The Unique CPA

Randy Crabtree, CPA
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The Unique CPA Podcast

The Unique CPA is the show where we’re going beyond compliance into forging new pathways of delivering value to clients, diversifying your revenue streams, and leading edge management techniques and styles. We’re keeping you at the forefront of the changing face of public accounting with fascinating leaders, bringing you their stories and advice inside the accounting industry.

  1. 3 DAYS AGO

    Confront Your Firm’s Challenges… Globally

    Randy Crabtree is joined by Andrew Leck, CEO of MSI Global Alliance, on Episode 178 of The Unique CPA. An international association of lawyers and accountants, MSI brings professionals together, and Andrew discusses the thriving and collaborative community MSI has created, with a special emphasis on its benefits to mental and physical well-being. Integrating accountants and lawyers under one umbrella brings a host of advantages, especially in the modern accounting context of global expansion and the impact of private equity. Andrew himself started his career as an accountant, so his insights on the evolving partnership model and of cultural differences in international business are not to be missed. Get the full show notes and more resources at TheUniqueCPA.com

    29 min

  2. 17 SEPT

    Harnessing Social Media: Firm Building Success

    On Episode 177 of The Unique CPA, Randy Crabtree interviews Logan Graf, Chief Tax Officer and Founder of The Graf Tax Co. Logan took an unusual path to starting his own firm, with him jumping into the fully remote model in the middle of Covid, and he’s continued on that unconventional trajectory by hiring his first employee through social media. Social media has been a key for Logan for both professional networking and marketing potential, as well as featuring prominently in his plans for expanding his firm’s client base. Offering tips to expanding into specific niches, the episode explores the broader challenges and opportunities in the accounting profession from the perspective of a new, “modern” firm owner. Get the full show notes and more resources at TheUniqueCPA.com

    30 min

  3. 10 SEPT

    Bringing the Fun to Finance

    Lauren Bahr, VP of Finance at Occupier and podcast host, joins Randy to “bring the fun to finance” on Episode 176 of The Unique CPA. Lauren pursued her passion for startups, a sector she was exposed to during her time at PwC, ultimately leaving public accounting and further turning her energy towards educating others through her podcasts. Touching on the importance of creating a positive corporate culture, Lauren underscores the significance of relationships in building a thriving work environment. Get the full show notes and more resources at TheUniqueCPA.com

    25 min

  4. 3 SEPT

    Leadership from Unusual Sources

    On Episode 175 of The Unique CPA, Randy Crabtree connects with John J. Fenton who discusses his transformative journey from college athletics to public accounting to leadership coaching. John served as managing partner at BDO USA, and his experience of the profession drives his insights on leadership, employee engagement, trust, and progressing beyond the billable hour. John has drawn upon his time as a college athlete and his black belt certification to help him better appreciate the role of mindfulness and continuous self-improvement in effective leadership. Get the full show notes and more resources at TheUniqueCPA.com

    29 min

  5. 27 AUG

    What's Left for the ERC? Exploring the Situation

    It’s once again time to dive into the ERC and update the profession on its current status! Nick Pantaleo joins Randy Crabtree for a special live streamed Episode 174 of The Unique CPA where they delve into the Employee Retention Credit’s journey. The two experts review the current state of play, with everything from legal updates, to IRS interpretations and processes, including their new risk assessment system, a second opportunity for amnesty, and further forecasting for the future. They then conclude their discussion by answering questions directly from the listeners! You won’t want to miss this to find out how best to serve your clients as the era of the ERC reaches its twilight. Get the full show notes and more resources at TheUniqueCPA.com

    35 min

  6. 20 AUG

    QuickFee and the Empowerment of Accounting Firms

    Randy Crabtree is joined by Rafael Casas, Director of Strategic Alliances and Partnerships at QuickFee, on Episode 173 of The Unique CPA. Rafael opens by explaining QuickFee’s mission to aid accounting and legal firms in accelerating AR while leading the way in the profession on thought leadership around mental health, AI and automation, technology, and more. Through these initiatives, Rafael hopes to elevate the accounting profession, and on those lines, he touches upon the value of intellectual curiosity, resourcefulness, and community collaboration. Get the full show notes and more resources at TheUniqueCPA.com

    26 min

  7. 13 AUG

    Tech and the Future of Accounting: A Chat with The Radical CPA

    Episode 172 of The Unique CPA brings Jody Padar, The Radical CPA, into conversation with Randy Crabtree. They discuss the evolution of accounting technology, from the early days of cloud computing to the current advancements in artificial intelligence, all of which Jody has been at the forefront of. She shares her journey as an early adopter even back in the pre-internet days, her influential role in shaping accounting practices, and her current work at april, which develops innovative, AI-powered tax software. Stressing the importance of adapting to new tools and the potential future changes in accounting, Jody emphasizes the need for accountants to embrace these new technologies with the end goal being a happier profession with a healthier work-life balance. Get the full show notes and more resources at TheUniqueCPA.com

    22 min

  8. 6 AUG

    Full Send Redux: A Year in Review

    Randy welcomes back Roman Villard from Full Send Finance for Episode 171 almost a year after the recording date of Roman's first appearance on The Unique CPA. They discuss the progress and growth Full Send has seen in nearly a year, including updates on new service lines, team expansion, and a re-focus of how to track what progress actually means for the firm and its clients. Roman stresses that looking at internal operations over revenue metrics means that they are measuring something that is more impactful than just making money for the firm, and discusses the successful implementation of a data intelligence vertical. They also touch upon maintaining a strong company culture and the positive impact of letting go of a major client for the sake of team well-being. Get the full show notes and more resources at TheUniqueCPA.com

    34 min
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About

The Unique CPA is the show where we’re going beyond compliance into forging new pathways of delivering value to clients, diversifying your revenue streams, and leading edge management techniques and styles. We’re keeping you at the forefront of the changing face of public accounting with fascinating leaders, bringing you their stories and advice inside the accounting industry.

Information

  • Creator
    Randy Crabtree, CPA
  • Years Active
    2019 - 2024
  • Episodes
    179
  • Rating
    Clean
  • Copyright
    © Copyright 2019 - 2024 Tri-Merit, LLC
  • Show Website
    The Unique CPA

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