Episodios
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On 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, all of which he has addressed in creating a unifying platform that can aid advisors in client acquisition and managing their practices more efficiently.
Get the full show notes and more resources at TheUniqueCPA.com
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Randy 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 itâs vital to seek help when you need it and find joy both inside and outside of the office. No matter where you feel you are mentally, this is one episode you wonât want to miss.
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Randy 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.
Get the full show notes and more resources at TheUniqueCPA.com
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We 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 podcastâs 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 âsceneâ 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 evolved, including improvements in work-life balance and the integration of tech. Join us for a nostalgic and insightful look backâand forwardâat The Unique CPA.
Get the full show notes and more resources at TheUniqueCPA.com
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Randy 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 âburn down and rebuildâ her business. Having struggled through 70-80 hour weeks for years, Tori moved away from the traditional CPA firm methodologies sheâd always known, adopting useful tech. Highlighting the power of community, she explains how she âfound her peopleâ 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 the first time. Toriâs truly unique perspective of saying enough is enough and deciding to rebuild from scratch is one you certainly donât want to miss.
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On 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 Chrisâs 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, with the desired effect being to maintain strong work culture while weathering the challenges of integrating new services and acquisitions.
Get the full show notes and more resources at TheUniqueCPA.com
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Join 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 theyâve had on the Unique CPA Community and the profession as a whole.
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Randy 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 in international business are not to be missed.
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On 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 heâs 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 firmâs client base. Offering tips to expanding into specific niches, the episode explores the broader challenges and opportunities in the accounting profession from the perspective of a new, âmodernâ firm owner.
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Lauren Bahr, VP of Finance at Occupier and podcast host, joins Randy to âbring the fun to financeâ 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.
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On 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.
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Itâs 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 Creditâs 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 wonât want to miss this to find out how best to serve your clients as the era of the ERC reaches its twilight.
Get the full show notes and more resources at TheUniqueCPA.com
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Randy 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 QuickFeeâs 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.
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Episode 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 for accountants to embrace these new technologies with the end goal being a happier profession with a healthier work-life balance.
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Randy welcomes back Roman Villard from Full Send Finance for Episode 171 almost a year after the recording date of Roman's first appearance on The Unique CPA. They discuss the progress and growth Full Send has seen in nearly a year, including updates on new service lines, team expansion, and a re-focus of how to track what progress actually means for the firm and its clients. Roman stresses that looking at internal operations over revenue metrics means that they are measuring something that is more impactful than just making money for the firm, and discusses the successful implementation of a data intelligence vertical. They also touch upon maintaining a strong company culture and the positive impact of letting go of a major client for the sake of team well-being.
Get the full show notes and more resources at TheUniqueCPA.com
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Roman 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 âSocial Media Influencerâ of the 2024 Bridging the Gap conference, and shared that one of his goals nearly a year ago was to increase his social media presence. Well we have to say you did a great job, Roman, and Randy will be checking back in with you in the next episode to see how your plans have panned out over the past year!
Get the full show notes and more resources at TheUniqueCPA.com
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On 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 oneâs professional passion, and the critical role of a long-term marketing plan.
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For our third and final bonus episode of The Unique CPA, Rob Brown from The Accounting Influencers talks to Kasidy Kersey and Robb Zbierski about their upcoming appearances at Bridging the Gap 2024. Kasidy, the founder of Marina Bay Yoga, will be the Wellness Coordinator for this year's Wellness Room, reprising her role from the 2023 edition. Bringing her own personal experience with burnout, her passion is to show overworked and stressed professionals how to better look after themselves. Robb Zbierski is a professional speaker, trainer and personal coach with Freedom Personal Development. The author of Train Your Brain for Success, Robb talks about taking an active role in managing your mind and thoughts and turning them towards working for you, rather than against you. Tune in to hear these last two guests' great insights, and be sure to attend Bridging the Gap 2024 to see them in person!
Get the full show notes and more resources at TheUniqueCPA.com
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Join 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 nicheâan invaluable episode for accounting professionals looking to elevate their practice.
Get the full show notes and more resources at TheUniqueCPA.com
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On this second bonus episode of The Unique CPA, host Rob Brown from the Accounting Influencers Podcasts returns to preview the Bridging the Gap Conference 2024, scheduled for July 22-24 in Rosemont, Illinois. This time, he is joined by speakers Nancy McClelland, Kristen Keats, Seth Feinberg, and Dawn Brolin as they discuss their roles and sessions at the event. Highlighting the conference's unique focus on mental health, professional growth, and community among accountants, all the speakers agree that Bridging the Gap is not like any other conference theyâve attended. The emphasize the elements of vulnerability, mental well-being, practical insights, and peer support that you donât see anywhere else. Listeners are encouraged to attend for actionable advice, networking opportunities, and a chance to reinvigorate their careers, as well as end the conference with the red carpet gala event!
Get the full show notes and more resources at TheUniqueCPA.com
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