The Unique CPA Randy Crabtree, CPA

Byron Patrick of the B³ Method Institute joins Randy for Episode 153 of The Unique CPA, and they delve into Byron's transition from an “okay accountant” to a technology expert. Byron is passionate about well-being and its interplay with the profession, and he and Randy discuss the key that technology can improve efficiency, which eliminates the stresses and time sinks of the job, which leads to better work-life balance, but he holistically broadens his focus to things each person can do for themselves, too. That said, he shares information on AI tools like Bard, ChatGPT, and more, discussing their impact, ultimately stressing that making incremental, small changes is all you need to do to improve your workflow in this rapidly changing technological arena.
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Randy Crabtree sits down with Chris Farmand of Small Batch Standard on Episode 152 of The Unique CPA. They delve into the complexities and financial management gaps in the brewing industry, and how that relates to niching principles generally: the importance of deep relationships, industry concentration, and adapting to market changes. Lead generation, value pricing, and client transitions feature as well, with Chris reviewing the experiences he’s had in running Small Batch Standard.
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On Episode 151 of The Unique CPA, Darryl Bates-Brownsword joins Randy Crabtree to discuss the importance of succession planning and its associated challenges. They delve into the benefits of early exit planning, with Darryl identifying the transition from selling hours to value-based service offerings as a key obstacle. Ultimately, exit planning is vital for businesses, and for CPAs looking to boost their advisory offerings, Darryl’s platform Capitaliz provides a guided way to do just that.
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Curt Mastio, who established Founder’s CPA, joins Randy for Episode 150 of The Unique CPA. They delve into Curt's transition from Big Four to his own firm, the complexities of dealing with the blockchain and crypto industries, and FinTech niche and the unique challenges it presents for accountants. They also discuss modern firm practices, tax planning strategies including utilizing R&D tax credits, and the journey of tech startups from seed stage to exit.
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On Episode 149 of The Unique CPA, Joe Woodard joins Randy to discuss hot topics like the Private Equity revolution in accounting and the Scaling New Heights conference coming up in Orlando in June. Joe introduces the Woodard Ideal Practice Model, a multi-partite plan for firms to both determine and differentiate their services, and he offers wisdom about the difference between management and leadership. They discuss Scaling New Heights in some detail, mentioning the talk Randy will be giving on firm growth and culture at the event.
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Randy Crabtree talks to Jen Cryder, CEO of PICPA, the Pennsylvania Institute of Certified Public Accountants, on Episode 148 of The Unique CPA. They discuss the role of state societies in accounting, with a focus on bringing some of the ideas that larger firms have come up with to smaller firms and adapting those ideas to fit. Jen draws on her extensive experience as an audit senior and partner to touch on company culture, preserving that through mergers, and the opportunities that are in front of firms to deal with and thrive through the staffing crisis. PICPA's vision involves human capital, innovation in startups, and offering a wealth of support and resources to firms of all sizes. Randy probes Jen's thoughts on salary transparency, work-life balance, and leveraging technology in the tax profession.
Get the full show notes and more resources at TheUniqueCPA.com