The Unique CPA

Randy Crabtree, CPA
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The Unique CPA

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. -4 J

    Hidden Value: The Gem of Property Tax Strategy

    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 accurate assessments, with 20% savings across the board not an uncommon result when collaborating in this fashion. Get the full show notes and more resources at TheUniqueCPA.com

    29 min

  2. 10 DÉC.

    Succession Success: Navigating Business Transition

    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 CPAs and offers examples of successful engagements, highlighting how important it is for just about any CPA to engage in early and ongoing planning to optimize outcomes for their clients. Get the full show notes and more resources at TheUniqueCPA.com

    34 min

  3. 3 DÉC.

    Buy Back Your Time: Automate Your Firm

    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 client and team experiences, and gaining better insights, Isaac offers examples of automation in practice that have been more than worth it to his clients. Tune in and hear these valuable insights into how accounting firms can buy back their time and improve their operations through automation. Get the full show notes and more resources at TheUniqueCPA.com

    26 min

  4. 26 NOV.

    Streamlining Your Tax Season

    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 profession more profitable and less time-consuming. Get the full show notes and more resources at TheUniqueCPA.com

    37 min

  5. 19 NOV.

    The Coming Metamorphosis in Accounting

    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 forefront of people’s minds, Lisa encourages firm leaders to engage with these topics because unlike the recent past, there won’t be another time when accounting students are “falling from the sky.” It will take major adaptations to keep your firm relevant in the coming age of change in the profession. Get the full show notes and more resources at TheUniqueCPA.com

    38 min

  6. 12 NOV.

    Harnessing the Future: Technology's Role in Advisory

    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, David spotlights various industry challenges, the importance of specialization, and the need for innovation in the tax advisory space, all of which he has addressed in creating a unifying platform that can aid advisors in client acquisition and managing their practices more efficiently. Get the full show notes and more resources at TheUniqueCPA.com

    32 min

  7. 5 NOV.

    From Overwhelm to Empowerment: A Burnout Breakthrough

    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 they agree it’s vital to seek help when you need it and find joy both inside and outside of the office. No matter where you feel you are mentally, this is one episode you won’t want to miss. Get the full show notes and more resources at TheUniqueCPA.com

    31 min

  8. 29 OCT.

    Passion and Innovation: Transform the Profession

    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 around the profession, especially as they relate to AI. He points at value pricing, client experience, outsourcing, and adapting business models as keys forward. Get the full show notes and more resources at TheUniqueCPA.com

    25 min
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À propos

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.

Informations

  • Création
    Randy Crabtree, CPA
  • Années d’activité
    2019 - 2024
  • Épisodes
    191
  • Classification
    Tous publics
  • Copyright
    © Copyright 2019 - 2024 Tri-Merit, LLC
  • Site web de l’émission
    The Unique CPA

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