On episode 69 of The Unique CPA, Randy talks to Jackie Meyer , founder of Meyer Tax Consulting , about running a completely virtual firm using her ROI plan. They also discuss her tax planning program called Tax Plan IQ, which helps people in the industry get around confusing AICPA standards, and what types of leadership will help your business succeed. Get the full show notes and more resources at TheUniqueCPA.com...
On episode 68 of The Unique CPA , Randy talks to president and managing partner of GRF CPAs & Advisors, Jackie Cardello, about issues in the accounting industry like hiring and retaining employees, remaining diverse and inclusive, and the intimidating effects of social media. Get the show notes and more resources at TheUniqueCPA.com .
Episode 67 of The Unique CPA is all about the subscription model and how it can be applied to public accounting. Randy talks to Ron Baker, a LinkedIn Influencer acclaimed by Accounting Today and host of The Soul of Enterprise . Get the full show notes and more resources at TheUniqueCPA.com...
On Episode 66 of The Unique CPA , Rob Brown joins Randy Crabtree to share their experiences as stroke survivors during Stroke Awareness Month. They highlight the key lessons they learned from these life-changing events, including the importance of being open and vulnerable with friends about struggles and of not waiting for a consequential event to make positive changes in one’s life. Get the full show notes and more resources at TheUniqueCPA.com...
Episode 65 of The Unique CPA is “pure vaporware”—just ask Randy’s guest, Scott Scarano, host of the Sons of CPAs Podcast and President of Padgett Business Services of Raleigh-Durham. Randy and Scott have a great time talking about everything under the sun, from beer and other methods of “relaxation”, to one of the key tenets of The Unique CPA , the changing face of public accounting, which also happens to be a heavy focus of Scott’s show. Get the full show notes and more resources at TheUniqueCP...
On episode 64 of The Unique CPA , Randy talks to Nick Cavuoto about the importance of personal branding. Nick shares his own experience with transforming businesses’ marketing efforts, including Fortune 500 companies, and stresses the importance of building a connection with people. Get the full show notes and more resources at TheUniqueCPA.com
On Episode 63 of The Unique CPA , Tom Gorczynski, Enrolled Agent, Certified Tax Planner, and non-attorney member of the Bar of the United States Tax Court, discusses his role in educating other tax professionals and providing IRS representation for tax preparers. Tom shares his approach to research and education, and he highlights the importance of being a constant learner within the profession. Get the full show notes and more resources at TheUniqueCPA.com...
John Garrett returns to The Unique CPA for episode 62, and he talks to Randy Crabtree about the importance of ensuring that a firm's people are actually treated like people. The author of What's Your “And” , John specializes in helping especially CPA firms attract and retain talent by emphasizing the human element and ensuring that a firm's culture doesn't just exist, but is thriving and aspirational for its employees. Get the full show notes and more resources at TheUniqueCPA.com...
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 for CPA firms. Joel discusses the significance of new lease accounting standards and shares ways firms can efficiently implement them. Get the full show notes and more resources at TheUniqueCPA.com
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 how to find the optimal software package for client accounting services and shares his thoughts on the radical technology transition he foresees the industry undergoing over the next five years. Get the full show notes and more resources at TheUniqueCPA.com
On Episode 59 of The Unique CPA , Robb Zbierski returns to discuss ways to boost productivity with Randy Crabtree. Robb shares ten tips from his book, Master Your Mind, where he recommends practices to bypass negativity, internalize objectives on a subconscious level, and deliver results more efficiently. Get the full show notes and more resources at TheUniqueCPA.com
On Episode 58 of The Unique CPA , Randy speaks with Rik Nemanick, the founder of Nemanick Leadership Consulting. Rik shares eight rules for becoming a strong mentor from his book, The Mentor’s Way . He discusses gaps in how firms currently structure mentorship programs and offers advice on how to overcome common pitfalls. Get the full show notes and more resources at TheUniqueCPA.com
On Episode 57 of The Unique CPA , Terrell Turner returns to discuss the fractional CFO concept with Randy Crabtree. Terrell discusses recent honors he’s received, strategies for businesses who are looking for fractional CFO services, how his firm provides those services using a tailored pricing model, and his passion for helping business owners make the most of what they have. Get the full show notes and more resources at TheUniqueCPA.com...
On episode 56 of The Unique CPA , Randy talks to Grace Horvath, current Vice President of Services at CPAmerica, who will take over the role of President from January 1, 2022, onwards. Grace discusses her history in sales, her understanding of marketing and its importance for CPA firms, the changing landscape of the profession, and how important it member associations are to help guide succession, firm structure, and success both at the individual and firm level. Get the full show notes and more...
On episode 55 of The Unique CPA, Randy is joined by Doug Brown of Summit Success International. Doug and Summit specialize in helping professionals and businesses take control of their workflow and time in order to better serve their clients, their employees and coworkers, and themselves. Randy focuses his questions around burnout, and Doug shares his considerable insights, including a number of useful takeaways. Get the full show notes and more resources at TheUniqueCPA.com...
On Episode 54 of The Unique CPA , Randy is joined by Allan Koltin, CPA, CGMA, the CEO of Koltin Consulting Group. With a laundry list of accolades, including Accounting Today 's Top 100 Most Influential People in the Profession for over two decades running, Allan shares his insights into what he calls the "perfect storm" for why private equity firms are taking another shot at investing in accounting firms. He discusses with Randy the benefits to older and younger partners alike, and the danger f...
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 serves as Success Management Partner. In this role, she has developed a pathing system within the firm that helps new and existing employees alike get on the right career track. She discusses the process of developing this, the pitfalls, and the ethos necessary to make it work. Get the full show notes and more resources at TheUniqueCPA.c...
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, the opportunities for putting assets into a shorter life class, for lookbacks, and for other beneficial tax strategies are bigger than ever. Randy starts off this episode by sharing more information about The Unique CPA Virtual Conference, Coming December 2. Get the full show notes and more resources at TheUniqueCPA.com...
On episode 51 of The Unique CPA , Randy talks to Nellie Akalp, the founder and CEO of CorpNet, a legal filing company with services available in all 50 states. CorpNet can assist with filings to start a business, grow or expand a business, or make changes to a business. CorpNet also assists with compliance, winding up/dissolution, and other filing services. Get the full show notes and more resources at TheUniqueCPA.com
Randy returns in episode 50 of The Unique CPA to discuss new guidance from the IRS on the Employee Retention Credit. He talks about IRS Rev Proc 2021-33 (PPP loans, Restaurant Revitalization, Shuttered Venues, cash or accrual accounting) and IRS Notice 2021-49 (more on Shuttered Venues and Restaurant Revitalization), in addition to wage and employee counting methods that may apply to restaurants or all businesses generally, large and small. Get the full show notes and more resources at TheUnique...
Episode 49 of The Unique CPA is a look back at Randy's conversation in Episode 6 with Richard Kopelman, CEO of Aprio, LLP. Richard heads Aprio's CPA-led advisory services, and in this Unique CPA Rewind, he talks to Randy about how vital it is to be a trusted advisor to your clients. The events since the episode aired have truly pushed this facet of the account-client relationship to the forefront. Get the full show notes and more resources at TheUniqueCPA.com...
On episode 48 of The Unique CPA , we revisit Randy’s conversation with Founder and Managing Director of Lance CPA Group, Joshua Lance. Josh created a truly unique CPA firm—an entirely virtual practice with its 14 employees spread across the country, which provides accounting and consulting services only to craft breweries and digital agencies. Given the events of the past 18 months, Josh’s insights into working virtually are more relevant than ever. Get the full show notes and more resources at ...
Randy continues his analysis of the Employee Retention Credit on Episode 47 of The Unique CPA . His focus this time is on the restaurant industry, arguably the hardest hit industry in the country due to Covid. His deep dive into various opportunities tax preparers have to help their restaurant clients will be useful to anyone looking to maximize benefits to those clients. Get the full show notes and more resources at TheUniqueCPA.com
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 much benefit they can receive, and how the credit interplays with other credits available, with a particular focus on the Paycheck Protection Program, or PPP. Get the full show notes and more resources at TheUniqueCPA.com
On Episode 45 of The Unique CPA , Randy talks to Justin Elanjian , Partner-in-Charge of PPP & ERC Services at Aprio . Justin discusses how he navigated uncertainty and evolving guidelines while growing a new segment of the business that helps clients access COVID-19 relief funds. He shares some advice on the importance of thinking proactively and pursuing one’s passions, and he talks about what’s to come. Get the full show notes and more resources at TheUniqueCPA.com...
On episode 44 of The Unique CPA , Randy is joined by Caleb Jenkins of RLJ Financial Services . They discuss Caleb’s early start in entrepreneurship and accounting as a child. Caleb shares his insights on the growing Client Accounting Services sector and his experiences with SALT Microfinance Solutions , highlighting the importance of giving back. Get the full show notes and more resources at TheUniqueCPA.com...
On episode 43 of The Unique CPA , Randy is joined by Geraldine Carter of the Smart Strategy for CPAs podcast, on which Randy was a recent guest. Geraldine's company, She Thinks Big Coaching , specializes in helping CPA firms find their niche in order to do more profitable, more efficient, better work for their clients. Get the full show notes and more resources at TheUniqueCPA.com...
On episode 42 of The Unique CPA, Randy welcomes Kristen Rampe, whose company, Rampe Consulting, specializes in vital big picture issues for firms, including partner compensation, partner agreements, and strategic retreat facilitation. Kristen discusses the importance of getting these elements right in order to boost partner trust, accountability, and promote fairness from within a firm's structure. Get the full show notes and more resources at TheUniqueCPA.com...
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 disabilities. Previously, Deb helped Walgreens in their drive for disability inclusion, leading to an increase in hiring until disabled workers made up 10% of Walgreens’ workforce. Get the full show notes and more resources at TheUniqueCPA.com
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 , Randy talks to Eva Medilek about maintaining balance in one's life, even while striving for high achievement. She stresses the importance of not losing sight of your “why,” whatever it may be, in the midst of the stresses and obligations of your work. Get the full show notes and more resources at TheUniqu...
