Bölümler
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Logan Graf returns to The Unique CPA to continue the show’s focus on community in the accounting profession on Episode 202. The owner of Graf Tax and founder of Counter, Logan talks to Randy about the community he’s built with Counter, which was inspired by his YouTube channel and the transparency he had around sharing his financials there. This had prompted a lot of questions for many people around the profession, especially those with an entrepreneurial bent, and Logan’s response was to create a welcoming, supportive group for new and aspiring firm owners. Logan shares some of his insights on overcoming barriers in the profession, the need for accounting professionals to have confidence in themselves when approaching client interactions, and the impact innovative practices can have on the entire profession.
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Episode 201 of The Unique CPA kicks off a block of episodes focused on building community in the accounting profession, and to start, Randy talks with Ashley Carroll, founder of Operations House, about addressing burnout while driving firm profitability. Ashley details her mission to help accounting firms rethink their business structures and cultures and think of their employees more as human beings. Ashley recently introduced a “professional pep talk” initiative that provides support and encouragement to accounting professionals, and she discusses her own journey from accounting to operations, her mental health struggles, and her passion for fostering psychologically safe and profitable work environments.
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Eksik bölüm mü var?
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We 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 profession, before closing things out looking forward to the next hundred episodes.
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Randy 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 environment, with focuses on the impact personal growth can have on business outcomes, and the importance of integrating personal passions with professional duties.
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Randy 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.
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On 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.
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Episode 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 landscape, expressing optimism about the future of the profession.
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Randy 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.
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On 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 Fiscal Minds, and her podcast, and she emphasizes the importance of openness to innovation, of community, and maintaining work-life balance, as keys to her continuing success.
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Happy 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 value over billable hours in the accounting industry.
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Randy 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 nonprofits intersect your accounting world this is an episode you don’t want to miss.
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Loren 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 their own value, Loren and Randy stress the need to adopt new pricing models to achieve a better work-life balance and financial success.
Get the full show notes and more resources at TheUniqueCPA.com -
Join 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.
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On 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 for their clients.
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On 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 clients. Tune in and hear these valuable insights into how accounting firms can buy back their time and improve their operations through automation.
Get the full show notes and more resources at TheUniqueCPA.com
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Randy 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.
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Randy 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 when accounting students are “falling from the sky.” It will take major adaptations to keep your firm relevant in the coming age of change in the profession.
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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.
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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 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 are mentally, this is one episode you won’t 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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