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The Unique CPA

107 Episodes

44 minutes | May 23, 2023
Breaking the Mold: Making Your Firm Profitable
Randy welcomes Jody Grunden of Anders CPAs on Episode 106 of The Unique CPA. A two-time author, speaker and visionary, Jody helped pioneer virtual CFO services as well as subscription-based billing in the accounting profession, creating new ways for firms to do business. He recounts his unusual journey, including tales of lost luggage and declined credit cards as he tried to finally solidify a stable business. Get the full show notes and more resources at TheUniqueCPA.com
45 minutes | May 16, 2023
Anytime, Anywhere Work: The Key to Staffing
On Episode 105 of The Unique CPA, Jennifer Lee Wilson returns and is joined by Renee Moelders to talk to Randy about the latest, encouraging results of ConvergenceCoaching’s biennial Anytime, Anywhere Work survey. The survey results are available for free, and they show big developments for firms in making work more flexible and more accessible. The trend indicates that these were the firms not having trouble attracting new talent or keeping existing talent: Perhaps an unsurprising consequence, but one that all accounting firms should take serious heed of. Get the full show notes and more resources at TheUniqueCPA.com
32 minutes | May 9, 2023
#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.com
43 minutes | May 2, 2023
Understand How the Profession REALLY Works
On Episode 103 of The Unique CPA, Randy is joined once again by Donny Shimamoto of IntrapriseTechKnowlogies and The Center for Accounting Transformation. With the busy season completed, Donny is now looking towards solutions to improve the wellbeing of the members of the profession and strategies for healthy firm culture and growth—and he has commissioned two research studies to find out how best to accomplish those goals: one on advisory services, and one on staffing strategies. The two discuss all the details, how to participate, and what kind of positive steps they’re hoping to take based on the resulting data. Get the full show notes and more resources at TheUniqueCPA.com
45 minutes | Apr 25, 2023
You 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.com
52 minutes | Apr 21, 2023
The First 100, Part 2: Hearing from the Guests
We're back with Part 2 of The Unique CPA's celebration of reaching the 100 episode milestone, with Episode 101. Randy is once again the “guest,” and producer Justin Grant of Professional Productions.net continues his hosting duties, as the two listen and respond to messages and questions sent in by several past and future guests on the show. Get the full show notes and more resources at TheUniqueCPA.com
43 minutes | Apr 18, 2023
Looking Back on the First 100
The Unique CPA has reached a milestone on Episode 100, and the tables have been turned on Randy! Longtime producer Justin Grant, founder of Professional Productions, asks the questions on this special episode, which in addition to being the hundredth, is also the first Unique CPA Happy Hour episode. Wondering what that’s all about? Tune in and find out—there are a few more surprises waiting, too! Get the full show notes and more resources at TheUniqueCPA.com
40 minutes | Apr 11, 2023
A Better Way: The Licensing Model
On episode 99 of The Unique CPA, Randy is joined by John Briggs, the Founder and CEO of Incite Tax. John has created a very unique model through Incite, whereby accountants may enter a licensing agreement with Incite, which handles the backend systems and lead generation, while allowing the accountants to have their own lucrative practices without working 60 or 70 hours a week. He explains his idea and his passion for bettering the accounting community, preventing the dehumanizations of its members, and improving mental health for all. Get the full show notes and more resources at TheUniqueCPA.com
31 minutes | Apr 4, 2023
Financial Planning: Integration Made Easy
Things are changed up on Episode 98 of The Unique CPA as Randy co-hosts with past guest Stephen Vono. Together, they talk with John Pastore of Integrated Financial Partners, discussing the importance and profitability of integrating financial planning services into your accounting practice, and the process IFP has developed with the goal of making it a seamless process. Get the full show notes and more resources at TheUniqueCPA.com
46 minutes | Mar 28, 2023
The Impact of Tech and Social Media
On Episode 97 of The Unique CPA, Randy sits down with Jason Staats, founder of Realize, a community of accounting leaders, and the co-host of the AutomationTown podcast. The former owner of Brenner & Company, LLP in Salem, Oregon, Jason has turned his attention to Realize full time, as well as to marketing via social media. The two discuss Jason’s social media presence, tech solutions to increase accounting productivity, and much more. Get the full show notes and more resources at TheUniqueCPA.com
47 minutes | Mar 21, 2023
Seismic Shifts in the Profession
Daniel Hood, Editor-in-Chief of Accounting Today, joins Randy for Episode 96 of The Unique CPA. Daniel has served in his current capacity since 2011, and has covered the accounting industry for much longer. He recounts what he considers some of the top ways the profession is currently transforming, and what individuals and firms alike need to do to stay on top of these changes. Get the full show notes and more resources at TheUniqueCPA.com
41 minutes | Mar 14, 2023
Not Just a Buzzword: Emotional Intelligence
Randy is joined by Heath Alloway of the Upstream Leader podcast for Episode 95 of The Unique CPA. Intelligence as it’s been traditionally viewed, is less important to the accounting professional and to leadership than a more vital factor: emotional intelligence. Heath talks about his journey to understand the impact of emotional intelligence, highlights the ways high levels of emotional intelligence and empathy positively impact people and firms, and discusses strategies for developing what he says is ultimately not an inborn trait, but a skill. Get the full show notes and more resources at TheUniqueCPA.com
41 minutes | Mar 7, 2023
Right-Sizing: A Firm Must
Jennifer Wilson of ConvergenceCoaching joins Randy on Episode 94 of The Unique CPA. Jennifer is a champion of right-sizing your accounting firm, which sometimes means difficult decisions for the sake of your employees, up to and including firing bad clients in order to, as Jennifer puts it, to “bring hope to the troops.” She shares some strategies for how to get to the right size, with a reminder that it’s the best path to prime your firm for growth. Get the full show notes and more resources at TheUniqueCPA.com
46 minutes | Feb 28, 2023
Making Your Firm Work for You
Randy 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.com
41 minutes | Feb 21, 2023
A Modern Approach to Accounting
On Episode 92 of The Unique CPA, Randy talks to Brandon Hall, the Real Estate CPA, about his modern approach to building an accounting firm: Results-based work tracking with no hours or hourly billing, a fully remote office staffed by accountants and tax advisors from all over the country, revenue targets reached through creative, content-based marketing, and more. Get the full show notes and more resources at TheUniqueCPA.com
61 minutes | Feb 14, 2023
ABC March Appness: The Accounting Bracket Challenge
On Episode 91 of The Unique CPA, Randy welcomes back friend of the podcast, Scott Scarano, who also co-hosted The Unique CPA's celebration at the Beer Temple in Chicago in the summer of 2022. Scott is the founder of Accounting High, and he also hosts the podcast of the same name, formerly known as the Sons of CPAs. Scott brings some exciting news: March Appness 2023, also known as ABC, the Accountant Bracket Challenge, where you can nominate your top five apps and platforms that contribute to all of our success in the profession. Nominate The Unique CPA at bracket.accountinghigh.com. Get show notes and more resources at TheUniqueCPA.com
31 minutes | Feb 7, 2023
Change for the Better
On Episode 90 of The Unique CPA, Randy is joined by Donny Shimamoto, Founder and Managing Director of IntrapriseTechKnowlogies, LLC, and “Inspiration Architect” at The Center for Accounting Transformation. An undisputed leader in the accounting industry, with accolades from Accounting Today, CPA Practice Advisor, CPA Technology Advisor and more, Donny's message is one of inclusivity, diversity, and belonging—and it's boiled down by the URL of The Center for Accounting Transformation's website: ImproveTheWorld.net. Get the full show notes and more resources at TheUniqueCPA.com
29 minutes | Jan 31, 2023
Revolutionizing the Accounting Industry Model
On Episode 89 of The Unique CPA, Randy chats with Dominique Molina, President of the American Institute of Certified Tax Planners. Dominique talks about her early days as a CPA, and how she thought opening her own practice would eliminate a lot of the negatives associated with working in the accounting profession. She realized, however, that a few more steps were necessary—with the key being control over one's own business and time. She discusses how accounting firms can achieve this, as well as delving into the Certified Tax Planner license and its utility in demonstrating that you are an expert at saving your clients money. Get the full show notes and more resources at TheUniqueCPA.com
51 minutes | Jan 24, 2023
Coaching You to Where You Want to Be
On Episode 88 of The Unique CPA, Randy talks to Brian Kush, co-founder of Intend2Lead, about things leaders in the accounting profession can change to make themselves and their workplaces healthier, happier, and more productive. They discuss the concept of intentionality, the importance of being openly vulnerable because of the relatability and humanity that affords, the unique challenges to firm culture that have arisen with the rise in remote working, and more. Get the full show notes and more resources at TheUniqueCPA.com
29 minutes | Jan 17, 2023
Scaling and Systematization
Ryan 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.com
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