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PODCAST

The Unique CPA

Randy Crabtree, CPA

Over more than five years and 200 episodes, The Unique CPA has blossomed from "just an accounting podcast" into a community of thriving accounting professionals. With personal fulfillment and energizing, passionate work at the top of our list of priorities, we"re keeping you at the forefront of the changing face of public accounting through conversations with fascinating leaders who understand that the one constant in the accounting profession is change: Change in our approach to the demands of the

business management

All Episodes

34:53

Opening up About Mental Health: A Path to Wellbeing

The Unique CPA ·

2023/12/12

Episode 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

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45:45

People Advisory: The Next Evolution in Payroll Services

The Unique CPA ·

2023/12/05

Randy 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

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46:08

Culture as a Competitive Advantage: Your Way to the Top

The Unique CPA ·

2023/11/28

Dan 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

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32:25

Overcoming the Unexpected: The Journey Back from Stroke

The Unique CPA ·

2023/11/21

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 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

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40:50

Building a Thriving Remote Practice

The Unique CPA ·

2023/11/14

Episode 131 of The Unique CPA features Randy’s insightful discussion with Michael Ly, CEO of Reconciled, a leading virtual bookkeeping and accounting firm. Michael talks about building Reconciled from the ground up and his key strategies for growth, including acquiring other accounting firms. He provides valuable perspectives on remote work culture, the current state of AI in accounting, and his outlook on the future of the profession. He follows up with practical advice on building a thriving

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28:15

Acing Your Firm’s Hiring Using Data and Testing

The Unique CPA ·

2023/11/07

Episode 130 of The Unique CPA features Giles Pearson, the co-founder and CEO of Accountests, who talks to Randy about his background in public accounting and how his 18 years as a partner at a large firm. This inspired him to create Accountests to help firms make more informed hiring decisions. He discusses the various technical skills and personality tests Accountests offers and how they can help firms hire the right candidates faster, improve onboarding, and reduce costly turnover. Giles also

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41:09

Reduce Stress and Automate Work: Cloud Solutions

The Unique CPA ·

2023/10/31

Discover 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

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42:07

IRS Horror Stories (And How to Avoid Them)

The Unique CPA ·

2023/10/24

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 successful IRS representation practices. He shares stories, including one where he helped clients resolve large tax debts and avoid penalties, and another horror story that saw a preparer potentially on the hook for six figures. Eric provides valuable advice for tax season, such as considering collectability when

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52:23

Don't Just Show Up to Work, but to Create Excellence

The Unique CPA ·

2023/10/17

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 founder of Capella Hotel Group, Horst shares invaluable insights on achieving excellence through defining a specific goal for your business, empowering employees, and making customers feel cared for. Underlying his philosophy, which is centered around having a concrete, attainable goal, is a sense of responsibility to

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31:28

The Future of Accounting is Now

The Unique CPA ·

2023/10/10

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 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

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40:27

Prioritizing People: Building a Sustainable Practice

The Unique CPA ·

2023/10/03

Randy welcomes John Pace, the 2022 Digital CPA Innovation Practitioner of the Year, to The Unique CPA for episode 125. John transformed his outsourced accounting department, which is focused on nonprofits and government contractors, after becoming its director about a year into his time at GRF CPA in Bethesda, Maryland. He shares his insights into building a strong culture centered on employee wellbeing and work-life balance over billable hours. John's perspectives on leadership, innovation, and

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36:22

Automation as a Way to Reduce Burnout

The Unique CPA ·

2023/09/26

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 points to build FloQast, such as long hours both at a Big Four firm and at an L.A. startup, the difficulty of the month-end close process, and the need for a better work-life balance in accounting. He discusses growing FloQast to over 500 employees with a focus on culture and transparency. Get the full show notes and

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28:16

Reasonable Compensation 101

The Unique CPA ·

2023/09/19

Paul 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

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35:32

Price Psychology Underpins Profitability

The Unique CPA ·

2023/09/12

On Episode 122 of The Unique CPA, Randy is joined by accounting business expert Tatiana Tsoir. Tatiana shares her journey from accounting to entrepreneurship, and how she helps businesses succeed. Also an author, Tatiana covers an incredibly diverse range of topics, from price psychology to establishing work-life balance. Her passion for developing educational courses and coaching clients with the ultimate goal of bettering lives really shines through. Get the full show notes and more resources

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41:58

Building the Premier Accounting Firm

The Unique CPA ·

2023/09/05

Episode 121 of The Unique CPA features Roger Knecht sharing with Randy the key aspects of developing an accounting firm. Roger is President of Universal Accounting Center, a postsecondary school for accounting professionals, and the UAC has developed training programs that include identifying core service offerings, sales and marketing methods, pricing models, and providing value-added advisory services to help businesses grow and increase profits. Get the full show notes and more resources

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42:13

Collaboration and Innovation

The Unique CPA ·

2023/08/31

Randy connects with Chase Birky, co-founder of Dark Horse CPAs, on Episode 120 of The Unique CPA. Chase explains the platform model Dark Horse uses to support CPAs under the firm’s banner support services. CPAs can start, scale, and grow their practices through collaboration and shared resources within Dark Horse’s innovative structure. The two touch on how this model can help avoid burnout and promote mental health. Chase joined us a speaker and panelist at the 2023 Unique CPA: Bridging the Gap

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36:46

Helping Accountants Thrive: A Changing Industry

The Unique CPA ·

2023/08/22

On Episode 119 of The Unique CPA, Randy welcomes Seth Fineberg, founder of Accountants Forward. Seth is a veteran journalist and editor who has worked in the accounting industry for many years. He recently launched Accountants Forward, to consult with and help accounting professionals and vendors serving the industry. His vast experience in accounting media and in launching events and platforms inform his expertise. One major focus of his is on strengthening relationships between accountants and

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31:03

Building a Diverse Future for Accounting

The Unique CPA ·

2023/08/15

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 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

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31:53

Offshoring Done Right: Beat Busy Season Burnout

The Unique CPA ·

2023/08/08

Justin Korth of Lutz Accounting joins Randy on Episode 117 of The Unique CPA to discuss how his firm faced down the challenges currently endemic in the accounting profession. To tackle the shortage of accounting graduates and high turnover rates, among other issues, Lutz started outsourcing some tax and audit work to a team in India. Justin discusses how outsourcing has helped reduce employee workload during busy season while still maintaining a high level of client service. He provides five key

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27:43

The Opportunity in Opportunity Zones

The Unique CPA ·

2023/08/01

On Episode 116 of The Unique CPA, Randy is joined by Jonathan McGuire of Aldrich Advisors to discuss Opportunity Zones, a unique element of the tax code introduced by the Tax Cuts and Jobs Act in 2018. Opportunity Zones allow investors to defer capital gains taxes and later taxation by investing in designated low-income communities. Jonathan covers the tax benefits, requirements for Opportunity Zone Funds and Businesses, and types of eligible investments. Get the full show notes and more resources

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236 results

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