The Unique CPA

Randy talks with Matt Wheeler, Managing Partner of Wheeler Accountants and co-host of the Avocado Toast podcast, about his unique approach to promoting financial literacy. Through his podcast and other initiatives, Matt advocates for education, since people don't know just how much financial support and advice they need. The more they learn, the more likely they are to seek out professional accounting and financial services. Get the full show notes and more resources at TheUniqueCPA.com

On Episode 33, Randy talks with Mark Koziel, CEO of Allinial Global, who discusses the unique challenges (and advantages) of taking over that role in the midst of the pandemic, accounting firms' status as "the ultimate trusted advisor" to the companies they serve, the need for cooperation among accounting firms as technology and automation transform the profession, the importance of correctly pricing flat fee services, and much more. Get the full show notes and more resources at TheUniqueCPA.com

Randy talks to Bob Lewis, who was recently named one of Accounting Today's Top 100 Most Influential People in Accounting, about how CPA firms must position themselves to adapt to changes—especially as Covid rages on. Bob gives his insights into the best ways to develop prospects and referral sources, cross-selling strategies, the importance of a market niche, and the best ways for firms to position themselves through mergers and acquisitions. Get the full show notes and more resources at TheUniqueCPA.com

Randy is joined by Mike Pine, founder of Pine & Company CPAs, to discuss the evolution of Mike's practice. After cutting his teeth on tax in the Big Four accounting world, Mike started his own practice, subsequently merging with another firm. Since then, he has focused on low employee turnover and high client retention. He explains how he accomplished this, and how flexibility kept him able to respond to the demands of a changing market, especially amidst the upheaval of COVID. Get the full show notes and more resources at TheUniqueCPA.com

In business, especially in the world of accounting, people are often boiled down to what they bring to a firm, but not who they are. Emmy nominated writer and "Catalyst for Corporate Change" John Garrett, himself a podcast host and author, talks to Randy about the importance of having interests, hobbies and passions outside of work. He explains how they make you a better professional, and how for him, everyone is a Unique CPA. Get the full show notes and more resources at TheUniqueCPA.com

One of the hottest topics in the financial world today is Data Analytics. But how does a CPA firm start utilizing analytics in its own practice, or even offer Data Analytics services to its clients? Randy talks to Jeremy Clopton, director at Upstream Academy, about the role Data Analytics can play in your firm, especially as AI and machine learning loom large—and about the future of the accounting profession in this changing landscape. Get the full show notes and more resources at https://TheUniqueCPA.com

The Covid pandemic has prompted many businesses, especially accounting firms, to take stock of who and they are, where they are going, and what they need to do to continue to be successful in a changed world. Randy talks with Jon Hubbard of Boomer Consulting, who specializes in helping firms identify branding opportunities, assess their strengths, and using the eight step process known as the Firm Pipeline Builder, grow their business. Get the full show notes and more resources at https://TheUniqueCPA.com

Randy sits down with Martin Moll, co-founder of Breakaway BA, who went from being a managing partner of a large CPA firm to starting a company that specializes in back office services for small and medium sized businesses. Martin talks about his fascination with and passion for what "America is really comprised of"—these integral parts of our society—and how Breakaway remains committed to "bringing joy" in everything they do. Get the full show notes and more resources at https://TheUniqueCPA.com

Generally speaking, selling is not a CPA's favorite thing in the world to do. But without sales and without marketing, CPAs wouldn't have any clients to do the work they actually enjoy doing, for! Randy talks with Gary Kravitz, longtime consultant and marketing professional, startup entrepreneur, and current partner with Integrated Growth Advisors, about the strategies CPAs can use to drive business to their practice. Get the full show notes and more resources at https://TheUniqueCPA.com

Randy talks with Alan Deichler, president of CPAmerica, about the importance for CPA firms to join associations and networks such as CPAmerica and CPA Connect. They discuss the opportunities these organizations provide for firms to share resources, clients, referrals, knowledge, and more—and most importantly, to build relationships and community. Get the full show notes and more resources at https://TheUniqueCPA.com

What would you do if someone dropped a dream-come-true offer of international travel and an exciting career into your lap? Adam Crowson said "yes" to just such an offer, and in this episode, the CEO of Inspired Professionals shares his remarkable journey from "yes" to ultimately creating a fascinating new development program to keep firms motivated, bonded, and thriving. Get the full show notes and more resources at https://TheUniqueCPA.com

In every accounting firm, there comes a time when managing partners will change for various reasons such as retirement. In this interesting episode, Dan McMahon, Founder and Managing Partner of Integrated Growth Advisors, shares some of the ways in which IGA prepares firms for the inevitable, as well as strategies for increasing their value prior to the firm changing hands. Get the full show notes and more resources at https://TheUniqueCPA.com

After witnessing the inevitable burnout that happens to many in the "old school" accounting business model, Erik Solbakken knew that he was destined for a different path. Applying entrepreneurial methods to his accounting practice, soon Erik discovered an exciting new way of doing business. In this episode, he shares some of his ideas that are helping accountants all over the world find new freedom in their practices. Get the full show notes and more resources at https://TheUniqueCPA.com

The entire planet has been impacted by the pandemic of 2020 and we can't begin to predict if or when it will ever return to what we knew as "normal." Most certainly, it has had a profound impact on the economy in many different ways. In this episode, host Randy Crabtree discusses some of the ways in which accountants can help put money back into their clients' businesses at this critical time. Get the full show notes and more resources at https://TheUniqueCPA.com

At the beginning of his career as a CPA, John Bly expected to be a "lifer" at PWC. But on discovering that it was possible to buy and sell firms, everything changed. In this episode, John shares his unusual journey, which took him from being part of a two-person company with his wife to merging with 14 firms and becoming one of the fastest-growing firms in North Carolina. Get the full show notes and more resources at https://TheUniqueCPA.com

Life and business can be stressful enough without the current global chaos caused by Covid-19. Many people are finding it difficult to stay positive and focused, especially CPAs who are immersed in a messy tax season complete with new legislation. In this episode, Robb Zbierski, speaker, trainer and coach, shares some important strategies to help keep you feeling positive and focused on your goals. Get the full show notes and more resources at https://TheUniqueCPA.com

Working for a couple of decades in the security and identity of a large firm offers numerous gifts of experience, learning, contacts, and more. But what happens when the decision is made to strike out on your own? In this episode, Heather Martin, CPA, discusses her journey through leaving a large CPA firm, and the planning and implementation of steps to create a new business on her own. Get the full show notes and more resources at https://TheUniqueCPA.com

As the world and technology continue to change rapidly, many accounting firms are diversifying and offering a range of services that are quickly becoming "the norm." In this episode, CEO and Managing Partner of Sikich LLP, Christopher Geier discusses some of the ways in which this benefits both firms and clients, as well as some interesting thoughts on their hiring philosophy. Get the full show notes and more resources at https://TheUniqueCPA.com

Despite transition being a constant theme in business, Skeet Haag, Managing Partner of Reynolds, Bones & Griesbeck, has taken a "right person, right seat" approach to maintaining consistency in the now 104-year-old firm, as did his predecessors. In this episode, Skeet shares some of the firm's core values as well as the impressive steps that are taken to ensure that everyone in the firm is living them. Get the full show notes and more resources at https://TheUniqueCPA.com

The world of accounting is changing faster than ever before. Many firms are even offering more services to their clients such as data analysis, marketing, and technology. In this episode, Michael Platt, managing principal of The Platt Group, shares information on how firms can prepare for the next recession, and insight into the needs of young professionals, including what they consider when choosing an employer. Get the full show notes and more resources at https://TheUniqueCPA.com

You don't have to be an accountant to know that tax season is their busiest time of year. In this episode, David Radke, President and Managing Partner of Williams & Company, shares his experience of having a stroke just as tax season was beginning, and the important factors that came into play to keep the firm - and his recovery - running smoothly. Get the full show notes and more resources at https://TheUniqueCPA.com

Mueller prides itself on thinking outside the box. This entrepreneurial spirit is perfect given that most of the firm's clients are unique business owners with unique services and products. In this episode, CEO/ President, Dave Nissen, shares some of the many ways in which Mueller's willingness to be unique has helped the firm to expand and become an international presence while maintaining close relationships with clients. Get the full show notes and more resources at https://TheUniqueCPA.com

t might seem difficult to come up with anything that is exciting about state and local tax (SALT). In this episode, tax lawyer and CPA Jordan M. Goodman, shares some of the challenges that make it interesting. In particular, he discusses how changes in the world have a direct and immediate impact on tax laws, and offers examples of new situations that offer opportunities to create new laws. Get the full show notes and more resources at https://TheUniqueCPA.com

We are living in globally unprecedented times. No one is immune from the impact that Coronavirus is having on the world. In this episode, host Randy Crabtree interviews six leaders and experts in the world of accounting and finance who offer suggestions and insights on how accounting firms can deal with the many issues and challenges that are arising as a result of the virus. Get the full show notes and more resources at https://TheUniqueCPA.com

In this episode, Jennifer Lee Wilson explains the relationship between change and convergence coaching, and how it impacts business, technology, accounting, leadership and management. She also shares some significant information regarding attraction and retention, examining your business model, and why it is essential to rethink promotion requirements. Get the full show notes and more resources at https://TheUniqueCPA.com

In this episode, Jeremy Clopton, Director at Upstream Academy, shares his insights on the dangers of using generational labels, and discusses some of the benefits of people working together with various ages, skills and experience. He has extensive experience in data analytics and fraud prevention, and he is also passionate about the value brought by each generation in the workforce. Get the full show notes and more resources at https://TheUniqueCPA.com

Sometimes tax services and credits change in ways that benefit businesses but they can't help if we aren't aware of them. In this episode, Randy Crabtree, CPA, discusses special services that could significantly impact how much your clients save on taxes. With more than 30 years' experience to his credit, Randy has worked closely with top company executives on tax planning and preparation. Get the full show notes and more resources at https://TheUniqueCPA.com

It's one thing to build a successful business and maintain it at that level. Expanding it is quite another. It won't happen if you've got an "If it ain't broke, don't fix it" mentality. In this episode, Sam Allred, Director at Upstream Academy, shares his inspiring insights on stepping out of your comfort zone, embracing change, and challenging yourself and your team in order to create a high-performing firm. Get the full show notes and more resources at https://TheUniqueCPA.com

It's not enough to give clients what they want. It's also important to give them what they need. Being a trusted advisor and consultant for your clients can help you to go above and beyond in your efforts to best serve them. In this episode, Richard Kopelman, CEO and managing partner of Aprio, explains the importance of bringing head and heart to the table, which boosts not only the client's business but your own, too. Get the full show notes and more resources at https://TheUniqueCPA.com

In the world of accounting, it is essential to be diligent about risk management and protecting client information, especially during mergers and acquisitions. Stephen Vono is Senior Vice President of McGowanPro; formerly NAPLIA. Since 1996 he has focused on Professional Liability Insurance and Risk Management for accounting firms. His primary aim is to lower the exposure to litigation for accountants and CPA firms. Get the full show notes and more resources at https://TheUniqueCPA.com

David Bergstein has been in the accounting profession for 50 years. He has had experience in a variety of interesting roles, including IRS Chief. Seen as a visionary by many, David has won several awards in the industry, is an adjunct college professor. In this episode, we get a look at why he is highly active on social media, as well as how important it is to keep up with technology and especially as it pertains to business. Get the full show notes and more resources at https://TheUniqueCPA.com

Joshua Lance is the founder and Managing Director of Lance CPA Group, a virtual CPA firm that focuses on providing accounting and consulting services to craft breweries and digital agencies. In this episode, Josh shares the journey that led him to establish an accounting practice in this unique style, as well as some of the unusual and interesting activities that keep the country-wide employees feeling part of the team. Get the full show notes and more resources at https://TheUniqueCPA.com

With 30 years' experience in the active practice of public accounting, John Sensiba focuses leading professionals in the delivery of superior client service – helping the communities they serve, the clients they serve, and each other. When the bottom fell out of the global economy in 2008, John stepped into high gear. Determined to save the 30-year-old firm, he took over as Managing Partner and began a journey he could never have imagined at the time. In this episode, John shares the challenges he faced as he led the practice into a new way of thinking and being as a leader in the community and the profession, as an employer and as service providers. His efforts have more than paid off, taking them to the highly-respected B Corp status - the only CPA firm in California to have earned it. Get the full show notes and more resources at https://TheUniqueCPA.com

Many people think that accounting is a fairly static and unchanging profession. Numbers are numbers; facts are facts. But in this episode, Tim Jipping, CPA and CGMA, shares what led him to this career as well as his surprising discoveries about the importance of ongoing introspection, self-awareness and conscious personal development in enhancing his professional life. Get the full show notes and more resources at http://TheUniqueCPA.com