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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

30:45

From Regional Firm to One-Person Show - Ep 18

The Unique CPA ·

2020/06/30

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 when the decision is made to strike out on your own? In this episode, Heather Martin, CPA, discusses her journey through leaving a large CPA firm, and the planning and implementation of steps to create a new business on her own. Get the full show notes and more resources at https://TheUniqueCPA.com

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35:12

Expanding the Vision for CPA Firms - Ep 17

The Unique CPA ·

2020/06/16

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 norm." In this episode, CEO and Managing Partner of Sikich LLP, Christopher Geier discusses some of the ways in which this benefits both firms and clients, as well as some interesting thoughts on their hiring philosophy. Get the full show notes and more resources at https://TheUniqueCPA.com

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25:53

Riding the Waves of Transition - Ep 16

The Unique CPA ·

2020/06/01

Despite transition being a constant theme in business, Skeet Haag, Managing Partner of Reynolds, Bones & Griesbeck, has taken a "right person, right seat" approach to maintaining consistency in the now 104-year-old firm, as did his predecessors. In this episode, Skeet shares some of the firm's core values as well as the impressive steps that are taken to ensure that everyone in the firm is living them. Get the full show notes and more resources at https://TheUniqueCPA.com

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37:31

Assisting Firms in Forward Movement - Ep 15

The Unique CPA ·

2020/05/19

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 technology. In this episode, Michael Platt, managing principal of The Platt Group, shares information on how firms can prepare for the next recession, and insight into the needs of young professionals, including what they consider when choosing an employer. Get the full show notes and more resources at https://TheUniqueCPA.com

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23:45

Surviving Stroke - and at Tax Season - Ep 14

The Unique CPA ·

2020/05/05

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 & Company, shares his experience of having a stroke just as tax season was beginning, and the important factors that came into play to keep the firm - and his recovery - running smoothly. Get the full show notes and more resources at https://TheUniqueCPA.com

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26:22

Thinking Outside the Box - Ep 13

The Unique CPA ·

2020/04/21

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 unique services and products. In this episode, CEO/ President, Dave Nissen, shares some of the many ways in which Mueller's willingness to be unique has helped the firm to expand and become an international presence while maintaining close relationships with clients. Get the full show notes and more resources at https://TheUniqueCPA.com

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38:49

Why State and Local Tax Law is Exciting - Ep 12

The Unique CPA ·

2020/04/07

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 some of the challenges that make it interesting. In particular, he discusses how changes in the world have a direct and immediate impact on tax laws, and offers examples of new situations that offer opportunities to create new laws. Get the full show notes and more resources at https://TheUniqueCPA.com

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01:11:35

Icons of Public Accounting Speak out on COVID-19 - Ep 11

The Unique CPA ·

2020/03/25

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 interviews six leaders and experts in the world of accounting and finance who offer suggestions and insights on how accounting firms can deal with the many issues and challenges that are arising as a result of the virus. Get the full show notes and more resources at https://TheUniqueCPA.com

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31:55

Loving and Embracing Change - Ep 10

The Unique CPA ·

2020/03/24

In this episode, Jennifer Lee Wilson explains the relationship between change and convergence coaching, and how it impacts business, technology, accounting, leadership and management. She also shares some significant information regarding attraction and retention, examining your business model, and why it is essential to rethink promotion requirements. Get the full show notes and more resources at https://TheUniqueCPA.com

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32:48

Generational Differences in the Workforce - Ep 9

The Unique CPA ·

2020/03/10

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 of people working together with various ages, skills and experience. He has extensive experience in data analytics and fraud prevention, and he is also passionate about the value brought by each generation in the workforce. Get the full show notes and more resources at https://TheUniqueCPA.com

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25:57

Special Tax Services and Credits - Ep 8

The Unique CPA ·

2020/02/25

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, discusses special services that could significantly impact how much your clients save on taxes. With more than 30 years' experience to his credit, Randy has worked closely with top company executives on tax planning and preparation. Get the full show notes and more resources at https://TheUniqueCPA.com

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41:13

How to Build a High-Performance Business - Ep 7

The Unique CPA ·

2020/02/11

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, don't fix it" mentality. In this episode, Sam Allred, Director at Upstream Academy, shares his inspiring insights on stepping out of your comfort zone, embracing change, and challenging yourself and your team in order to create a high-performing firm. Get the full show notes and more resources at https://TheUniqueCPA.com

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28:27

On the Importance of Being a Trusted Advisor - Ep 6

The Unique CPA ·

2020/01/28

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 you to go above and beyond in your efforts to best serve them. In this episode, Richard Kopelman, CEO and managing partner of Aprio, explains the importance of bringing head and heart to the table, which boosts not only the client's business but your own, too. Get the full show notes and more resources at https://TheUniqueCPA.com

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30:18

Preventing Professional Liability - Ep 5

The Unique CPA ·

2020/01/14

In the world of accounting, it is essential to be diligent about risk management and protecting client information, especially during mergers and acquisitions. Stephen Vono is Senior Vice President of McGowanPro; formerly NAPLIA. Since 1996 he has focused on Professional Liability Insurance and Risk Management for accounting firms. His primary aim is to lower the exposure to litigation for accountants and CPA firms. Get the full show notes and more resources at https://TheUniqueCPA.com

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26:12

David Bergstein: Technology and Accounting in the...

The Unique CPA ·

2019/12/17

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 visionary by many, David has won several awards in the industry, is an adjunct college professor. In this episode, we get a look at why he is highly active on social media, as well as how important it is to keep up with technology and especially as it pertains to business. Get the full show notes and more resources at

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28:24

An Innovative Approach to a Traditional Profession -...

The Unique CPA ·

2019/12/03

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 breweries and digital agencies. In this episode, Josh shares the journey that led him to establish an accounting practice in this unique style, as well as some of the unusual and interesting activities that keep the country-wide employees feeling part of the team. Get the full show notes and more resources at https://TheUniqueCPA.com

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33:56

John D. Sensiba: Old-Fashioned Values for Progressive...

The Unique CPA ·

2019/11/02

With 30 years’ experience in the active practice of public accounting, John Sensiba focuses leading professionals in the delivery of superior client service – helping the communities they serve, the clients they serve, and each other. When the bottom fell out of the global economy in 2008, John stepped into high gear. Determined to save the 30-year-old firm, he took over as Managing Partner and began a journey he could never have imagined at the time. In this episode, John shares the challenges he

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43:49

Accounting in the 21st Century - Ep 1

The Unique CPA ·

2019/10/23

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 CGMA, shares what led him to this career as well as his surprising discoveries about the importance of ongoing introspection, self-awareness and conscious personal development in enhancing his professional life. Get the full show notes and more resources at http://TheUniqueCPA.com

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