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Explore every episode of the podcast The Unique CPA

Dive into the complete episode list for The Unique CPA. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.

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TitlePub. DateDuration
Harnessing the Future: Technology's Role in Advisory12 Nov 202400:32:14

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

From Overwhelm to Empowerment: A Burnout Breakthrough05 Nov 202400:31:06

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

Leadership from Unusual Sources03 Sep 202400:28:36

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

TikTok Famous: Viral Marketing with DukeLovesTaxes03 Jan 202300:31:41

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

Technology is King: Leading the Way27 Dec 202200:45:10

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 full show notes and more resources at TheUniqueCPA.com

Crypto in Accounting: Pitfalls and Prescriptions20 Dec 202200:44:10

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.com

Time's Up: The Rise of the Subscription Model13 Dec 202200:50:30

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

The Importance of Valuation in Serving Your Clients06 Dec 202200:46:20

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 full show notes and more resources at TheUniqueCPA.com

ERC Roundup29 Nov 202200:57:49

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 with some sage advice about how to keep your clients—and their books—above board.

Get the full show notes and more resources at TheUniqueCPA.com

The Unique CPA Special Announcement23 Nov 202200:00:36

Randy comes to you with a special announcement on the growth and future of The Unique CPA.

Modernizing Accounting Through Outsourcing15 Nov 202200:28:07

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

Demystifying the Employee Retention Credit01 Nov 202200:49:17

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 “ERC frenzy.”

Get the full show notes and more resources at TheUniqueCPA.com

Improving Yourself is Awesomely Simple18 Oct 202200:32:19

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 more resources at TheUniqueCPA.com

What's Left for the ERC? Exploring the Situation27 Aug 202400:35:00

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

Making the Profession Better, One Company at a Time04 Oct 202200:28:13

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

Celebrating The Unique CPA: Season 3 Finale Part 320 Sep 202200:37:01

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 notes and more resources at TheUniqueCPA.com

Celebrating The Unique CPA: Season 3 Finale Part 206 Sep 202200:26:29

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

Celebrating The Unique CPA: Season 3 Finale Part 123 Aug 202200:32:17

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

The Changing Face of Public Accounting02 Aug 202200:40:17

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 TheUniqueCPA.com

Nuts and Bolts Series #2: Catching Up with Tom and Layne19 Jul 202200:36:31

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 more resources at TheUniqueCPA.com.

Keeping Business Flowing05 Jul 202200:40:45

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

Importance of Value Pricing in Tax Accounting21 Jun 202200:23:10

On episode 69 of The Unique CPA, Randy talks to Jackie Meyer, founder of Meyer Tax Consulting, about running a completely virtual firm using her ROI plan. They also discuss her tax planning program called Tax Plan IQ, which helps people in the industry get around confusing AICPA standards, and what types of leadership will help your business succeed.

Get the full show notes and more resources at TheUniqueCPA.com

The Changing Culture of Accounting07 Jun 202200:32:57

On episode 68 of The Unique CPARandy talks to president and managing partner of GRF CPAs & Advisors, Jackie Cardello, about issues in the accounting industry like hiring and retaining employees, remaining diverse and inclusive, and the intimidating effects of social media.

Get the show notes and more resources at TheUniqueCPA.com.

Lessons from an Economic Influencer24 May 202200:35:45
Episode 67 of The Unique CPA is all about the subscription model and how it can be applied to public accounting. Randy talks to Ron Baker, a LinkedIn Influencer acclaimed by Accounting Today and host of The Soul of Enterprise.

Get the full show notes and more resources at TheUniqueCPA.com

QuickFee and the Empowerment of Accounting Firms20 Aug 202400:25:35

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

Changing Your Life for the Better Now10 May 202200:32:07
On Episode 66 of The Unique CPA, Rob Brown joins Randy Crabtree to share their experiences as stroke survivors during Stroke Awareness Month. They highlight the key lessons they learned from these life-changing events, including the importance of being open and vulnerable with friends about struggles and of not waiting for a consequential event to make positive changes in one’s life. 


Get the full show notes and more resources at TheUniqueCPA.com

The Vaporware Show26 Apr 202200:52:57

Episode 65 of The Unique CPA is “pure vaporware”—just ask Randy’s guest, Scott Scarano, host of the Sons of CPAs Podcast and President of Padgett Business Services of Raleigh-Durham. Randy and Scott have a great time talking about everything under the sun, from beer and other methods of “relaxation”, to one of the key tenets of The Unique CPA, the changing face of public accounting, which also happens to be a heavy focus of Scott’s show.

Get the full show notes and more resources at TheUniqueCPA.com

Personal Branding: More Important Than Ever12 Apr 202200:28:27

On episode 64 of The Unique CPA, Randy talks to Nick Cavuoto about the importance of personal branding. Nick shares his own experience with transforming businesses’ marketing efforts, including Fortune 500 companies, and stresses the importance of building a connection with people.

Get the full show notes and more resources at TheUniqueCPA.com

Becoming a Constant Learner29 Mar 202200:19:49

On Episode 63 of The Unique CPA, Tom Gorczynski, Enrolled Agent, Certified Tax Planner, and non-attorney member of the Bar of the United States Tax Court, discusses his role in educating other tax professionals and providing IRS representation for tax preparers. Tom shares his approach to research and education, and he highlights the importance of being a constant learner within the profession.

Get the full show notes and more resources at TheUniqueCPA.com

Transforming Firm Culture15 Mar 202200:34:06

John Garrett returns to The Unique CPA for episode 62, and he talks to Randy Crabtree about the importance of ensuring that a firm's people are actually treated like people. The author of What's Your “And”, John specializes in helping especially CPA firms attract and retain talent by emphasizing the human element and ensuring that a firm's culture doesn't just exist, but is thriving and aspirational for its employees.

Get the full show notes and more resources at TheUniqueCPA.com

Navigating New Lease Accounting Standards01 Mar 202200:25:24

On Episode 61 of The Unique CPA, Randy Crabtree is joined by Joel Hess, a Principal at LeaseCrunch, which provides cloud-based lease accounting software solutions for CPA firms. Joel discusses the significance of new lease accounting standards and shares ways firms can efficiently implement them.
Get the full show notes and more resources at TheUniqueCPA.com

Keeping Up with a Radical Technological Transition15 Feb 202200:35:50

On Episode 60 of The Unique CPA, Randy speaks with Randy Johnston, Executive Vice President at K2 Enterprises and a leading technology consultant. Randy discusses how to find the optimal software package for client accounting services and shares his thoughts on the radical technology transition he foresees the industry undergoing over the next five years.

Get the full show notes and more resources at TheUniqueCPA.com

Harnessing the Power of Your Subconscious01 Feb 202200:38:31

On Episode 59 of The Unique CPA, Robb Zbierski returns to discuss ways to boost productivity with Randy Crabtree. Robb shares ten tips from his book, Master Your Mind, where he recommends practices to bypass negativity, internalize objectives on a subconscious level, and deliver results more efficiently. 

Get the full show notes and more resources at TheUniqueCPA.com

The Recipe for Great Mentorship18 Jan 202200:35:05

On Episode 58 of The Unique CPA, Randy speaks with Rik Nemanick, the founder of Nemanick Leadership Consulting. Rik shares eight rules for becoming a strong mentor from his book, The Mentor’s Way. He discusses gaps in how firms currently structure mentorship programs and offers advice on how to overcome common pitfalls.

Get the full show notes and more resources at TheUniqueCPA.com

Revolutionizing Fractional CFO Services04 Jan 202200:28:47

On Episode 57 of The Unique CPA, Terrell Turner returns to discuss the fractional CFO concept with Randy Crabtree. Terrell discusses recent honors he’s received, strategies for businesses who are looking for fractional CFO services, how his firm provides those services using a tailored pricing model, and his passion for helping business owners make the most of what they have.

Get the full show notes and more resources at TheUniqueCPA.com

Tech and the Future of Accounting: A Chat with The Radical CPA13 Aug 202400:22:23

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

Support in a Changing Landscape14 Dec 202100:25:41

On episode 56 of The Unique CPA, Randy talks to Grace Horvath, current Vice President of Services at CPAmerica, who will take over the role of President from January 1, 2022, onwards. Grace discusses her history in sales, her understanding of marketing and its importance for CPA firms, the changing landscape of the profession, and how important it member associations are to help guide succession, firm structure, and success both at the individual and firm level.

Get the full show notes and more resources at TheUniqueCPA.com

Burnout: A Growing Phenomenon30 Nov 202100:21:34

On episode 55 of The Unique CPA, Randy is joined by Doug Brown of Summit Success International. Doug and Summit specialize in helping professionals and businesses take control of their workflow and time in order to better serve their clients, their employees and coworkers, and themselves. Randy focuses his questions around burnout, and Doug shares his considerable insights, including a number of useful takeaways.


Get the full show notes and more resources at TheUniqueCPA.com

The New Era of Private Equity Investment16 Nov 202100:22:45

On Episode 54 of The Unique CPA, Randy is joined by Allan Koltin, CPA, CGMA, the CEO of Koltin Consulting Group. With a laundry list of accolades, including Accounting Today's Top 100 Most Influential People in the Profession for over two decades running, Allan shares his insights into what he calls the "perfect storm" for why private equity firms are taking another shot at investing in accounting firms. He discusses with Randy the benefits to older and younger partners alike, and the danger for firms of being left behind if they don't act decisively. 

Get the full show notes and more resources at TheUniqueCPA.com

Organizing Career Development for Your Firm02 Nov 202100:25:01

Randy talks to Kathy Klang of Cummings Keegan on Episode 53 of The Unique CPA. She helped grow the firm as its Managing Partner for nearly 15 years, and she now serves as Success Management Partner. In this role, she has developed a pathing system within the firm that helps new and existing employees alike get on the right career track. She discusses the process of developing this, the pitfalls, and the ethos necessary to make it work.

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Often Overlooked: Cost Segregation19 Oct 202100:28:02

On Episode 52 of The Unique CPA, Randy talks to Craig Tobin of Tri-Merit about his Cost Segregation analysis services. With various tax laws becoming favorable, the opportunities for putting assets into a shorter life class, for lookbacks, and for other beneficial tax strategies are bigger than ever.

Randy starts off this episode by sharing more information about The Unique CPA Virtual Conference, Coming December 2.

Get the full show notes and more resources at TheUniqueCPA.com

Getting a Handle on Filings05 Oct 202100:20:22

On episode 51 of The Unique CPA, Randy talks to Nellie Akalp, the founder and CEO of CorpNet, a legal filing company with services available in all 50 states. CorpNet can assist with filings to start a business, grow or expand a business, or make changes to a business. CorpNet also assists with compliance, winding up/dissolution, and other filing services.

Get the full show notes and more resources at TheUniqueCPA.com

Updates to the ERC21 Sep 202100:18:19

Randy returns in episode 50 of The Unique CPA to discuss new guidance from the IRS on the Employee Retention Credit. He talks about IRS Rev Proc 2021-33 (PPP loans, Restaurant Revitalization, Shuttered Venues, cash or accrual accounting) and IRS Notice 2021-49 (more on Shuttered Venues and Restaurant Revitalization), in addition to wage and employee counting methods that may apply to restaurants or all businesses generally, large and small.

Get the full show notes and more resources at TheUniqueCPA.com

Unique CPA Rewind: On the Importance of Being a Trusted Advisor07 Sep 202100:29:22

Episode 49 of The Unique CPA is a look back at Randy's conversation in Episode 6 with Richard Kopelman, CEO of Aprio, LLP. Richard heads Aprio's CPA-led advisory services, and in this Unique CPA Rewind, he talks to Randy about how vital it is to be a trusted advisor to your clients. The events since the episode aired have truly pushed this facet of the account-client relationship to the forefront.

Get the full show notes and more resources at TheUniqueCPA.com

Unique CPA Rewind – Josh Lance24 Aug 202100:29:25

On episode 48 of The Unique CPA, we revisit Randy’s conversation with Founder and Managing Director of Lance CPA Group, Joshua Lance. Josh created a truly unique CPA firm—an entirely virtual practice with its 14 employees spread across the country, which provides accounting and consulting services only to craft breweries and digital agencies. Given the events of the past 18 months, Josh’s insights into working virtually are more relevant than ever.

Get the full show notes and more resources at TheUniqueCPA.com

Hardest Hit: Restaurants and the ERC10 Aug 202100:22:13

Randy continues his analysis of the Employee Retention Credit on Episode 47 of The Unique CPA. His focus this time is on the restaurant industry, arguably the hardest hit industry in the country due to Covid. His deep dive into various opportunities tax preparers have to help their restaurant clients will be useful to anyone looking to maximize benefits to those clients.

Get the full show notes and more resources at TheUniqueCPA.com

Full Send Redux: A Year in Review06 Aug 202400:34:16

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

Making the ERC Work27 Jul 202100:22:29

The Employee Retention Credit, or ERC, saw significant expansion for 2021. Randy Crabtree talks about various ways for your clients to qualify for the credit, how much benefit they can receive, and how the credit interplays with other credits available, with a particular focus on the Paycheck Protection Program, or PPP.

Get the full show notes and more resources at TheUniqueCPA.com

Building a Business in an Unpredictable Landscape13 Jul 202100:26:51

On Episode 45 of The Unique CPA, Randy talks to Justin Elanjian, Partner-in-Charge of PPP & ERC Services at Aprio. Justin discusses how he navigated uncertainty and evolving guidelines while growing a new segment of the business that helps clients access COVID-19 relief funds. He shares some advice on the importance of thinking proactively and pursuing one’s passions, and he talks about what’s to come.

Get the full show notes and more resources at TheUniqueCPA.com

Born to Be an Entrepreneur29 Jun 202100:37:35

On episode 44 of The Unique CPA, Randy is joined by Caleb Jenkins of RLJ Financial Services. They discuss Caleb’s early start in entrepreneurship and accounting as a child. Caleb shares his insights on the growing Client Accounting Services sector and his experiences with SALT Microfinance Solutions, highlighting the importance of giving back. 

Get the full show notes and more resources at TheUniqueCPA.com

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