Episode 162 of The Unique CPA. Francesca shares her personal journey with mental health challenges from a young age, including her experiences with anxiety, depression, and bipolar disorder, and the importance of mental health awareness, strategies to manage mental well-being. Her nonprofit organization aims to prevent suicide through awareness, conversation, education, and support. A poignant and inspiring discussion on overcoming mental health struggles and supporting others in their journey—this is one you don’t want to miss. Get the full show notes and more reso...2024-06-2528 minThe Unique CPALeadership, Culture, Growth: InsightsThe Unique CPA returns for Episode 161 with host Randy Crabtree welcoming Dave Olsen, founder and CEO of Nimbl and Nimbl Staffing. Dave delves deep into the essential elements of leadership, culture, and growth that have fueled Nimbl's success, including his transition from a Big Four auditor to a trailblazing business leader, building a thriving remote team across the U.S., Canada, and the Philippines. Dave identifies his evolution from an accounting “technician” to a leader as a key aspect of his growth and success, and highlights the importance of cultivating a strong people experience (PX) and client expe...2024-06-1830 minThe Unique CPAMind Over Stress: Managing Your Accounting BrainHost Randy Crabtree welcomes Dawn Goldberg to Episode 159 of The Unique CPA. The author of The Smarter Accountant, Dawn shares her journey in public accounting, working for major firms like Deloitte Touche and Ernst & Young, and explains how understanding our own cognitive processes can lead to a less stressful, more productive tax season—and year-round experience as an accountant. Dawn addresses common pain points for accountants, such as stress, overwhelm, and imposter syndrome, emphasizing the significance of using the higher brain to manage thoughts and improve time management and productivity, aiming for better work-life balance and professional fulfillment. 2024-06-0428 minThe Unique CPAPassion and Experience: Building a Niche FirmOn Episode 138 of The Unique CPA, join host Randy Crabtree as he chats with Timothy Wingate Jr., founder of G+F Business and Financial Consulting, about his journey from wanting to be the next Doogie Howser to creating a niche accounting practice focused on the construction industry. Timothy’s father worked in construction, so his experience runs deep and across generations, so his insights on niching, work-life balance, and effective marketing strategies are sure to be relevant to any accounting firm that is looking to drill down. Get the full show notes and more resources at TheUniqueCPA.co...2024-05-2839 minThe Unique CPAFinding Balance: From Burnout to WellnessRandy Crabtree welcomes Lauren Baptiste to Episode 156 of The Unique CPA. A kindred spirit on the topic of mental health for professionals, Lauren shares her profound journey from CPA burnout to work-life balance. Her actionable insights into recognizing burnout, lifestyle changes, and redefining productivity in the accounting profession could very well make a difference to any listener who is looking to take the first step to changing the direction their career is taking them. Discover strategies for self-care, identifying signs of burnout in yourself and others, and more. Get the full show notes and more resources at T...2024-05-1452 minThe Unique CPASALT and the Increasing Demands of the StatesOn Episode 155 of The Unique CPA, Randy Crabtree talks to SALT expert Jordan Goodman about various state and local tax issues including market-based sourcing, the impact of the pandemic on remote workforces, the ongoing implications of the Wayfair decision, and nuances of passthrough entity tax laws. Always an enthusiast, Jordan takes the complexities of tax law and offers fun and engaging insights for professionals navigating these topics. Get the full show notes and more resources at TheUniqueCPA.com2024-05-0732 minThe Unique CPAA Vision for Breaking the Mold in the ProfessionOn Episode 154 of The Unique CPA, Randy Crabtree engages in a far reaching discussion with Alan Whitman, former CEO at Baker Tilly, who now serves as an advisor and coach to professionals. They delve into the necessary evolution of the accounting profession, exploring themes of innovation, breaking traditional molds, and fostering a sustainable and attractive future for CPAs. Whitman shares his remarkable journey from a bright-eyed associate to a visionary leader, emphasizing the vital shifts needed in professional services and the “enjoyment gap” that seems to exist in the accounting profession, driving the pipeline problem we are currently facing. 2024-04-3035 minThe Unique CPAOne Step at a Time: Making Tech Work for YouByron Patrick of the B³ Method Institute joins Randy for Episode 153 of The Unique CPA, and they delve into Byron's transition from an “okay accountant” to a technology expert. Byron is passionate about well-being and its interplay with the profession, and he and Randy discuss the key that technology can improve efficiency, which eliminates the stresses and time sinks of the job, which leads to better work-life balance, but he holistically broadens his focus to things each person can do for themselves, too. That said, he shares information on AI tools like Bard, ChatGPT, and more, discussing their impact, ultim...2024-04-2342 minThe Unique CPAMaximizing Value in Your NicheRandy Crabtree sits down with Chris Farmand of Small Batch Standard on Episode 152 of The Unique CPA. They delve into the complexities and financial management gaps in the brewing industry, and how that relates to niching principles generally: the importance of deep relationships, industry concentration, and adapting to market changes. Lead generation, value pricing, and client transitions feature as well, with Chris reviewing the experiences he’s had in running Small Batch Standard. Get the full show notes and more resources at TheUniqueCPA.com2024-04-1630 minThe Unique CPANot Just the Endgame: Exit PlanningOn Episode 151 of The Unique CPA, Darryl Bates-Brownsword joins Randy Crabtree to discuss the importance of succession planning and its associated challenges. They delve into the benefits of early exit planning, with Darryl identifying the transition from selling hours to value-based service offerings as a key obstacle. Ultimately, exit planning is vital for businesses, and for CPAs looking to boost their advisory offerings, Darryl’s platform Capitaliz provides a guided way to do just that. Get the full show notes and more resources at TheUniqueCPA.com2024-04-0930 minThe Unique CPAThe Ideal Practice ModelOn Episode 149 of The Unique CPA, Joe Woodard joins Randy to discuss hot topics like the Private Equity revolution in accounting and the Scaling New Heights conference coming up in Orlando in June. Joe introduces the Woodard Ideal Practice Model, a multi-partite plan for firms to both determine and differentiate their services, and he offers wisdom about the difference between management and leadership. They discuss Scaling New Heights in some detail, mentioning the talk Randy will be giving on firm growth and culture at the event. Get the full show notes and more resources at TheUniqueCPA.com2024-03-2637 minThe Unique CPAThe Evolving Role of State SocietiesRandy Crabtree talks to Jen Cryder, CEO of PICPA, the Pennsylvania Institute of Certified Public Accountants, on Episode 148 of The Unique CPA. They discuss the role of state societies in accounting, with a focus on bringing some of the ideas that larger firms have come up with to smaller firms and adapting those ideas to fit. Jen draws on her extensive experience as an audit senior and partner to touch on company culture, preserving that through mergers, and the opportunities that are in front of firms to deal with and thrive through the staffing crisis. PICPA's vision involves human c...2024-03-1937 minThe Unique CPAHow to Found the Firm You WantIn this episode, Randy Crabtree chats with Al-Nesha Jones, founder of ASE Group, about her career transition, starting her own firm, and the lessons she learned to get it to where it is today. ASE Group serves as a beacon of DEI, employing full-time mothers and championing a four-day workweek with empowered employees and flexible schedules based on value billing that isn’t timesheet based. Al-Nesha discusses many of the stumbles she had along the way, resulting in improving firm processes, managing client expectations during COVID-19, the role of advisory services, and creating a firm that truly allows for pr...2024-03-1239 minThe Unique CPACarving Your Own Path: From Academia to TaxOn Episode 146 of The Unique CPA, Randy Crabtree is joined by Jeremy Wells, founder of JWellsCFO, to discuss Jeremy’s transition from grad school and earning a PhD, into a teaching career in academia, then changing careers mid-stream, resulting in him earning and maintaining both his EA and CPA. Jeremy’s and his transition from teaching to tax advising was multi-faceted, and buffeted by a mentor who helped “show him the ropes” as he made his way, while also giving him insights into the kind of firm he wanted to run. Jeremy highlights the challenges and rewards of self-employment and the...2024-03-0539 minThe Unique CPAConferences and Community: Bringing Accountants TogetherRandy Crabtree welcomes Accounting Today Editor-in-Chief Dan Hood back to The Unique CPA on Episode 145 to discuss the significance of community in the accounting profession. They explore the shift to other forms of communication and education that has developed over the past several years, from social media to webinars, then shift gears to focus on the good, old-fashioned conference: their value for community building, and the role of conversation and direct, personal interaction generally, in professional development. In the process, they provide all the details for Accounting Today’s Firm Growth Forum and Tri-Merit’s Bridging the Gap Conference for...2024-02-2736 minThe Unique CPAPrivate Equity's Impact: The Future of AccountingOn Episode 144 of The Unique CPA, Randy Crabtree chats with Tim Petrey, CEO of HD Growth Partners and White Glove Payroll. They delve into the impact of Private Equity on accounting through an examination of the newly announced strategic partnership between HD Growth Partners and ASCEND. Tim strongly believes that the Private Equity model provides for a new paradigm in the accounting profession, and with the right partnership, a progressive firm with solid foundations of corporate culture and client service can grow precipitously, powered by Private Equity’s “rocket fuel”, and safeguard itself against the “coming storm” that will affect the...2024-02-2052 minThe Unique CPABeing Yourself at Work: Blissful BalanceOn Episode 143 of The Unique CPA, Randy Crabtree chats with Amy Vetter about her diverse roles both inside and outside her career life, and the value of authenticity. A CPA, a yoga instructor, a technology business executive, an author, and more, Amy discusses her experiences with identity and career transitions, and the Business Balance Bliss concept she constructed as a result. Amy goes into her work at the B³ Method Institute, her achievements as a Certified Speaking Professional, and the programs she’s developed to make work-life “harmony,” rather than just balance, an achievable goal for CPA firms. Get...2024-02-1337 minThe Unique CPABig Changes in the ERC for 2024On Episode 142 of The Unique CPA, we take a look back at Tri-Merit’s Live Chat featuring Randy Crabtree, Nick Pantaleo, and Dan Chodan discussing the changes in the Employer Retention Credit (ERC), the impact of the moratorium, and the benefits of the amnesty and voluntary disclosure programs for the coming year. They delve into the Tax Relief for American Families and Workers Act of 2024, risks of litigation, and the importance of detailed filing. They conclude with an analysis of the new bill's expanded aspects and the need for voluntary disclosure. Get the full show notes and mo...2024-02-0646 minThe Unique CPAStrategize and Thrive: Marketing for AccountantsOn Episode 141 of The Unique CPA, join Randy Crabtree as he takes a dive into the dynamic world of accounting marketing with the insightful Karen Reyburn of The Profitable Firm. As a CPA turned marketing guru, Karen shares her expertise on effective client education, the power of niche marketing, and how accountants can leverage AI to transform their practices. Explore the importance of understanding your audience, the benefits of choosing a specific focus, and how to ensure your firm stands out in a crowded market. Whether you're looking to refine your marketing strategy or you’re curious about the fu...2024-01-3044 minThe Unique CPANiche, Specialization and Success: Making Accounting InterestingOn Episode 138 of The Unique CPA, Randy Crabtree chats with Greg Kyte about his unusual journey in accounting. From the controversies around the CPE available for listening to his Drunk Ethics podcast, as well as Oh My Fraud, another podcast Greg co-hosts, they discuss the importance of finding a niche in accounting in order to make yourself, and your work, more interesting—which has a cascading beneficial effect on everything you do. Get the full show notes and more resources at TheUniqueCPA.com2024-01-0942 minThe Unique CPAOpening up About Mental Health: A Path to WellbeingEpisode 135 of The Unique CPA features the important topic of mental health in the accounting profession. Gaynor Meilke talks to Randy about her experience with mental health struggles from a young age and how she now helps others, including children, tackle their challenges. She provides insights into the stressors accounting professionals face and signs of burnout. Randy also opens up about his personal journey with mental health after experiencing a stroke. They emphasize the importance of self-care, finding your passions, and getting help when needed. Through this candid conversation, they both hope to shine a light on a longstanding...2023-12-1234 minThe Unique CPAPeople Advisory: The Next Evolution in Payroll ServicesRandy Crabtree gets together with Will Lopez of Gusto on Episode 134 of The Unique CPA to talk about innovation in the accounting profession. Will shares his entrepreneurial journey from running his own practice to developing People Advisory as a service offering for accountants at Gusto. He explains the structured approach firms can take to modernizing by constantly experimenting and keeping services fresh, provides insights into the talent crisis in accounting, and how that crisis can be met by attracting new professionals with interesting, cutting edge offerings like People Advisory. His insights are rich for firms looking to enhance their...2023-12-0545 minThe Unique CPACulture as a Competitive Advantage: Your Way to the TopDan Hood, Editor-in-Chief at Accounting Today, returns to episode 133 of The Unique CPA to talk to Randy Crabtree about the keys to creating an unbeatable company culture. They discuss the intricacies and the delicate balance between rules and relationships that attracts top talent and builds a sustainable firm environment. Discover what can truly set firms apart and ordered, pre-planned strategies for navigating growth while maintaining a distinct identity. Hear firsthand how defining small cultural nuances can build a team people don't want to leave. Dan is full of invaluable insights as the quintessential industry insider. Get the...2023-11-2846 minThe Unique CPAOvercoming the Unexpected: The Journey Back from StrokeEpisode 132 of The Unique CPA features an inspiring conversation with Rich Kane about his experience surviving a stroke at a young age. Rich talks to Randy about his harrowing stroke story and recovery journey, including the lingering effects it’s had on his daily life and career. Both of them discuss the emotional impact the stroke has had on their lives. For accounting professionals, this episode highlights the real-life challenges stroke survivors face and promotes greater awareness of risk factors, with Randy and Rich discussing how to identify stroke symptoms through the BE FAST acronym. Overall, it's an insightful lo...2023-11-2132 minThe Unique CPAReduce Stress and Automate Work: Cloud SolutionsDiscover how to bring joy to accounting with cloud technology on Episode 129 of The Unique CPA! Kellie Parks talks to Randy Crabtree about her passion for bookkeeping and how she helps accounting professionals love cloud accounting as much as she does. Learn about the templates and tools Kelly provides to streamline your firm's processes and hear tips for implementing new technologies step-by-step without getting overwhelmed. Tune in to get insights on automating your work, improving work-life balance, and embracing cloud solutions to reduce stress in your practice. Get the full show notes and more resources at TheUniqueCPA.c...2023-10-3141 minThe Unique CPAThe Future of Accounting is NowRandy Crabtree talks to Hector Garcia, creator of RightTool, on Episode 126 of The Unique CPA. A QuickBooks expert, Hector discusses the future of the accounting profession in the age of AI and automation. He shares insightful perspectives on how software is changing the perception of accounting work, challenging the profession to get creative in redefining its roles and business models. Listen in to learn how to reinvent themselves and their firms to stay ahead of disruption, and get an exclusive look at Hector's upcoming conference focused on creative business models and future-proofing your role. Get the full...2023-10-1031 minThe Unique CPAReasonable Compensation 101Paul Hamann, the founder of RCReports, joins Randy for Episode 123 of The Unique CPA. Paul discusses reasonable compensation and how it plays a vital role in tax planning and compliance for closely held businesses. Paul debunks common myths around reasonable compensation and provides valuable insights into how to properly determine reasonable comp. He and Randy both stress the importance of advisory in accounting services and how that addition of value can boost your firm. Get the full show notes and more resources at TheUniqueCPA.com2023-09-1928 minThe Unique CPABuilding a Diverse Future for AccountingRandy welcomes newly appointed President and CEO of the Illinois CPA Society, Geof Brown, on Episode 118 of The Unique CPA. Geof discusses Diversity, Equity and Inclusion in the accounting profession and a report the Society recently published, going over Randy’s specific questions on a number of metrics. Jeff shares his insights and expertise around DEI and highlights the need to promote inclusion, recognize the benefits of diverse perspectives, and prioritize employees' mental health and wellbeing as ways not just to do the right thing, but to drive the success of your enterprise. Get the full show no...2023-08-1531 minThe Unique CPAFinding Focus in a Busy Profession: Combating BurnoutRandy talks to Zach Baughan, a mindfulness consultant and practitioner, on episode 113 of The Unique CPA. Zach discusses how mindfulness and meditation practices can help reduce stress and increase performance for accounting professionals through techniques like deep breathing and seated, silent meditation, as well as a number of book and app recommendations. Randy also talks to Zach about his own advocacy for mental health in the accounting profession and how he hopes to incorporate mindfulness into his talks going forward. Get the full show notes and more resources at TheUniqueCPA.com2023-07-1139 minThe Unique CPATax Optimization as a Key DriverRandy Crabtree talks “coach-ulting” and tax optimization with Brian Amann of CPA Edge on Episode 111 of The Unique CPA. Brian was the former founder and partner at TaxOps, which has been recognized as a top accounting firm by Accounting Today and Inc. magazine, among others, and he took his experience developing TaxOps’ model and offered it to other accounting professionals by founding CPA Edge. He stresses the important of culture and brand, both difficult things to measure, but very important in ensuring the success of an enterprise. Get the full show notes and more resources at TheUniqueCPA.com2023-06-2739 minThe Unique CPAStrategic, Organic Growth: The Optimal ChoiceRandy Crabtree is joined by Gale Crosley of Crosley+Company on episode 109 of The Unique CPA. Gale’s specialty is in driving strategic, organic, revenue growth for CPA firms, and she has been recognized for her influence and insights into the accounting profession by The Advisory Board, CPA Practice Advisors, Accounting Today, Inside Public Accounting, and more. Gale shares her insights through actionable principles any CPA firm can take now to improve its growth and profitability, and delves into just how strategic organic growth works. Get the full show notes and more resources at TheUniqueCPA.com2023-06-1345 minThe Unique CPA#TaxTwitter Retreat Unveiled!Mary McDonald joins Randy Crabtree on Episode 104 of The Unique CPA to talk about #TaxTwitter. When Mary, Dan Heron, and Allison McLeod started planning the TaxTwitter Retreat, they had no idea that it would far exceed their expectations, potentially bringing together professionals from various areas of the tax industry in an environment of camaraderie, learning, and even wine and beer tastings—the latter, thanks to Randy! Who knew that the power of community and networking could lead to such unexpected results? Get the full show notes and more resources at TheUniqueCPA.com2023-05-0932 minThe Unique CPAYou Heard It Here, Too!Continuing the theme of special episodes around the century mark, The Unique CPA presents a re-broadcast of Randy Crabtree’s recent appearance On The Air with Accounting Today. Host Daniel Hood leads a discussion with Randy and other guests David Bergstein and Jasen Stein of the AccounTrends Podcast focusing on the future of accounting and how best to stay on top of all the changes the profession is undergoing. Get the full show notes and more resources at TheUniqueCPA.com2023-04-2544 minThe Unique CPAMaking Your Firm Work for YouRandy welcomes Roger Knecht, president of Universal Accounting Center, on Episode 93 of The Unique CPA. The host of his own podcast, Building the Premier Accounting Firm, Roger talks to Randy about the systematic approach and educational process Universal Accounting offers to firms to grow, systematize, and improve the efficiency of their practices. He also shares some helpful tips and discusses the importance of focusing on your and others' mental health. Get the full show notes and more resources at TheUniqueCPA.com2023-02-2846 minThe Unique CPAScaling and SystematizationRyan Lazanis, host of the Future Firm Accounting podcast and founder of Future Firm, joins Randy Crabtree for Episode 87 of The Unique CPA. Randy queries Ryan about Future Firm, which helps accounting firms scale and systematize their offerings. They discuss tiered, consistent pricing and niching, as well as the nexus between the two concepts, and Ryan details some of the steps necessary to modernize an accounting firm. Get the full show notes and more resources at TheUniqueCPA.com2023-01-1729 minThe Unique CPATechnology is King: Leading the WayOn Episode 84 of The Unique CPA, Randy Crabtree welcomes Kenji Kuramoto, CEO and founder of Acuity. Kenji follows on from Matthew May’s appearance last week, as the two of them are co-hosts of the Drink While You Think podcast, which Randy has also appeared as a guest on them. Randy and Kenji talk about what makes Acuity unique in the accounting space, including a plethora of information on how to maximize your accounting firm’s revenue and profitability, and with a focus on technology. Get the full show notes and more resources at TheUniqueCPA.com2022-12-2745 minThe Unique CPACrypto in Accounting: Pitfalls and PrescriptionsRandy welcomes Matthew May for episode 83 of The Unique CPA. Matthew also appeared live at the Beer Temple with Randy, where they touched on some issues surrounding cryptocurrency and accounting, but in this episode, they dive into the details. Whether you’re just learning about how crypto works, both from a layman’s and an accounting perspective, or you’re well versed, you’ll find Matthew’s insights into this new frontier very useful. Get the full show notes and more resources at TheUniqueCPA.com2022-12-2044 minThe Unique CPATime's Up: The Rise of the Subscription ModelRandy Crabtree welcomes Ron Baker back for Episode 82 of The Unique CPA. Ron discusses his new book, Time's Up: The Subscription Business Model for Professional Firms, and the coming impact of the subscription model in the world of accounting. He reviews the reasons for making the switch in your own firm and makes the case for this metamorphosis through an evidence-based, data-driven approach. Get the full show notes and more resources at TheUniqueCPA.com2022-12-1350 minThe Unique CPAThe Importance of Valuation in Serving Your ClientsOn Episode 81 of The Unique CPA, Randy Crabtree speaks with valuation expert Melissa Gragg. Melissa’s focus is on gathering information about a business from a third party, neutral perspective, in order to help everyone involved in an event where business valuation is an important piece, to feel heard and fairly treated. She goes in depth with Randy about the process and about how regular business valuations can make the sale of a business so much more attractive to outside investors. Get the full show notes and more resources at TheUniqueCPA.com2022-12-0646 minThe Unique CPAERC RoundupThe Employee Retention Credit continues to be a hot topic in the accounting space, so Randy Crabtree gets together with Nick Pantaleo of Tri-Merit, Dan Chodan from Trout CPA, and Chris Wittich of Boyum Barenscheer. They touch on the dos and don’ts of the ERC, with a focus on the slew of misinformation on the topic, some of which has been pushed by pop-up ERC “shops” looking to profit off the opportunity, with little regard for whether the claims are proper, or even free of fraud. They conclude with some sage advice about how to keep your clients—and thei...2022-11-2957 minThe Unique CPAMaking the Profession Better, One Company at a TimeKristen Keats joins Randy Crabtree on episode 76 of The Unique CPA, or in her case, the very, very busy CPA. The owner or co-founder of four, vertically integrated companies, Kristen’s goal is to change the accounting industry—she sees the gaps and shortcomings of the traditional firm model, and she’s putting that goal into action by demonstrating that another way is possible. Get the full show notes and more resources at TheUniqueCPA.com2022-10-0428 minThe Unique CPACelebrating The Unique CPA: Season 3 Finale Part 3Episode 75 marks the end of festivities celebrating The Unique CPA from The Beer Temple in Chicago. In part 3, Blake Oliver, creator of Earmark CPE, and Matthew May, founder and VP at Acuity, join Randy Crabtree and Scott Scarano. They discuss the impact of technology, crypto, and the blockchain on accounting, talk more about the wave of private equity already sweeping firms, and hit on the most important thread of all running through good work in the profession: integrity. Get the full show notes and more resources at TheUniqueCPA.com2022-09-2037 minThe Unique CPAThe Changing Face of Public AccountingBlake Oliver joins Randy Crabtree on Episode 72 of The Unique CPA. The founder of Earmark CPE, Blake pieced together the seemingly disparate ideas of podcasts—a world to which he contributes via co-hosting the Cloud Accounting podcast—and CPE, utilizing his skills in web design, tech, and business building to bring free CPE to accountants nationwide. Plus, The Unique CPA has joined the Earmark family! So now you too can earn CPE by listening! Get the full show notes and more resources at TheUniqueCPA.com2022-08-0240 minThe Unique CPAChanging Your Life for the Better NowOn Episode 66 of The Unique CPA, Rob Brown joins Randy Crabtree to share their experiences as stroke survivors during Stroke Awareness Month. They highlight the key lessons they learned from these life-changing events, including the importance of being open and vulnerable with friends about struggles and of not waiting for a consequential event to make positive changes in one’s life. Get the full show notes and more resources at TheUniqueCPA.com2022-05-1032 minThe Unique CPAThe Vaporware ShowEpisode 65 of The Unique CPA is “pure vaporware”—just ask Randy’s guest, Scott Scarano, host of the Sons of CPAs Podcast and President of Padgett Business Services of Raleigh-Durham. Randy and Scott have a great time talking about everything under the sun, from beer and other methods of “relaxation”, to one of the key tenets of The Unique CPA, the changing face of public accounting, which also happens to be a heavy focus of Scott’s show. Get the full show notes and more resources at TheUniqueCPA.com2022-04-2652 minThe Unique CPATransforming Firm CultureJohn Garrett returns to The Unique CPA for episode 62, and he talks to Randy Crabtree about the importance of ensuring that a firm's people are actually treated like people. The author of What's Your “And”, John specializes in helping especially CPA firms attract and retain talent by emphasizing the human element and ensuring that a firm's culture doesn't just exist, but is thriving and aspirational for its employees. Get the full show notes and more resources at TheUniqueCPA.com2022-03-1534 minThe Unique CPANavigating New Lease Accounting StandardsOn Episode 61 of The Unique CPA, Randy Crabtree is joined by Joel Hess, a Principal at LeaseCrunch, which provides cloud-based lease accounting software solutions for CPA firms. Joel discusses the significance of new lease accounting standards and shares ways firms can efficiently implement them. Get the full show notes and more resources at TheUniqueCPA.com2022-03-0125 minThe Unique CPAKeeping Up with a Radical Technological TransitionOn Episode 60 of The Unique CPA, Randy speaks with Randy Johnston, Executive Vice President at K2 Enterprises and a leading technology consultant. Randy discusses how to find the optimal software package for client accounting services and shares his thoughts on the radical technology transition he foresees the industry undergoing over the next five years. Get the full show notes and more resources at TheUniqueCPA.com2022-02-1535 minThe Unique CPAHarnessing the Power of Your SubconsciousOn Episode 59 of The Unique CPA, Robb Zbierski returns to discuss ways to boost productivity with Randy Crabtree. Robb shares ten tips from his book, Master Your Mind, where he recommends practices to bypass negativity, internalize objectives on a subconscious level, and deliver results more efficiently. Get the full show notes and more resources at TheUniqueCPA.com2022-02-0138 minThe Unique CPARevolutionizing Fractional CFO ServicesOn Episode 57 of The Unique CPA, Terrell Turner returns to discuss the fractional CFO concept with Randy Crabtree. Terrell discusses recent honors he’s received, strategies for businesses who are looking for fractional CFO services, how his firm provides those services using a tailored pricing model, and his passion for helping business owners make the most of what they have. Get the full show notes and more resources at TheUniqueCPA.com2022-01-0428 minThe Unique CPABurnout: A Growing PhenomenonOn episode 55 of The Unique CPA, Randy is joined by Doug Brown of Summit Success International. Doug and Summit specialize in helping professionals and businesses take control of their workflow and time in order to better serve their clients, their employees and coworkers, and themselves. Randy focuses his questions around burnout, and Doug shares his considerable insights, including a number of useful takeaways. Get the full show notes and more resources at TheUniqueCPA.com2021-11-3021 minThe Unique CPAThe New Era of Private Equity InvestmentOn Episode 54 of The Unique CPA, Randy is joined by Allan Koltin, CPA, CGMA, the CEO of Koltin Consulting Group. With a laundry list of accolades, including Accounting Today's Top 100 Most Influential People in the Profession for over two decades running, Allan shares his insights into what he calls the "perfect storm" for why private equity firms are taking another shot at investing in accounting firms. He discusses with Randy the benefits to older and younger partners alike, and the danger for firms of being left behind if they don't act decisively. Get the full show notes a...2021-11-1622 minThe Unique CPAOften Overlooked: Cost SegregationOn Episode 52 of The Unique CPA, Randy talks to Craig Tobin of Tri-Merit about his Cost Segregation analysis services. With various tax laws becoming favorable, the opportunities for putting assets into a shorter life class, for lookbacks, and for other beneficial tax strategies are bigger than ever. Randy starts off this episode by sharing more information about The Unique CPA Virtual Conference, Coming December 2. Get the full show notes and more resources at TheUniqueCPA.com2021-10-1928 minThe Unique CPAUnique CPA Rewind: On the Importance of Being a Trusted AdvisorEpisode 49 of The Unique CPA is a look back at Randy's conversation in Episode 6 with Richard Kopelman, CEO of Aprio, LLP. Richard heads Aprio's CPA-led advisory services, and in this Unique CPA Rewind, he talks to Randy about how vital it is to be a trusted advisor to your clients. The events since the episode aired have truly pushed this facet of the account-client relationship to the forefront. Get the full show notes and more resources at TheUniqueCPA.com2021-09-0729 minThe Unique CPAMaking the ERC WorkThe Employee Retention Credit, or ERC, saw significant expansion for 2021. Randy Crabtree talks about various ways for your clients to qualify for the credit, how much benefit they can receive, and how the credit interplays with other credits available, with a particular focus on the Paycheck Protection Program, or PPP. Get the full show notes and more resources at TheUniqueCPA.com2021-07-2722 minThe Unique CPAFinding Your NicheOn episode 43 of The Unique CPA, Randy is joined by Geraldine Carter of the Smart Strategy for CPAs podcast, on which Randy was a recent guest. Geraldine's company, She Thinks Big Coaching, specializes in helping CPA firms find their niche in order to do more profitable, more efficient, better work for their clients. Get the full show notes and more resources at TheUniqueCPA.com2021-06-1525 minThe Unique CPABeing Flexible...with Beer!On episode 39 of The Unique CPA, Randy Crabtree talks to Doug Veliky, Chief Strategy Officer of craft brewery Revolution in Chicago. Doug’s unusual career path started in public accounting. After being knocked back for several positions which could have combined accounting with his love of craft beer, he started an Instagram account and a blog about craft beer for fun. These ultimately helped him land his first position with Revolution. Get the full show notes and more resources at TheUniqueCPA.com2021-04-2037 minThe Unique CPANuts and Bolts SeriesOn our new Nuts and Bolts series, Randy talks to Tom Parker and Layne Bodily, cofounders of FBP CPA. Tom and Layne started FBP with Tyler Fates in 2020 in Itasca, Illinois, with an eye towards establishing a modern accounting firm. Randy will have Tom, Layne and Tyler on in the future to check on the progress of their firm, and provide insights as to what has worked, what hasn't, and where the firm is headed as it continues to grow. Get the full show notes and more resources at TheUniqueCPA.com.2021-03-0924 minThe Unique CPAExploring Unique OpportunitiesThe entire planet has been impacted by the pandemic of 2020 and we can't begin to predict if or when it will ever return to what we knew as "normal." Most certainly, it has had a profound impact on the economy in many different ways. In this episode, host Randy Crabtree discusses some of the ways in which accountants can help put money back into their clients' businesses at this critical time. Get the full show notes and more resources at https://TheUniqueCPA.com2020-08-1121 min
The Unique CPAIcons of Public Accounting Speak out on COVID-19We are living in globally unprecedented times. No one is immune from the impact that Coronavirus is having on the world. In this episode, host Randy Crabtree interviews six leaders and experts in the world of accounting and finance who offer suggestions and insights on how accounting firms can deal with the many issues and challenges that are arising as a result of the virus. Get the full show notes and more resources at https://TheUniqueCPA.com2020-03-251h 11
The Unique CPASpecial Tax Services and CreditsSometimes tax services and credits change in ways that benefit businesses but they can't help if we aren't aware of them. In this episode, Randy Crabtree, CPA, discusses special services that could significantly impact how much your clients save on taxes. With more than 30 years' experience to his credit, Randy has worked closely with top company executives on tax planning and preparation. Get the full show notes and more resources at https://TheUniqueCPA.com2020-02-2525 min