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PODCAST

The Unique CPA

Randy Crabtree, CPA

Over more than six years and 250 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

28:53

Advisory Focus: Your Blueprint for Success

The Unique CPA ·

2025/02/11

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

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26:46

Soft Skills and Accounting Adventures

The Unique CPA ·

2025/02/04

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

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38:46

Redefining Success in Accounting: Looking Ahead

The Unique CPA ·

2025/01/28

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

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28:29

From Fairways to a Founder: A Charitable Drive

The Unique CPA ·

2025/01/21

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

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31:17

A Fresh Start: Building the Firm of Your Dreams

The Unique CPA ·

2025/01/14

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

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34:07

Accounting Success in 2025 and Beyond

The Unique CPA ·

2025/01/07

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

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48:53

Navigating Nonprofits and Fiscal Sponsorship

The Unique CPA ·

2024/12/31

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

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29:35

Crashing Through Accounting's Upper Limit Problem

The Unique CPA ·

2024/12/24

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

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29:22

Hidden Value: The Gem of Property Tax Strategy

The Unique CPA ·

2024/12/17

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

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33:41

Succession Success: Navigating Business Transition

The Unique CPA ·

2024/12/10

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

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26:19

Buy Back Your Time: Automate Your Firm

The Unique CPA ·

2024/12/03

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

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36:38

Streamlining Your Tax Season

The Unique CPA ·

2024/11/26

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

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38:18

The Coming Metamorphosis in Accounting

The Unique CPA ·

2024/11/19

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

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32:14

Harnessing the Future: Technology's Role in Advisory

The Unique CPA ·

2024/11/12

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,

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31:06

From Overwhelm to Empowerment: A Burnout Breakthrough

The Unique CPA ·

2024/11/05

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

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24:45

Passion and Innovation: Transform the Profession

The Unique CPA ·

2024/10/29

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

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42:54

Celebrating Five Years: An Interview with Randy Crabtree

The Unique CPA ·

2024/10/22

We go back in time on this special five-year anniversary Episode 182 of The Unique CPA, as original guest Tim Jipping, founder of Journey Advisors & CPAs, returns to interview Randy Crabtree on the podcast’s milestone show. Discussing the podcast's inception, evolution, and its impact on the accounting profession, Randy reflects on things that have surprised him about becoming a podcast host and the podcast “scene” in general, the influence guests like John Garrett, Josh Lance, Al-Nesha Jones and

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37:11

Rebuilding from Burnout: The Journey to a Balanced...

The Unique CPA ·

2024/10/15

Randy Crabtree talks to Tori McKee, the owner of Best Practice Bookkeeping and Payroll, on Episode 181 of The Unique CPA, and they focus on burnout. Tori shares her journey of professional transformation, having decided to “burn down and rebuild” her business. Having struggled through 70-80 hour weeks for years, Tori moved away from the traditional CPA firm methodologies she’d always known, adopting useful tech. Highlighting the power of community, she explains how she “found her people” on

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41:23

From Finance to Cloud Accounting: Expanded Horizons

The Unique CPA ·

2024/10/08

On Episode 180 of The Unique CPA, Chris Williams, the CEO of System Six, joins Randy for a conversation about the direction modern accounting is headed. System Six is a cloud-based finance and accounting firm Chris acquired, and he shares his journey, from his background in investment banking and private equity. With a focus on strong company culture characterized by joy, collaboration, and flexibility, the conversation covers Chris’s plans for the future of System Six, including potential

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19:54

Celebrating International Podcast Day

The Unique CPA ·

2024/10/01

Join us as we take a look back at six top rated episodes and guests to celebrate International Podcast Day on Episode 179 of The Unique CPA. Featuring Josh Lance, Allan Koltin, Tim Petrey, John Garrett, Eric Green, and Al-Nesha Jones, Randy reminisces about each guest and the impact they’ve had on the Unique CPA Community and the profession as a whole. Get the full show notes and more resources at TheUniqueCPA.com

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