Podcasts by The Unique CPA
The Unique CPA is the show where we’re going beyond compliance into forging new pathways of delivering value to clients, diversifying your revenue streams, and leading edge management techniques and styles. We’re keeping you at the forefront of the changing face of public accounting with fascinating leaders, bringing you their stories and advice inside the accounting industry.
Further podcasts by Randy Crabtree, CPA
Podcast on the topic Management
All episodes
Culture as a Competitive Advantage: Your Way to the Top from 2023-11-28T09:00
Dan Hood, Editor-in-Chief at Accounting Today, returns to episode 133 of The Unique CPA to talk to Randy Crabtree about the...
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Overcoming the Unexpected: The Journey Back from Stroke from 2023-11-21T09:00
Episode 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 Listen
Building a Thriving Remote Practice from 2023-11-14T09:00
Episode 131 of The Unique CPA features Randy’s insightful discussion with Michael Ly, CEO of Reconciled, a leading virtual bookkeepi...
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Reduce Stress and Automate Work: Cloud Solutions from 2023-10-31T08:00
Discover how to bring joy to accounting with cloud technology on Episode 129 of The Unique CPA! Kellie Parks talks to Randy Crabtree ...
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IRS Horror Stories (And How to Avoid Them) from 2023-10-24T08:00
On Episode 128 of The Unique CPA, Randy welcomes tax attorney and author Eric Green, the founder of Tax Rep Network. Eric’s goal with Tax Rep Network is to help tax professionals build...
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Don't Just Show Up to Work, but to Create Excellence from 2023-10-17T08:00
Randy welcomes a very special guest, legendary hospitality leader Horst Schulze, on episode 127 of The Unique CPA. The co-founder and former COO of Ritz-Carlton hotels, as well as the ...
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The Future of Accounting is Now from 2023-10-10T08:00
Randy 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...
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Prioritizing People: Building a Sustainable Practice from 2023-10-03T08:00
Randy welcomes John Pace, the 2022 Digital CPA Innovation Practitioner of the Year, to The Unique CPA for episode 125. John t...
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Automation as a Way to Reduce Burnout from 2023-09-26T08:00
On Episode 124 of The Unique CPA, Randy talks to Mike Whitmire, CEO and Co-Founder of FloQast. Mike discusses how he overcame burnout in public accounting brought on by personal pain p...
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Automation as a Way to Reduce Burnout from 2023-09-26T08:00
On Episode 124 of The Unique CPA, Randy talks to Mike Whitmire, CEO and Co-Founder of FloQast. Mike discusses how he overcame burnout in public accounting brought on by personal pain p...
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Reasonable Compensation 101 from 2023-09-19T08:00
Paul Hamann, the founder of RCReports, joins Randy for Episode 123 of The Unique CPA. Paul discusses reasonable compensation ...
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Price Psychology Underpins Profitability from 2023-09-12T08:00
On Episode 122 of The Unique CPA, Randy is joined by accounting business expert Tatiana Tsoir. Tatiana shares her journey fro...
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Building the Premier Accounting Firm from 2023-09-05T08:00
Episode 121 of The Unique CPA features Roger Knecht sharing with Randy the key aspects of developing an accounting firm. Roge...
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Collaboration and Innovation from 2023-08-31T08:00
Randy connects with Chase Birky, co-founder of Dark Horse CPAs, on Episode 120 of The Unique CPA. Chase explains the platform...
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Helping Accountants Thrive: A Changing Industry from 2023-08-22T08:00
On Episode 119 of The Unique CPA, Randy welcomes Seth Fineberg, founder of Accountants Forward. Seth is a veteran journalist ...
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Building a Diverse Future for Accounting from 2023-08-15T08:00
Randy 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 accoun...
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Offshoring Done Right: Beat Busy Season Burnout from 2023-08-08T08:00
Justin Korth of Lutz Accounting joins Randy on Episode 117 of The Unique CPA to discuss how his firm faced down the challenge...
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The Opportunity in Opportunity Zones from 2023-08-01T08:00
On Episode 116 of The Unique CPA, Randy is joined by Jonathan McGuire of Aldrich Advisors to discuss Opportunity Zones, a uni...
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From the Big Four to Tech Startups from 2023-07-25T08:00
On Episode 115 of The Unique CPA, Randy talks to Eileen Adao, Vice President of Strategy and Partnerships with Glean.ai. Eile...
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Becoming the Designated Motivator: Universal Success from 2023-07-18T08:00
On Episode 114 of The Unique CPA, Randy gets together with Dawn Brolin, the CEO of Powerful Accounting and author of The Desi...
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Finding Focus in a Busy Profession: Combating Burnout from 2023-07-11T08:00
Randy talks to Zach Baughan, a mindfulness consultant and practitioner, on episode 113 of The Unique CPA. Zach discusses how ...
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The “Virtuous Circle of Mutual Learning” and AI from 2023-07-04T08:00
Making technology work for your firm is the theme on Episode 112 of The Unique CPA. Randy talks to Ellen Choi, co-founder of Aiwyn, an automation platform for accounting firms. She tal...
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Tax Optimization as a Key Driver from 2023-06-27T08:00
Randy 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 be...
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Going All-In on Digital Marketing from 2023-06-20T08:00
David Toth of Winding River Consulting brings his digital marketing expertise to the table in this conversation with Randy on episode 110 of The Unique CPA. David identifies the five c...
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Strategic, Organic Growth: The Optimal Choice from 2023-06-13T08:00
Randy Crabtree is joined by Gale Crosley of Crosley+Company on...
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Automation: The Key to Scaling New Heights from 2023-06-06T08:00
Joe Woodard joins Randy for Episode 108 to talk about June's Scaling N...
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A Panorama of Business Success from 2023-05-30T11:01
Randy welcomes Tina White, the founder of Panoramic Academy, on Episode 107 of The Unique CPA. Tina started her career in the...
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Breaking the Mold: Making Your Firm Profitable from 2023-05-23T08:00
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-...
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Anytime, Anywhere Work: The Key to Staffing from 2023-05-16T08:00
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 A...
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#TaxTwitter Retreat Unveiled! from 2023-05-09T08:00
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 ha...
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Understand How the Profession REALLY Works from 2023-05-02T08:00
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 ...
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You Heard It Here, Too! from 2023-04-25T08:00
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 T...
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The First 100, Part 2: Hearing from the Guests from 2023-04-21T08:00
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 Listen
Looking Back on the First 100 from 2023-04-18T08:00
The Unique CPA has reached a milestone on Episode 100, and the tables have been turned on Randy! Longtime producer Justin Gra...
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A Better Way: The Licensing Model from 2023-04-11T08:00
On episode 99 of The Unique CPA, Randy is joined by John Briggs, the Founder and CEO of Inc...
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Financial Planning: Integration Made Easy from 2023-04-04T08:00
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...
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The Impact of Tech and Social Media from 2023-03-28T08:00
On Episode 97 of The Unique CPA, Randy sits down with Jason Staats, founder of Realize, a community of accounting leaders, an...
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Seismic Shifts in the Profession from 2023-03-21T08:00
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 ind...
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Not Just a Buzzword: Emotional Intelligence from 2023-03-14T09:00
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 pr...
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Right-Sizing: A Firm Must from 2023-03-07T09:00
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 decisio...
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Making Your Firm Work for You from 2023-02-28T09:00
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 t...
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A Modern Approach to Accounting from 2023-02-21T09:00
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 o...
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ABC March Appness: The Accounting Bracket Challenge from 2023-02-14T09:00
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 o...
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Change for the Better from 2023-02-07T09:00
On Episode 90 of The Unique CPA, Randy is joined by Donny Shimamoto, Founde...
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Revolutionizing the Accounting Industry Model from 2023-01-31T09:00
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...
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Coaching You to Where You Want to Be from 2023-01-24T09:00
On Episode 88 of The Unique CPA, Listen
Scaling and Systematization from 2023-01-17T09:00
Ryan Lazanis, host of the Future Firm Accounting podcast and founder of Fut...
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Be an Advisor, Not Just a Reporter from 2023-01-10T09:00
On Episode 86 of The Unique CPA, Randy welcomes Rob Santos and Rory Henry o...
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TikTok Famous: Viral Marketing with DukeLovesTaxes from 2023-01-03T08:00
On Episode 85 of The Unique CPA, Randy talks to Duke Alexander Moore, best ...
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Technology is King: Leading the Way from 2022-12-27T08:00
On Episode 84 of The Unique CPA, Randy Crabtree welcomes Kenji Kuramoto, CE...
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Crypto in Accounting: Pitfalls and Prescriptions from 2022-12-20T08:00
Time's Up: The Rise of the Subscription Model from 2022-12-13T08:00
Randy Crabtree welcomes Ron Baker back for Episode 82 of Listen
The Importance of Valuation in Serving Your Clients from 2022-12-06T08:00
On Episode 81 of The Unique CPA, Listen
ERC Roundup from 2022-11-29T08:00
The Employee Retention Credit continues to be a hot topic in the accounting space, so Listen
The Unique CPA Special Announcement from 2022-11-23T13:16
Randy comes to you with a special announcement on the growth and future of The Unique CPA.
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Modernizing Accounting Through Outsourcing from 2022-11-15T07:00
Charles McKissick joins Randy for Episode 79 of The Unique CPA, and they di...
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Demystifying the Employee Retention Credit from 2022-11-01T07:00
The “ERC Nerds” unite on Episode 78 of The Unique CPA, as Dan Chodan of Tro...
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Improving Yourself is Awesomely Simple from 2022-10-18T07:00
On episode 77 of The Unique CPA, Listen
Making the Profession Better, One Company at a Time from 2022-10-04T07:00
Kristen Keats joins Randy Crabtree on episode 76 of The Unique CPA, or in...
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Celebrating The Unique CPA: Season 3 Finale Part 3 from 2022-09-20T07:00:53
Episode 75 marks the end of festivities celebrating The Unique CPA from T...
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Celebrating The Unique CPA: Season 3 Finale Part 2 from 2022-09-06T07:54:46
The celebration continues with Episode 74 of The Unique CPA, live from The ...
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Celebrating The Unique CPA: Season 3 Finale Part 1 from 2022-08-23T07:00:25
Episode 73 of The Unique CPA is live from The Beer Temple in Chicago, and t...
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The Changing Face of Public Accounting from 2022-08-02T07:00:27
Blake Oliver joins Randy Crabtree on Episode 72 of The Unique CPA. The fo...
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Nuts and Bolts Series #2: Catching Up with Tom and Layne from 2022-07-19T07:00:02
Tom Parker and Layne Bodily of FBP CPA first joi...
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Importance of Value Pricing in Tax Accounting from 2022-06-21T07:00
On episode 69 of The Unique CPA, Rand...
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The Changing Culture of Accounting from 2022-06-07T07:00
On episode 68 of The Unique CPA, Randy talks to president and managing partner of GRF CPAs & Advisors, Jackie Cardello, about ...
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Lessons from an Economic Influencer from 2022-05-24T07:00:15
Episode 67 of The Unique CPA is all about the subscription model and how it ca...
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Changing Your Life for the Better Now from 2022-05-10T07:00:11
On Episode 66 of The Unique CPA, Rob Brown joins Randy Crabtree to share their...
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The Vaporware Show from 2022-04-26T07:00:25
Episode 65 of The Unique CPA is “pure vaporware”—just ask Randy’s guest, Sc...
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Personal Branding: More Important Than Ever from 2022-04-12T07:00:56
On episode 64 of The Unique CPA, Randy talks to Nick Cavuoto about the impo...
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Becoming a Constant Learner from 2022-03-29T07:00:31
On Episode 63 of The Unique CPA, Tom Gorczynski, Enrolled Agent, Certified ...
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Transforming Firm Culture from 2022-03-15T07:00:33
John Garrett returns to The Unique CPA for episode 62, and he talks to Randy Crabtree about the importance of ensuring that a ...
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Navigating New Lease Accounting Standards from 2022-03-01T05:01
On 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...
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Keeping Up with a Radical Technological Transition from 2022-02-15T08:38:50
On Episode 60 of The Unique CPA, Randy speaks with Randy Johnston, Executive Vice President at K2 Enterprises and a leading technology consultant. Randy discusses...
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Harnessing the Power of Your Subconscious from 2022-02-01T05:01:56
On Episode 59 of The Unique CPA, Robb Zbierski returns to discuss ways to b...
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The Recipe for Great Mentorship from 2022-01-18T05:01
On Episode 58 of The Unique CPA, Randy speaks with Rik Nemanick, the founde...
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Revolutionizing Fractional CFO Services from 2022-01-04T05:01
On Episode 57 of The Unique CPA, Terrell Turner returns to discuss the frac...
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Support in a Changing Landscape from 2021-12-14T06:01
On episode 56 of The Unique CPA, Randy talks to Grace Horvath, current Vice...
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Burnout: A Growing Phenomenon from 2021-11-30T05:01
On episode 55 of The Unique CPA, Randy is joined by Doug Brown of Summit Su...
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The New Era of Private Equity Investment from 2021-11-16T05:01
On Episode 54 of The Unique CPA, Randy is joined by Allan Koltin, CPA, CGMA...
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Organizing Career Development for Your Firm from 2021-11-02T04:01
Randy talks to Kathy Klang of Cummings Keegan on Episode 53 of The Unique CPA. She helped grow the firm as its Managing Partner for nearly 15 years, and she now s...
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Often Overlooked: Cost Segregation from 2021-10-19T07:00
On 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, t...
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Getting a Handle on Filings from 2021-10-05T04:01
On episode 51 of The Unique CPA, Randy talks to Nellie Akalp, the founder a...
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Updates to the ERC from 2021-09-21T04:01
Randy returns in episode 50 of The Unique CPA to discuss new guidance from ...
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Unique CPA Rewind: An Innovative Approach to a Traditional Profession Preview from 2021-09-10T19:46:21
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Making the ERC Work Preview from 2021-09-10T19:32:05
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Building a Business in an Unpredictable Landscape Preview from 2021-09-10T19:30:08
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Born to Be an Entrepreneur Preview from 2021-09-10T19:27:49
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Finding Your Niche Preview from 2021-09-10T19:26:36
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Bridging the Gap Between Business and Disability Preview from 2021-09-10T19:25:01
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Making the System Work Well Preview from 2021-09-10T19:21:28
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Performing Your Best Without the Stress Preview from 2021-09-10T19:19:44
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Being Flexible...with Beer! Preview from 2021-09-10T19:17:30
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The Fractional CFO Niche Preview from 2021-09-10T19:16:01
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Utilizing the Employee Retention Credit Preview from 2021-09-10T19:14:01
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Nuts and Bolts Series Preview from 2021-09-10T19:13:04
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Building Businesses: A Calling - Ep 35 Preview from 2021-09-10T19:11:39
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Promoting Financial Literacy - Ep 34 Preview from 2021-09-10T19:08:11
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“The Ultimate Trusted Advisor” - Ep 33 Preview from 2021-09-10T19:06:43
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Sales Strategies and M&A - Ep 32 Preview from 2021-09-10T19:05:04
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Building a Practice the Right Way - Ep 31 Preview from 2021-09-10T19:03:48
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The Power of Your “And” - Ep 30 Preview from 2021-09-10T19:02:35
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The Role of Data Analytics - Ep 29 Preview from 2021-09-10T19:00:51
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Solid Principles for Building Your Business - Ep 28 Preview from 2021-09-10T18:58:24
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Leaving the Peloton Behind - Ep 27 Preview from 2021-09-10T18:56:07
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Optimize Your Firm's Reach - Ep 26 Preview from 2021-09-10T18:52:52
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The Benefits of CPA Networks and Associations - Ep 25 Preview from 2021-09-10T18:47:03
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Unique CPA Rewind: On the Importance of Being a Trusted Advisor from 2021-09-07T04:01
Episode 49 of The Unique CPA is a look back at Randy's conversation in Epis...
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Unique CPA Rewind – Josh Lance from 2021-08-24T04:01
On episode 48 of The Unique CPA, we revisit Randy’s conversation with Found...
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Restaurants and the ERC Preview from 2021-08-19T15:55:29
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Hardest Hit: Restaurants and the ERC from 2021-08-10T04:01
Randy continues his analysis of the Employee Retention Credit on Episode 47 of The Unique CPAListen
Making the ERC Work from 2021-07-27T04:01
The 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...
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Building a Business in an Unpredictable Landscape from 2021-07-13T03:59
On Episode 45 of The Unique CPA, Randy talks to Listen
Born to Be an Entrepreneur from 2021-06-29T03:59
On episode 44 of The Unique CPA, Randy is joined by Listen
Finding Your Niche from 2021-06-15T07:00
On episode 43 of The Unique CPA, Randy is joined by Geraldine Carter of the...
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Making the System Work Well from 2021-06-01T07:00
On episode 42 of The Unique CPA, Randy welcomes Kristen Rampe, whose company, Rampe Consulting, specializes in vital big picture issues for firms, including partn...
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Bridging the Gap Between Business and Disability from 2021-05-18T07:00
Randy talks to Deb Russell about her work in disability inclusion. Her company works to educate and provide resources to help companies employ more people with di...
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Performing Your Best Without the Stress from 2021-05-04T07:00
Especially in the midst of what may be the longest tax season in history, CPAs are feeling especially pressured, burnt out and in need of some serious R&R. On Episode 40 of The Unique CPA Listen
Being Flexible...with Beer! from 2021-04-20T07:00
On episode 39 of The Unique CPA, Randy Crabtree talks to Doug Veliky, Chief...
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The Fractional CFO Niche from 2021-04-06T07:00
Fractional CFOs are a relatively new, fast-growing, and unique segment of the financial space. Randy talks to Terrell Turner of TLTurner Group, a fractional CFO f...
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Utilizing the Employee Retention Credit from 2021-03-23T07:00
Randy talks to Barry Devine of Tri-Merit about the incredible opportunities available with the Employee Retention Credit, or ERC, in 2021. They explain the big ch...
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Nuts and Bolts Series from 2021-03-09T08:00
On our new Nuts and Bolts series, Randy talks to Tom Parker and Layne Bodily, cofounders of Listen
Building Businesses: A Calling from 2021-02-23T08:00
On episode 35 of The Unique CPA, Randy has the opportunity to talk with Greg Skoda, one of two people who have built an accounting firm with a valuation in excess...
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Building Businesses: A Calling - Ep 35 from 2021-02-23T08:00
On episode 35 of The Unique CPA, Randy has the opportunity to talk with Greg Skoda, one of two people who have built an accounting firm with a valuation in excess...
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Promoting Financial Literacy from 2021-02-09T08:00
Randy talks with Matt Wheeler, Managing Partner of Wheeler Accountants and co-host of the Avocado Toast podcast, about his unique approach to promoting financial ...
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Promoting Financial Literacy - Ep 34 from 2021-02-09T08:00
Randy talks with Matt Wheeler, Managing Partner of Wheeler Accountants and co-host of the Avocado Toast podcast, about his unique approach to promoting financial ...
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“The Ultimate Trusted Advisor” from 2021-01-26T08:00
On Episode 33, Randy talks with Mark Koziel, CEO of Allinial Global, who discusses the unique challenges (and advantages) of taking over that role in the midst of...
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“The Ultimate Trusted Advisor” - Ep 33 from 2021-01-26T08:00
On Episode 33, Randy talks with Mark Koziel, CEO of Allinial Global, who discusses the unique challenges (and advantages) of taking over that role in the midst of...
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Sales Strategies and M&A from 2021-01-12T08:00
Randy talks to Bob Lewis, who was recently named one of Accounting Today's Top 100 Most Influential People in Accounting, about how CPA firms must position themse...
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Sales Strategies and M&A - Ep 32 from 2021-01-12T08:00
Randy talks to Bob Lewis, who was recently named one of Accounting Today's Top 100 Most Influential People in Accounting, about how CPA firms must position themse...
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Building a Practice the Right Way from 2020-12-29T08:00
Randy is joined by Mike Pine, founder of Pine & Company CPAs, to discuss the evolution of Mike's practice. After cutting his teeth on tax in the Big Four accounting world, Mike started his own p...
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Building a Practice the Right Way - Ep 31 from 2020-12-29T08:00
Randy is joined by Mike Pine, founder of Pine & Company CPAs, to discuss the evolution of Mike's practice. After cutting his teeth on tax in the Big Four accounting world, Mike started his own p...
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The Power of Your “And” from 2020-12-15T08:00
In business, especially in the world of accounting, people are often boiled down to what they bring to a firm, but not who they are. Emmy nominated writer and “Ca...
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The Power of Your “And” - Ep 30 from 2020-12-15T08:00
In business, especially in the world of accounting, people are often boiled down to what they bring to a firm, but not who they are. Emmy nominated writer and “Ca...
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The Role of Data Analytics from 2020-12-01T08:00
One of the hottest topics in the financial world today is Data Analytics. But how does a CPA firm start utilizing analytics in its own practice, or even offer Dat...
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The Role of Data Analytics - Ep 29 from 2020-12-01T08:00
One of the hottest topics in the financial world today is Data Analytics. But how does a CPA firm start utilizing analytics in its own practice, or even offer Dat...
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Solid Principles for Building Your Business from 2020-11-17T08:00
The Covid pandemic has prompted many businesses, especially accounting firms, to take stock of who and they are, where they are going, and what they need to do to...
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Solid Principles for Building Your Business - Ep 28 from 2020-11-17T08:00
The Covid pandemic has prompted many businesses, especially accounting firms, to take stock of who and they are, where they are going, and what they need to do to...
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Leaving the Peloton Behind - Ep 27 from 2020-11-03T08:00
Randy sits down with Martin Moll, co-founder of Breakaway BA, who went from being a managing partner of a large CPA firm to starting a company that specializes in...
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Optimize Your Firm's Reach - Ep 26 from 2020-10-20T07:00
Generally speaking, selling is not a CPA's favorite thing in the world to do. But without sales and without marketing, CPAs wouldn't have any clients to do the wo...
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The Benefits of CPA Networks and Associations - Ep 25 from 2020-10-06T04:30
Randy talks with Alan Deichler, president of CPAmerica, about the importance for CPA firms to join associations and networks such as CPAmerica and CPA Connect. Th...
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The Magic of Taking Risks - Ep 24 from 2020-09-22T04:30
What would you do if someone dropped a dream-come-true offer of international travel and an exciting career into your lap? Adam Crowson said "yes" to just such an...
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Preparing for New Owners - Ep 23 from 2020-09-08T04:30
In every accounting firm, there comes a time when managing partners will change for various reasons such as retirement. In this interesting episode, Dan McMahon, ...
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An Innovative Business Model for Accountants - Ep 22 from 2020-08-25T04:30
After witnessing the inevitable burnout that happens to many in the "old school" accounting business model, Erik Solbakken knew that he was destined for a differe...
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Exploring Unique Opportunities - Ep 21 from 2020-08-11T04:30
The 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 certain...
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From Two-Person Firm to Hundreds of M&A - Ep 20 from 2020-08-03T20:39:10
At the beginning of his career as a CPA, John Bly expected to be a "lifer" at PWC. But on discovering that it was possible to buy and sell firms, everything chang...
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Keeping the Light On - Ep 19 from 2020-07-14T04:30
Life and business can be stressful enough without the current global chaos caused by Covid-19. Many people are finding it difficult to stay positive and focused, ...
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From Regional Firm to One-Person Show - Ep 18 from 2020-06-30T04:30
Working for a couple of decades in the security and identity of a large firm offers numerous gifts of experience, learning, contacts, and more. But what happens w...
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Expanding the Vision for CPA Firms - Ep 17 from 2020-06-16T04:30
As the world and technology continue to change rapidly, many accounting firms are diversifying and offering a range of services that are quickly becoming "the nor...
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Riding the Waves of Transition - Ep 16 from 2020-06-01T17:56:44
Despite transition being a constant theme in business, Skeet Haag, Managing Partner of Reynolds, Bones & Griesbeck, has taken a "right person, right seat" approac...
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Assisting Firms in Forward Movement - Ep 15 from 2020-05-19T04:30
The world of accounting is changing faster than ever before. Many firms are even offering more services to their clients such as data analysis, marketing, and tec...
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Surviving Stroke - and at Tax Season - Ep 14 from 2020-05-05T04:30
You don't have to be an accountant to know that tax season is their busiest time of year. In this episode, David Radke, President and Managing Partner of Williams...
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Thinking Outside the Box - Ep 13 from 2020-04-21T04:30
Mueller prides itself on thinking outside the box. This entrepreneurial spirit is perfect given that most of the firm's clients are unique business owners with un...
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Why State and Local Tax Law is Exciting - Ep 12 from 2020-04-07T04:30
t might seem difficult to come up with anything that is exciting about state and local tax (SALT). In this episode, tax lawyer and CPA Jordan M. Goodman, shares s...
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Icons of Public Accounting Speak out on COVID-19 - Ep 11 from 2020-03-25T18:15:01
We 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 inte...
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Loving and Embracing Change - Ep 10 from 2020-03-24T04:30
In this episode, Jennifer Lee Wilson explains the relationship between change and convergence coaching, and how it impacts business, technology, accounting, leade...
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Generational Differences in the Workforce - Ep 9 from 2020-03-10T04:30
In this episode, Jeremy Clopton, Director at Upstream Academy, shares his insights on the dangers of using generational labels, and discusses some of the benefits...
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Special Tax Services and Credits - Ep 8 from 2020-02-25T05:30
Sometimes 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, di...
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How to Build a High-Performance Business - Ep 7 from 2020-02-11T05:30
It's one thing to build a successful business and maintain it at that level. Expanding it is quite another. It won't happen if you've got an "If it ain't broke, d...
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On the Importance of Being a Trusted Advisor - Ep 6 from 2020-01-28T05:30
It's not enough to give clients what they want. It's also important to give them what they need. Being a trusted advisor and consultant for your clients can help ...
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Preventing Professional Liability - Ep 5 from 2020-01-14T05:30
In the world of accounting, it is essential to be diligent about risk management and protecting client information, especially during mergers and acquisitions. <...
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David Bergstein: Technology and Accounting in the 21st Century - Ep 4 from 2019-12-17T05:00
David Bergstein has been in the accounting profession for 50 years. He has had experience in a variety of interesting roles, including IRS Chief. Seen as a vision...
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An Innovative Approach to a Traditional Profession - Ep 3 from 2019-12-03T10:00
Joshua Lance is the founder and Managing Director of Lance CPA Group, a virtual CPA firm that focuses on providing accounting and consulting services to craft bre...
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John D. Sensiba: Old-Fashioned Values for Progressive Leadership - Ep 2 from 2019-11-02T15:56:34
With 30 years’ experience in the active practice of public accounting, John Sensiba focuses leading professionals in the delivery of superior client service – hel...
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Accounting in the 21st Century - Ep 1 from 2019-10-23T17:53:04
Many people think that accounting is a fairly static and unchanging profession. Numbers are numbers; facts are facts. But in this episode, Tim Jipping, CPA and CG...
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