The Unique 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 profession, change in the technology we use to more efficiently do our jobs, and change in our ability to express who each of us really is as a human being.

Last refreshed: July 4th, 2025 at 12:15 PM ⓘ

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Episodes

Generational Differences in the Workforce - Ep 9

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...

Mar 10, 2020•33 min•Ep. 9

Special Tax Services and Credits - Ep 8

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...

Feb 25, 2020•26 min•Ep. 8

How to Build a High-Performance Business - Ep 7

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...

Feb 11, 2020•41 min•Ep. 7

On the Importance of Being a Trusted Advisor - Ep 6

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...

Jan 28, 2020•28 min•Ep. 6

Preventing Professional Liability - Ep 5

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...

Jan 14, 2020•30 min•Ep. 5

David Bergstein: Technology and Accounting in the 21st Century - Ep 4

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 https://TheUniqueCPA.com...

Dec 17, 2019•26 min•Ep. 4

An Innovative Approach to a Traditional Profession - Ep 3

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...

Dec 03, 2019•28 min•Ep. 3

John D. Sensiba: Old-Fashioned Values for Progressive Leadership - Ep 2

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 ...

Nov 02, 2019•34 min•Ep. 2

Accounting in the 21st Century - Ep 1

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

Oct 23, 2019•44 min•Ep. 1

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