Things are changed up on Episode 98 of The Unique CPA as Randy co-hosts with past guest Stephen Vono. Together, they talk with John Pastore of Integrated Financial Partners, discussing the importance and profitability of integrating financial planning services into your accounting practice, and the process IFP has developed with the goal of making it a seamless process. Get the full show notes and more resources at TheUniqueCPA.com
Apr 04, 2023•31 min•Ep. 98
On Episode 97 of The Unique CPA, Randy sits down with Jason Staats, founder of Realize, a community of accounting leaders, and the co-host of the AutomationTown podcast. The former owner of Brenner & Company, LLP in Salem, Oregon, Jason has turned his attention to Realize full time, as well as to marketing via social media. The two discuss Jason’s social media presence, tech solutions to increase accounting productivity, and much more. Get the full show notes and more resources at TheUniqueC...
Mar 28, 2023•46 min•Ep. 97
Daniel Hood, Editor-in-Chief of Accounting Today, joins Randy for Episode 96 of The Unique CPA. Daniel has served in his current capacity since 2011, and has covered the accounting industry for much longer. He recounts what he considers some of the top ways the profession is currently transforming, and what individuals and firms alike need to do to stay on top of these changes. Get the full show notes and more resources at TheUniqueCPA.com
Mar 21, 2023•47 min•Ep. 96
Randy is joined by Heath Alloway of the Upstream Leader podcast for Episode 95 of The Unique CPA. Intelligence as it’s been traditionally viewed, is less important to the accounting professional and to leadership than a more vital factor: emotional intelligence. Heath talks about his journey to understand the impact of emotional intelligence, highlights the ways high levels of emotional intelligence and empathy positively impact people and firms, and discusses strategies for developing what he s...
Mar 14, 2023•41 min•Ep. 95
Jennifer Wilson of ConvergenceCoaching joins Randy on Episode 94 of The Unique CPA. Jennifer is a champion of right-sizing your accounting firm, which sometimes means difficult decisions for the sake of your employees, up to and including firing bad clients in order to, as Jennifer puts it, to “bring hope to the troops.” She shares some strategies for how to get to the right size, with a reminder that it’s the best path to prime your firm for growth. Get the full show notes and more resources at...
Mar 07, 2023•41 min•Ep. 94
Randy welcomes Roger Knecht, president of Universal Accounting Center, on Episode 93 of The Unique CPA. The host of his own podcast, Building the Premier Accounting Firm, Roger talks to Randy about the systematic approach and educational process Universal Accounting offers to firms to grow, systematize, and improve the efficiency of their practices. He also shares some helpful tips and discusses the importance of focusing on your and others' mental health. Get the full show notes and more resour...
Feb 28, 2023•46 min•Ep. 93
On Episode 92 of The Unique CPA, Randy talks to Brandon Hall, the Real Estate CPA, about his modern approach to building an accounting firm: Results-based work tracking with no hours or hourly billing, a fully remote office staffed by accountants and tax advisors from all over the country, revenue targets reached through creative, content-based marketing, and more. Get the full show notes and more resources at TheUniqueCPA.com
Feb 21, 2023•41 min•Ep. 92
On Episode 91 of The Unique CPA, Randy welcomes back friend of the podcast, Scott Scarano, who also co-hosted The Unique CPA's celebration at the Beer Temple in Chicago in the summer of 2022. Scott is the founder of Accounting High , and he also hosts the podcast of the same name, formerly known as the Sons of CPAs. Scott brings some exciting news: March Appness 2023, also known as ABC, the Accountant Bracket Challenge, where you can nominate your top five apps and platforms that contribute to a...
Feb 14, 2023•1 hr 1 min•Ep. 91
On Episode 90 of The Unique CPA , Randy is joined by Donny Shimamoto, Founder and Managing Director of IntrapriseTechKnowlogies, LLC, and “Inspiration Architect” at The Center for Accounting Transformation. An undisputed leader in the accounting industry, with accolades from Accounting Today , CPA Practice Advisor , CPA Technology Advisor and more, Donny's message is one of inclusivity, diversity, and belonging—and it's boiled down by the URL of The Center for Accounting Transformation's website...
Feb 07, 2023•31 min•Ep. 90
On Episode 89 of The Unique CPA, Randy chats with Dominique Molina, President of the American Institute of Certified Tax Planners. Dominique talks about her early days as a CPA, and how she thought opening her own practice would eliminate a lot of the negatives associated with working in the accounting profession. She realized, however, that a few more steps were necessary—with the key being control over one's own business and time. She discusses how accounting firms can achieve this, as well as...
Jan 31, 2023•29 min•Ep. 89
On Episode 88 of The Unique CPA, Randy talks to Brian Kush, co-founder of Intend2Lead, about things leaders in the accounting profession can change to make themselves and their workplaces healthier, happier, and more productive. They discuss the concept of intentionality, the importance of being openly vulnerable because of the relatability and humanity that affords, the unique challenges to firm culture that have arisen with the rise in remote working, and more. Get the full show notes and more...
Jan 24, 2023•51 min•Ep. 88
Ryan Lazanis, host of the Future Firm Accounting podcast and founder of Future Firm, joins Randy Crabtree for Episode 87 of The Unique CPA . Randy queries Ryan about Future Firm, which helps accounting firms scale and systematize their offerings. They discuss tiered, consistent pricing and niching, as well as the nexus between the two concepts, and Ryan details some of the steps necessary to modernize an accounting firm. Get the full show notes and more resources at TheUniqueCPA.com...
Jan 17, 2023•29 min•Ep. 87
On Episode 86 of The Unique CPA , Randy welcomes Rob Santos and Rory Henry of Arrowroot Family Office, to discuss the opportunities for collaboration that exist between accounting firms and financial planners. Co-hosts of the AFO | Wealth Management Forward Podcast, Rob and Rory talk about the modern technological solutions that make individually tailored wealth management available to everyone—and explain what a massive improvement in the service offering they represent. Get the full show notes...
Jan 10, 2023•49 min•Ep. 86
On Episode 85 of The Unique CPA , Randy talks to Duke Alexander Moore, best known as the popular DukeLovesTaxes on TikTok, where he has 3.4 million followers and counting. Duke’s passion for the business of taxes is evident as he discusses the growth of his brand and social media presence. He shares some handy tips for dipping your toes into this arena of free marketing. Get the full show notes and more resources at TheUniqueCPA.com
Jan 03, 2023•32 min•Ep. 85
On Episode 84 of The Unique CPA , Randy Crabtree welcomes Kenji Kuramoto, CEO and founder of Acuity. Kenji follows on from Matthew May’s appearance last week, as the two of them are co-hosts of the Drink While You Think podcast, which Randy has also appeared as a guest on them. Randy and Kenji talk about what makes Acuity unique in the accounting space, including a plethora of information on how to maximize your accounting firm’s revenue and profitability, and with a focus on technology. Get the...
Dec 27, 2022•45 min•Ep. 84
Randy welcomes Matthew May for episode 83 of The Unique CPA . Matthew also appeared live at the Beer Temple with Randy, where they touched on some issues surrounding cryptocurrency and accounting, but in this episode, they dive into the details. Whether you’re just learning about how crypto works, both from a layman’s and an accounting perspective, or you’re well versed, you’ll find Matthew’s insights into this new frontier very useful. Get the full show notes and more resources at TheUniqueCPA....
Dec 20, 2022•44 min•Ep. 83
Randy Crabtree welcomes Ron Baker back for Episode 82 of The Unique CPA . Ron discusses his new book, Time's Up: The Subscription Business Model for Professional Firms , and the coming impact of the subscription model in the world of accounting. He reviews the reasons for making the switch in your own firm and makes the case for this metamorphosis through an evidence-based, data-driven approach. Get the full show notes and more resources at TheUniqueCPA.com...
Dec 13, 2022•51 min•Ep. 82
On Episode 81 of The Unique CPA , Randy Crabtree speaks with valuation expert Melissa Gragg. Melissa’s focus is on gathering information about a business from a third party, neutral perspective, in order to help everyone involved in an event where business valuation is an important piece, to feel heard and fairly treated. She goes in depth with Randy about the process and about how regular business valuations can make the sale of a business so much more attractive to outside investors. Get the f...
Dec 06, 2022•46 min•Ep. 81
The Employee Retention Credit continues to be a hot topic in the accounting space, so Randy Crabtree gets together with Nick Pantaleo of Tri-Merit, Dan Chodan from Trout CPA, and Chris Wittich of Boyum Barenscheer. They touch on the dos and don’ts of the ERC, with a focus on the slew of misinformation on the topic, some of which has been pushed by pop-up ERC “shops” looking to profit off the opportunity, with little regard for whether the claims are proper, or even free of fraud. They conclude w...
Nov 29, 2022•58 min•Ep. 80
Randy comes to you with a special announcement on the growth and future of The Unique CPA .
Nov 23, 2022•36 sec
Charles McKissick joins Randy for Episode 79 of The Unique CPA , and they discuss how accounting firms can benefit from outsourcing. Charles’ company, Unison Globus, provides dedicated outsourced teams to accounting firms across four continents, providing an innovative solution to tackling ongoing problems with staffing and employee retention in the accounting profession amidst the “great resignation.” Get the full show notes and more resources at TheUniqueCPA.com...
Nov 15, 2022•28 min•Ep. 79
The “ERC Nerds” unite on Episode 78 of The Unique CPA , as Dan Chodan of Trout CPA joins Randy to discuss the multifaceted nature of the ERC. They most especially get into the confusion surrounding this program being administered by the IRS, as well as going over some common areas where the confusion seems to be hitting the most. They also talk about a number of “horror stories” they have encountered, many of which have been perpetrated by pop-up tax shops looking to make a quick buck off the “E...
Nov 01, 2022•49 min•Ep. 78
On episode 77 of The Unique CPA , Randy talks to John Spence, author of Awesomely Simple and CEO of John Spence LLC, about his streamlined, simple techniques and strategies for helping businesses—and businesspeople—improve every day. John talks about the importance of reading and synthesizing a lot of information into simple takeaways, discusses the concepts of IQ, EQ and AQ, and offers helpful advice for anyone looking to get a leg up in their business or career. Get the full show notes and mor...
Oct 18, 2022•32 min•Ep. 77
Kristen Keats joins Randy Crabtree on episode 76 of The Unique CPA , or in her case, the very, very busy CPA. The owner or co-founder of four, vertically integrated companies, Kristen’s goal is to change the accounting industry—she sees the gaps and shortcomings of the traditional firm model, and she’s putting that goal into action by demonstrating that another way is possible. Get the full show notes and more resources at TheUniqueCPA.com...
Oct 04, 2022•28 min•Ep. 76
Episode 75 marks the end of festivities celebrating The Unique CPA from The Beer Temple in Chicago. In part 3, Blake Oliver, creator of Earmark CPE, and Matthew May, founder and VP at Acuity, join Randy Crabtree and Scott Scarano. They discuss the impact of technology, crypto, and the blockchain on accounting, talk more about the wave of private equity already sweeping firms, and hit on the most important thread of all running through good work in the profession: integrity. Get the full show not...
Sep 20, 2022•37 min•Ep. 75
The celebration continues with Episode 74 of The Unique CPA, live from The Beer Temple in Chicago. On part 2 of this three-part series, Randy and Scott Scarano of the Accounting High podcast talk to Dawn Brolin of Powerful Accounting and The Motivation Movement, a two-time “40 Under 40” award recipient from Accounting Today , and previous Unique CPA guest Josh Lance of Lance CPA Group, who has won the same award five times. Get the full show notes and more resources at TheUniqueCPA.com...
Sep 06, 2022•26 min•Season 3Ep. 74
Episode 73 of The Unique CPA is live from The Beer Temple in Chicago, and the end of Season 3 celebrations are so big, we’ve had to split it into three parts! Randy is joined by Scott Scarano, host of the Accounting High podcast, and they talk to Tim Jipping, owner of Journey Advisors & CPAs, Allan Koltin, the founder of Koltin Consulting Group, and Kenji Kuramoto, the CEO of Acuity. Get the full show notes and more resources at TheUniqueCPA.com...
Aug 23, 2022•32 min•Ep. 73
Blake Oliver joins Randy Crabtree on Episode 72 of The Unique CPA . The founder of Earmark CPE , Blake pieced together the seemingly disparate ideas of podcasts—a world to which he contributes via co-hosting the Cloud Accounting podcast—and CPE, utilizing his skills in web design, tech, and business building to bring free CPE to accountants nationwide. Plus, The Unique CPA has joined the Earmark family! So now you too can earn CPE by listening! Get the full show notes and more resources at TheUn...
Aug 02, 2022•40 min•Ep. 72
Tom Parker and Layne Bodily of FBP CPA first joined Randy on Episode 36 , where they discussed their co-founding of the firm in Itasca, Illinois and their vision for their venture. Tom and Layne discuss its evolution so far, the challenges they’ve faced around the pandemic, employee retention, and establishing structures and best practices. As well, Layne has resiliently responded in the face of a cancer diagnosis, with the team and clients of FBP rallying around him. Get the full show notes and...
Jul 19, 2022•37 min•Ep. 71
On episode 70 of The Unique CPA, Randy talks to Gary Shamis , CEO of Winding River Consulting , about being an entrepreneur and dealing with losing control. They also discuss Winding River Consulting and Gary’s Managing Partner Bootcamp . Get the full show notes and more resources at TheUniqueCPA.com...
Jul 05, 2022•41 min•Ep. 70
